Alapocas Investment Partners

Overview

Alapocas Investment Partners is an independent SEC-registered investment firm headquartered in Beverly, Massachusetts. The firm specializes in creating durable compounding investment returns for clients treated as close family, offering equity portfolios for individuals, wealth management firms, family offices, and institutions. Their investment approach emphasizes large-cap U.S. equities, constructing diversified portfolios tailored to each client's needs. Founded in 2019, Alapocas operates under compliance with state and federal regulations, focusing on serving clients in states where it is registered or exempted from registration requirements. The firm employs a discretionary investment management approach, constructing diversified portfolios with an emphasis on large-cap U.S. equities. As of June 30, 2025, Alapocas reported assets under management of approximately $207 million, with 20 holdings. Alapocas Investment Partners is committed to providing personalized investment management services, aiming to create durable compounding investment returns for clients treated as close family. Their investment strategy focuses on large-cap U.S. equities, constructing diversified portfolios tailored to each client's needs. The firm operates under compliance with state and federal regulations, focusing on serving clients in states where it is registered or exempted from registration requirements.

Investment Focus

• Accredited Investors
• High Net-Worth Individuals
• Institutional Investors