Willie F. Zapalac

ROCKLAND CAPITAL, LP

The Woodlands, TX 77380

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CRD#: 5926980

Professional summary

Willie Frank Zapalac III, who also goes by Willie Zapalac, is a registered financial advisor currently at ROCKLAND CAPITAL, LP located in The Woodlands, Texas.

Willie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Willie has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Willie Zapalac

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Willie Frank Zapalac III's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 4, 2013 - Present

ROCKLAND CAPITAL, LP

Office #1: 24 Waterway Ave Ste 400, The Woodlands, TX 77380

RIA

CRD#: 156791

The Woodlands, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ROCKLAND CAPITAL, LP

ROCKLAND CAPITAL, LLC | ROCKLAND CAPITAL, LP

CRD#: 156791 / SEC#: 801-73791

RIA

Registered Investment Advisory firm - (3/30/2012 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(12/4/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

ROCKLAND CAPITAL, LP

ROCKLAND CAPITAL, LLC | ROCKLAND CAPITAL, LP

CRD#: 156791 / SEC#: 801-73791

RIA

Registered Investment Advisory firm - (3/30/2012 Approved)

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Contact information

Main Address

24 Waterway Ave Ste 400, The Woodlands, TX 77380

Mailing Address

Phone number

(281) 863-9000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

ROCKLAND CAPITAL, LP - BROCHURE_MARCH 31 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	10
AUM (Assets Under Management)	$ 2,680,081,419

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Willie F. Zapalac

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Willie Frank Zapalac III's CRS (Customer Relationship Summary).

Certified licenses

Experience

ROCKLAND CAPITAL, LP

Primary Firm SEC Registration

ROCKLAND CAPITAL, LP

State Registrations and Notice Filings

Exams

Current Firm

ROCKLAND CAPITAL, LP

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ROCKLAND CAPITAL, LP

TRUST BUT VERIFY

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