# Apis & Heritage Capital Partners, LLC

> Apis & Heritage Capital Partners, LLC is an SEC-registered investment advisory firm in Washington, DC, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 15, 2026.

- CRD: 315195
- Filed as: APIS & HERITAGE CAPITAL PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Washington, DC
- Filing period: October 2026
- Form ADV filing dated: May 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/315195
- AdvisorCensus page: https://advisorcensus.com/firm/apis-and-heritage-capital-partners-llc-washington-dc-315195

## Quick answers

**How is Apis & Heritage Capital Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Apis & Heritage Capital Partners, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Apis & Heritage Capital Partners, LLC located?**
Apis & Heritage Capital Partners, LLC's principal office is in Washington, DC, according to its Form ADV.

**Is Apis & Heritage Capital Partners, LLC registered with the SEC or a state?**
Apis & Heritage Capital Partners, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 315195.

**How much does Apis & Heritage Capital Partners, LLC manage?**
Apis & Heritage Capital Partners, LLC reports $231,057,449 in regulatory assets under management in its Form ADV filing dated May 15, 2026 (100% discretionary).

**What types of clients does Apis & Heritage Capital Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (4).

**Does Apis & Heritage Capital Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/315195

**What changed in Apis & Heritage Capital Partners, LLC's recent Form ADV filings?**
In the May 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $231,057,449
- Discretionary: $231,057,449
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $231,057,449 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 10 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [apisheritage.com](https://apisheritage.com)
- LinkedIn @APISHERITAGE
- X @APISHERITAGE

## Changes in the filing (last 12 months)

### May 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 5 to 7.

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Apis & Heritage Capital Partners, LLC (CRD 315195): Form ADV filing data as of October 2026.