{
  "crd_number": 131200,
  "slug": "apis-capital-advisors-llc-new-york-ny-131200",
  "primary_business_name": "APIS CAPITAL ADVISORS, LLC",
  "legal_name": "APIS CAPITAL ADVISORS, LLC",
  "dbas": [],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2013-09-18",
  "years_registered": 13,
  "period": "2026-10-01",
  "filing_date": "2026-03-27",
  "carried_forward": false,
  "raum_total": 1421086075.0,
  "raum_discretionary": 1421086075.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 9,
  "advisory_employees": 6,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 1421086075.0,
      "count": 9
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MN",
    "NY"
  ],
  "websites": [
    "https://apiscapital.com",
    "https://linkedin.com/COMPANY/APIS-CAPITAL-ADVISORS-LLC"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/131200",
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/apis-capital-advisors-llc-new-york-ny-131200",
  "display_name": "Apis Capital Advisors, LLC",
  "summary": "Apis Capital Advisors, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2013, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.",
  "citation": "AdvisorCensus. Apis Capital Advisors, LLC (CRD 131200): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Apis Capital Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Apis Capital Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "What does Apis Capital Advisors, LLC's brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated March 27, 2026 states: Asset-based fee: 0.25% to 0.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Apis Capital Advisors, LLC located?",
      "a": "Apis Capital Advisors, LLC's principal office is in New York, NY, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Apis Capital Advisors, LLC registered with the SEC or a state?",
      "a": "Apis Capital Advisors, LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 131200."
    },
    {
      "q": "How much does Apis Capital Advisors, LLC manage?",
      "a": "Apis Capital Advisors, LLC reports $1,421,086,075 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary)."
    },
    {
      "q": "How have Apis Capital Advisors, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Apis Capital Advisors, LLC: Regulatory assets under management: $342,410,870 in the October 2021 data and $1,421,086,075 in the October 2026 data, up 315%. Total employees: 9 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Apis Capital Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (9)."
    },
    {
      "q": "Does Apis Capital Advisors, LLC report any disciplinary disclosures?",
      "a": "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/131200"
    },
    {
      "q": "What changed in Apis Capital Advisors, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $700,060,560 to $1,421,086,075 (+103%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 342410870.0,
      "total_employees": 9,
      "filing_date": "2021-04-13"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 399395192.0,
      "total_employees": 9,
      "filing_date": "2022-04-21"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 522263686.0,
      "total_employees": 8,
      "filing_date": "2023-04-17"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 582714808.0,
      "total_employees": 9,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 700060560.0,
      "total_employees": 9,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1421086075.0,
      "total_employees": 9,
      "filing_date": "2026-03-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $700,060,560 to $1,421,086,075 (+103%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 27, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.25% to 0.5% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.25% to 0.5% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Regarding the Funds, the Firm shall receive Management Fees ranging from 0.25% -0.50% quarterly depending on the Fund and investor class of each investor’s share of the respective Fund’s net asset value."
        ]
      }
    ],
    "quotes": [
      "Regarding the Funds, the Firm shall receive Management Fees ranging from 0.25% -0.50% quarterly depending on the Fund and investor class of each investor’s share of the respective Fund’s net asset value."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/apis-capital-advisors-llc-new-york-ny-131200.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 9,
      "fewer_than_5": false,
      "raum": 1421086075.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/131200",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}