# Apis Capital Advisors, LLC

> 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.

- CRD: 131200
- Filed as: APIS CAPITAL ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/131200
- AdvisorCensus page: https://advisorcensus.com/firm/apis-capital-advisors-llc-new-york-ny-131200

## Quick answers

**How is Apis Capital Advisors, LLC compensated?**
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.

**What does Apis Capital Advisors, LLC's brochure say about its fees?**
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.

**Where is Apis Capital Advisors, LLC located?**
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).

**Is Apis Capital Advisors, LLC registered with the SEC or a state?**
Apis Capital Advisors, LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 131200.

**How much does Apis Capital Advisors, LLC manage?**
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).

**How have Apis Capital Advisors, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Apis Capital Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (9).

**Does Apis Capital Advisors, 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/131200

**What changed in Apis Capital Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $700,060,560 to $1,421,086,075 (+103%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Asset-based fee: 0.25% to 0.5% a year (a range, as the brochure states it)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $1,421,086,075
- Discretionary: $1,421,086,075
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 9 | $1,421,086,075 |

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

### Firm details
- Registered since: 2013 (13 years)
- Employees: 9 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MN, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Minneapolis, MN

### Websites listed on Form ADV (Item 1.I)
- apiscapital.com
- LinkedIn @APIS-CAPITAL-ADVISORS-LLC

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $342,410,870 | 9 | April 13, 2021 |
| October 2022 | $399,395,192 | 9 | April 21, 2022 |
| October 2023 | $522,263,686 | 8 | April 17, 2023 |
| October 2024 | $582,714,808 | 9 | March 28, 2024 |
| October 2025 | $700,060,560 | 9 | March 31, 2025 |
| October 2026 | $1,421,086,075 | 9 | March 27, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $700,060,560 to $1,421,086,075 (+103%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Apis Capital Advisors, LLC (CRD 131200): Form ADV filing data as of October 2026.