Apis & Heritage Capital Partners, Llc
SEC-registered
Private Fund Manager · Small ($100M–$1B)
CRD 315195
· SEC file 801-134218
· Washington, DC
· WWW.APISHERITAGE.COM
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ADV data as of May 15, 2026
- Regulatory AUM
- $231M
- Discretionary
- $231M
- Clients
- 4
- Avg AUM / client
- $57.8M
- Accounts
- 4
- Employees
- 10
AUM over time
$58.1M
$233M
Jul 23, 2025
May 15, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of May 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 4 | $231M | 100.0% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/15/2026 | 1.74 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 15, 2026.
View current Form ADV (SEC/IAPD) ↗