Apis & Heritage Capital Partners, LLC
● SEC registered since 2025CRD 315195SEC# 801-134218Washington, DC
Ranks #4,956 of 6,030 private fund managers by regulatory AUM.
Reg. AUM
$231.1M
Fund GAV
$233M
Private funds
4
Employees
10
Accounts
4
Location
Washington, DC
Apis & Heritage Capital Partners, LLC assets under management
Apis & Heritage Capital Partners, LLC is a registered investment adviser overseen by the SEC based in Washington, DC. The firm has been registered since 2025. It reports $231.1 million in regulatory assets under management and employs 10 people. Apis & Heritage Capital Partners, LLC manages 4 private funds with combined gross assets of $233 million, including Apis & Heritage Legacy Fund II - B, LLC. By regulatory assets, it ranks 4,956 of 6,030 private fund managers.
Apis & Heritage Capital Partners, LLC private funds
4 funds · $233M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Apis & Heritage Legacy Fund II - B, LLC | Other Private | $111.8M | $1M |
| Apis & Heritage Legacy Fund I, LLC | Other Private | $51.6M | $250K |
| Apis & Heritage Legacy Fund II - a, LLC | Other Private | $49.7M | $1M |
| Apis & Heritage Legacy Fund II - C, LLC | Other Private | $20M | $1M |
Apis & Heritage Capital Partners, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jason P. Olllison Control | Member | 10-25% | 2021 |
| Michael Brownrigg Control | Member | 10-25% | 2021 |
| Natalie K. Edwards | Member | 5-10% | 2024 |
| Philip D. Reeves Control | Managing Member; Head Of Finance | 25-50% | 2021 |
| The Democracy at Work Institute | Member | 5-10% | 2021 |
| Todd E. Leverette Control | Managing Member | 25-50% | 2021 |
| Walter Yale Root | Chief Compliance Officer | Under 5% | 2026 |
Frequently asked questions
How much does Apis & Heritage Capital Partners, LLC manage?
Apis & Heritage Capital Partners, LLC reports $231.1 million in regulatory assets under management on its Form ADV.
How many private funds does Apis & Heritage Capital Partners, LLC manage?
Apis & Heritage Capital Partners, LLC manages 4 private funds with combined gross assets of $233 million.
How many employees does Apis & Heritage Capital Partners, LLC have?
Apis & Heritage Capital Partners, LLC reports 10 employees.
Where is Apis & Heritage Capital Partners, LLC located?
Apis & Heritage Capital Partners, LLC is based in Washington, DC and has been SEC-registered since 2025.
Does Apis & Heritage Capital Partners, LLC disclose fund performance?
Apis & Heritage Capital Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 14 Ridge Square NW, 3rd Floor, Washington, DC 20016 |
| Phone | 202-599-7890 |
| Office hours | 8:00a.m. - 5:00p.m. Et |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$231.1M▲ 298%
Jul '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 70%
Larger than 30% of 16,306 advisers
AUM vs fund managersTop 82%
Larger than 18% of 6,030 private-fund managers
Number of fundsTop 46%
More funds than 54% of fund managers
EmployeesTop 40%
More than 60% of 16,824 advisers
Assets under management
$231.1Mregulatory AUM
Discretionary $231.1M
Service providers
Auditor
Administrator