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APIS & HERITAGE CAPITAL PARTNERS, LLC
CRD 315195 · SEC 801-134218
14 RIDGE SQUARE NW, 3RD FLOOR, WASHINGTON, DC, 20016, United States
Phone
202-599-7890
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$231.1M
Discretionary AUM
$231.1M
Team
10 total employees; 7 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-05-15
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 4 | $231.1M |
States served
DC
All web addresses on file
Official SEC filing: View on IAPD