APIS & HERITAGE CAPITAL PARTNERS, LLC
Firm details
- Headquarters
- Washington, District of Columbia
- CRD number
- 315195
- Registered since
- September 8, 2025
- Website
- www.apisheritage.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Apis & Heritage Capital Partners, LLC is a limited liability company that provides portfolio management specifically for pooled investment vehicles. The firm serves institutional clients and is structured to sponsor and operate pooled vehicles — acting as sponsor, general partner and managing member for funds it controls. Its stated fee model combines a percentage-of-assets arrangement with performance-based fees. The firm is not positioned as an ESG-focused allocator and is recorded as SEC-registered in 2025.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 5NATALIE EDWARDS
AdvisorCRD 7387266
MICHAEL BROWNRIGG
Senior Managing DirectorCRD 5840189
TODD LEVERETTE
Founding PartnerCRD 7387268
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Washington, DC
DISTRICT OF COLUMBIA
Location
Washington, DC
Headquartered in Washington, DC, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- DISTRICT OF COLUMBIA
- Address
- 14 Ridge Sq NW
- Time zone
- ET (UTC-5)
- Office locations
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