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 an institutional registered investment adviser organized as an LLC that focuses on managing pooled investment vehicles for institutional clients. The firm is SEC-registered (registration noted in 2025) and charges a combination of percentage-of-AUM and performance-based fees. It does not position itself as a capital allocator; instead, it serves as sponsor, general partner, and managing member of pooled investment structures. The firm does not describe itself as an active ESG investor.
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 5
Natalie 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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