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| APIS & Heritage Capital Partners LLC
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|---|---|
| CRD # | 315195 |
| SEC # | 801-134218 |
| CIK # | |
| AUM | 231.1 M (2026-05-15) |
| Employees | 10 (70% Investors, 0% Brokers) |
| Phone | 202-599-7890 |
| Address | 14 Ridge Square NW Washington, DC 20016 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | APIS & Heritage Legacy Fund II - B LLC | 2026-04-24 | 111.8 M | |
| Other | APIS & Heritage Legacy Fund II - C LLC | 2026-04-24 | 20.0 M | |
| Other | APIS & Heritage Legacy Fund II - A LLC | 2025-07-23 | 49.7 M | |
| Other | APIS & Heritage Legacy Fund I LLC | [2025-07-23] | 51.6 M | |
| Filed 2021-06-03 (D) · Exemption 506(c), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 231.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4 | 231.1 |
| By Discretionary | ||
| Discretionary | 4 | 231.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4 | 231.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 231.1 | |
| Total | 4 | 231.1 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Michael Brownrigg | Director | 6 | 3 | |
| Philip Reeves | Executive Officer | 3 | 2 | |
| Jason Ollison | Director | 3 | 2 | |
| Todd Leverette | Executive Officer | 3 | 2 | |
| Natalie Edwards | Director | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional |
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