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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| APIS & Heritage Capital Partners LLC
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|---|---|
| CRD # | 315195 |
| SEC # | 801-134218 |
| CIK # | |
| AUM | $58.1 M (2025-07-23) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 202-599-7890 |
| Address | 14 Ridge Square NW Washington, DC 20016 |
| Source | [IAPD] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | APIS & Heritage Legacy Fund II LLC | 2025-07-23 | 0.0 | |
| Other | APIS & Heritage Legacy Fund I LLC | [2025-07-23] | 0.0 | 58.1 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 58.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2 | 58.1 |
| By Discretionary | ||
| Discretionary | 2 | 58.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2 | 58.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 58.1 | |
| Total | 2 | 58.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Michael Brownrigg | 4 | ||
| Jason Ollison | 1 | ||
| APIS & Heritage Capital Partners LLC | 1 | ||
| Philip Reeves | 1 | ||
| Todd Leverette | 1 | ||
| APIS & Heritage Managing Member LLC | 1 | ||
| Natalie Edwards | 1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sbauer Funds LLC
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|
IN | 0.1 |
|
MH Investment Management Inc
✚
|
0.1 | |
|
Themes Management Company LLC
✚
|
CT | 0.1 |
|
RESQ Investment Partners LLC
✚
|
AZ | 0.1 |
|
Dakota Investments LLC
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|
PA | 0.1 |
|
SPP Credit Advisors II LLC
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|
NY | 0.1 |
|
Goose Hollow Capital Management LLC
✚
|
NJ | 0.1 |
|
as Trigon Asset Management
✚
|
0.1 | |
|
Hawks Point Capital Partners LLC
✚
|
NY | 0.1 |
|
GST Management LLC
✚
|
0.1 |