| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Apis & Heritage Legacy Fund I, LLC | Other Private | $58.1M | $250K |
| Apis & Heritage Legacy Fund II, LLC | Other Private | — | $1M |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Jason P. Olllison Control | Member | 10-25% | 2021 |
| Michael Brownrigg Control | Member | 10-25% | 2021 |
| Natalie K. Edwards | Member | 5-10% | 2024 |
Apis & Heritage Capital Partners, LLC reports $58.1 million in regulatory assets under management on its Form ADV.
Apis & Heritage Capital Partners, LLC manages 2 private funds with combined gross assets of $58.1 million.
Apis & Heritage Capital Partners, LLC reports 8 employees.
Apis & Heritage Capital Partners, LLC is based in Washington, DC and has been SEC-registered since 2025.
Apis & Heritage Capital Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 14 Ridge Square NW, 3rd Floor, Washington, DC 20016 |
| Phone | 202-599-7890 |
| Office hours | 8:00a.m. - 5:00p.m. Et |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $58.1M |
| Non-discretionary | $0 |
| Total (RAUM) | $58.1M |