APIS & HERITAGE CAPITAL PARTNERS, LLC
CRD #315195 SEC #801-134218 WASHINGTON, DC 202-599-7890
SEC Registered Private Funds
Total AUM
$232.9M
Discretionary
$232.9M
Employees
8
Clients
--
Accounts
2
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 19, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LEVERETTE, TODD, E. | I | MANAGING MEMBER; CHIEF COMPLIANCE OFFICER | C | Control |
| LEVERETTE, TODD, E. | I | MANAGING MEMBER; CHIEF COMPLIANCE OFFICER | C | Control |
| LEVERETTE, TODD, E. | I | MANAGING MEMBER; CHIEF COMPLIANCE OFFICER | C | Control |
| REEVES, PHILIP, D. | I | MANAGING MEMBER; HEAD OF FINANCE | C | Control |
| REEVES, PHILIP, D. | I | MANAGING MEMBER; HEAD OF FINANCE | C | Control |
| REEVES, PHILIP, D. | I | MANAGING MEMBER; HEAD OF FINANCE | C | Control |
| BROWNRIGG, MICHAEL | I | MEMBER | B | Control |
| BROWNRIGG, MICHAEL | I | MEMBER | B | Control |
| BROWNRIGG, MICHAEL | I | MEMBER | B | Control |
| OLLLISON, JASON, P. | I | MEMBER | B | Control |
| OLLLISON, JASON, P. | I | MEMBER | B | Control |
| OLLLISON, JASON, P. | I | MEMBER | B | Control |
| EDWARDS, NATALIE, K. | I | MEMBER | A | |
| EDWARDS, NATALIE, K. | I | MEMBER | A | |
| EDWARDS, NATALIE, K. | I | MEMBER | A | |
| THE DEMOCRACY AT WORK INSTITUTE | DE | MEMBER | A | Control |
| THE DEMOCRACY AT WORK INSTITUTE | DE | MEMBER | A | |
| THE DEMOCRACY AT WORK INSTITUTE | DE | MEMBER | A |
Registrations
Federal
IA
Nov 19, 2025 REGISTERED
Notice Filings (1)
DC
Address
14 RIDGE SQUARE NW3RD FLOOR
WASHINGTON, DC 20016
United States
Phone: 202-599-7890