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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $232.9M | $232.9M | $0 | 8 | 0 |
| Aug 2025 | $58.1M | $58.1M | $0 | 8 | 0 |
| Jul 2025 | $58.1M | $58.1M | $0 | 8 | 0 |
DateNov 2025
Total AUM$232.9M
Discretionary$232.9M
Non-Disc.$0
Employees8
Clients0
DateAug 2025
Total AUM$58.1M
Discretionary$58.1M
Non-Disc.$0
Employees8
Clients0
DateJul 2025
Total AUM$58.1M
Discretionary$58.1M
Non-Disc.$0
Employees8
Clients0