DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Apis & Heritage Capital Partners, LLC

Asset manager (funds and pooled vehicles)Washington, District of ColumbiaCRD 315195SEC 801-134218websiteIAPD
Latest filing May 15, 2026
First filing on the tape Nov 19, 2025 · 4 filings
SEC status approved since Sep 8, 2025
RAUM
$231M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
10
7 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
4
reported on Schedule D
History
4 filings and snapshots on the tape
RAUM$231M as of May 15, 2026
Nov 19, 2025$233M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 15, 2026
Nov 19, 20250 then
Employees (5.A)10 as of May 15, 2026
Nov 19, 20258 then
Private funds4 as of May 15, 2026
Nov 19, 20252 then
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of May 15, 2026; every figure names its basis
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$57.8MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, performance-basedreportedItem 5.E
Advisory activities
portfolio management for pooled vehiclesreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • has discretionary authority over which securities are bought or sold (8.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$231M100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
4reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, performancereported
Class basis
private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • Michael Brownrigg · Membercontrol
        since 03/2021 · owns 10% to 25%
      • E. Todd Leverette · Managing Member Head Of Financecontrol
        since 03/2021 · owns 25% to 50%
      • P. Jason Olllison · Membercontrol
        since 03/2021 · owns 10% to 25%
      • K. Natalie Edwards · Member Officer
        since 03/2024 · owns 5% to 10%
      Entity owners
      • The Democracy At Work Institute · Member
        direct · owns 5% to 10%
      Related persons
      Schedule D 7.A
      No related person reported.
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Accounts · 2 to 4
        Mar 26, 2026 to Apr 24, 2026
      • Pooled vehicle clients · 2 to 4
        Mar 26, 2026 to Apr 24, 2026
      • Private funds · 2 to 4
        Mar 26, 2026 to Apr 24, 2026
      • Advisory employees · 5 to 7
        Nov 19, 2025 to Mar 26, 2026
      • Employees · 8 to 10
        Nov 19, 2025 to Mar 26, 2026
      • Discretionary RAUM · $233M to $231M
        Nov 19, 2025 to Mar 26, 2026
      • Pooled vehicle RAUM · $233M to $231M
        Nov 19, 2025 to Mar 26, 2026
      • RAUM · $233M to $231M
        Nov 19, 2025 to Mar 26, 2026
      Signals
      No event on the tape.
      Across DFX
      shared identifiers only, never a name match
      How to reach
      public business contact points only, each with its source
      Firm profile
      LINKEDIN.COM/COMPANY/APISHERITAGEreportedpublic record, Form ADV, Sep 17, 2026
      Website
      APISHERITAGE.COMreportedpublic record, Form ADV, Sep 17, 2026
      Principal office phone
      202-599-7890reportedpublic record, Form ADV, May 15, 2026
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026