APIS & HERITAGE CAPITAL PARTNERS, LLC
SEC RegisteredBusiness Owners Preserving Legacy
About the firm
Apis & Heritage Capital Partners (A&H) is an investment manager specializing in financing employee ownership transactions. Through its Employee-Led Buyout (ELBO) model, A&H facilitates the transition of profitable small and medium-sized enterprises to employee ownership via Employee Stock Ownership Plans (ESOPs).
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financing employee ownership transactions through the Employee-Led Buyout (ELBO) model, converting profitable companies from private ownership into employee ownership, paying selling owners a fair price, locking in tax advantages, and partnering with management and workforce to create a culture of efficiency, resiliency, and empowerment.
Who they serve
Profitable small and medium-sized enterprises with $4-$10M of EBITDA, 40 or more employees, operating in 'real economy' sectors including manufacturing, construction, logistics, transportation, waste hauling, landscaping, commercial services, agriculture, and food processing, whose owners are considering a business transition.
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 4 | $231M |
0 total clients reported on Form ADV.
Office locations
Regulatory & compliance
Data as of April 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. APIS & HERITAGE CAPITAL PARTNERS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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