Apis & Heritage Capital Partners manages investments for private funds that invest in companies transitioning to employee ownership. They focus on debt, equity, and mezzanine securities to support these conversions. Apis & Heritage aims to improve job quality and wealth for workers at these companies. They do not provide investment advice directly to individual investors.
Assets Under Management$230M
Clients2
AdvisorsN/A
Avg. per Client$120M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Apis & Heritage does not directly manage investments for individual investors. They manage funds that invest in other companies.
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