Managing Member · Apis & Heritage Capital Partners, LLC
Todd E. Leverette
CRD 7387268 · Named on Form ADV at one SEC-registered adviser
At a glance
Apis & Heritage Capital Partners, LLC, an SEC-registered private fund adviser based in Washington, DC with $231 million in regulatory assets, lists Todd E. Leverette on its Form ADV as Managing Member, a control person.
Firms and roles
- Apis & Heritage Capital Partners, LLCManaging MemberPrivate fund adviser · Washington, DC · $231M in regulatory assets
AtlasMembers
Todd’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Michael BrownriggMember, Apis & Heritage Capital Partners, LLC
- Philip D. ReevesManaging Member; Head of Finance, Apis & Heritage Capital Partners, LLC
- Jason P. OlllisonMember, Apis & Heritage Capital Partners, LLC
- Natalie K. EdwardsMember, Apis & Heritage Capital Partners, LLC
- Walter Y. RootChief Compliance Officer, Apis & Heritage Capital Partners, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Todd’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.