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Chief Compliance Officer · Apis & Heritage Capital Partners, LLC

Walter Y. Root

CRD 2781826 · Named on Form ADV at 2 SEC-registered advisers

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 Walter Y. Root on its Form ADV as Chief Compliance Officer. The SEC filings also name Walter at 1 other registered adviser.

Firms and roles

AtlasMembers

Walter’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 each firm
2 firmsLocked
Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (8)

3 more people named with Walter on the same filings, with titles and firms. Free in Atlas with a free account.

See all 8 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Walter’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.