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APIS CAPITAL ADVISORS, LLC

NEW YORK, NY · CRD 131200 · IAPD ↗ · (203) 409-6307

$1.42BRegulatory AUM
6Advisory reps
9Employees
0Clients
n/aPlanning clients
4Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
April 2026 — APIS CAPITAL ADVISORS, LLC crossed $1B in regulatory AUM ($700.1M -> $1.42B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.