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Walter Yale Root

Chief Compliance OfficerApis & Heritage Capital Partners, LLCCRD 2781826

About Walter Yale Root

Walter Yale Root is listed as Chief Compliance Officer at Apis & Heritage Capital Partners, LLC in Washington, DC. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Apis & Heritage Capital Partners, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Walter Yale Root work?

Walter Yale Root is listed as Chief Compliance Officer at Apis & Heritage Capital Partners, LLC on SEC Form ADV.

How much of Apis & Heritage Capital Partners, LLC does Walter Yale Root own?

Form ADV reports a beneficial ownership band of Under 5%.

Apis & Heritage Capital Partners, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personNo
Since2026