Apollo Capital Management, L.P.

RIASEC RegisteredEst. 2007
Total AUM
$718B
Discretionary
$703B
98% of AUM
Avg account
$895M
Accounts
803
Employees
3,564
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
143161
Registered since
March 13, 2007
Custodians
CITIGROUP GLOBAL MARKETS INC.
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Insurance Companies58.1%
  • Pooled Investment Vehicles39.69%
  • Investment Companies1.38%
  • Other Investment Advisers0.28%
  • Other0.23%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Apollo Capital Management, L.P. is a multi-strategy fund manager and capital allocator registered with the SEC in 2007 that primarily serves institutional clients. The firm operates across private equity, hedge fund, real estate, securitized assets and other pooled investment vehicles, and it also acts in sponsor/GP roles for its own products. Apollo presents itself as a provider of pooled funds and bespoke portfolio management for institutions and businesses, and it carries CPO/CTA activities alongside other broker-dealer and insurance-related affiliations. Fee arrangements include asset-based and performance-linked components. The firm reports that it integrates ESG considerations into its investment process.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 55%, Investment Grade Corp Bonds 31%, US Government Bonds 4%, Non-Investment Grade Corp Bonds 2%, Derivatives 2%, Public Funds/Mutual Funds 2%, Cash & Cash Equivalents 2%, Sovereign Bonds 1%, Private Funds 1%55%
  • Other55%
  • Investment Grade Corp Bonds31%
  • US Government Bonds4%
  • Non-Investment Grade Corp Bonds2%
  • Derivatives2%

Owners & executives

3 of 3
  • Whitney Chatterjee

    Partner, Chief Legal OfficerCRD 7874808

  • Yael Levy

    Yael Levy

    Managing Director and Chief Compliance OfficerCRD 4435788

  • Martin Kelly

    Martin Kelly

    Partner, CFOCRD 4730149

Contacts

2 of 2
  • Scott Kleinman

    Scott Kleinman

    Co-PresidentCRD 2528120

  • John Zito

    Co-PresidentCRD 4691894

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
9 W 57th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth