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 limited partnership that has been registered with the SEC since 2007 and operates as a multi-strategy fund manager and capital allocator to institutional clients. The firm combines roles as a hedge fund, private equity sponsor, real estate and securitized-asset manager and offers pooled investment vehicles. It also functions as a commodity pool operator/commodity trading adviser (CPO/CTA) and provides portfolio management for pooled vehicles and for businesses or other institutions. The firm charges a mix of percentage-of-AUM and performance-based fees and reports being an active ESG investor. Ownership is listed as a combination of a domestic entity and an individual. Apollo Capital is not a newly formed adviser and does not describe itself as a multi-state adviser or pension consultant in the available data.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

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
  • Martin Kelly

    Martin Kelly

    Partner, CFOCRD 4730149

  • Yael Levy

    Yael Levy

    Managing Director and Chief Compliance OfficerCRD 4435788

  • Whitney Chatterjee

    Partner, Chief Legal OfficerCRD 7874808

Contacts

2 of 2
  • Scott Kleinman

    Scott Kleinman

    Co-PresidentCRD 2528120

  • John Zito

    Co-PresidentCRD 4691894

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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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