Apollo Capital Management, L.P.

RIASEC Registered
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 operates as a multifaceted fund manager and capital allocator for institutional clients. The firm combines hedge fund, private equity, real estate, securitized-asset and other fund strategies, and it performs portfolio management for pooled vehicles and for businesses or institutions. Apollo Capital Management is registered with the SEC (registered in 2007). Its business activity set includes CPO/CTA roles and affiliations that span broker-dealer, insurance company, and sponsor or general partner duties. The firm charges both asset-based and performance-linked fees and identifies as an active ESG investor.

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
  • 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

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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