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 multi-strategy fund manager and capital allocator that runs a large set of pooled investment vehicles for institutional clients. The firm is registered with the SEC (registered in 2007) and operates as a limited partnership. Its manager profile spans hedge funds, private equity, real estate, securitized-asset strategies and other fund products; it also has CPO/CTA activity and acts as sponsor/GP for pooled vehicles. Advisory services are focused on portfolio management for pooled investment vehicles and for institutions or businesses. Apollo Capital identifies as an active ESG investor and charges a mix of asset-based and performance fees.

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

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

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Contacts

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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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth