APOLLO CAPITAL MANAGEMENT, L.P.
Firm details
- Headquarters
- New York, New York
- CRD number
- 143161
- Registered since
- March 13, 2007
- Website
- www.apollo.com
- 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
FINTRXOverview
Apollo Capital Management, L.P. is a limited partnership and SEC-registered investment manager (since 2007) that operates across multiple product lines. The firm serves institutional clients and describes itself both as a capital allocator and as a manager of pooled vehicles, running strategies that include private equity, hedge funds, real estate, securitized assets and other pooled products. It also acts in CPO/CTA roles and provides portfolio management for pooled investment vehicles and for businesses or institutions. Fee arrangements include asset-based charges and performance-based fees. The organization reports itself as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other55%
- Investment Grade Corp Bonds31%
- US Government Bonds4%
- Non-Investment Grade Corp Bonds2%
- Derivatives2%
Owners & executives
3 of 3WHITNEY CHATTERJEE
Partner, Chief Legal OfficerCRD 7874808
YAEL LEVY
Managing Director and Chief Compliance OfficerCRD 4435788
MARTIN KELLY
Partner, CFOCRD 4730149
Contacts
2 of 2SCOTT KLEINMAN
Co-PresidentCRD 2528120
JOHN ZITO
Co-PresidentCRD 4691894
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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