APOLLO INVESTMENT MANAGEMENT, L.P.

RIASEC RegisteredEst. 2004
Total AUM
$3.3B
Discretionary
$3.3B
100% of AUM
Avg account
$3.3B
Accounts
1
Employees
3,564
Advisory reps
7

Firm details

Headquarters
New York, New York
CRD number
130610
Registered since
February 23, 2004
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Business Development Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Apollo Investment Management, L.P. is organized as a limited partnership that acts primarily as an active manager for institutional clients. The firm’s advisory footprint centers on managing pooled vehicles and investment companies, with a fee model that combines a percentage of assets under management and performance-based fees. Apollo is registered to perform commodity pool operator/commodity trading adviser (CPO/CTA) activities and provides portfolio management services for investment companies, which points to a manager-driven approach to return generation rather than a broad external capital allocation role. Investment activity emphasizes active strategy execution inside funds and other pooled vehicles. The firm does not position itself as an ESG-driven investor and is classified as serving institutional clients. Its business and regulatory permissions—broker-dealer affiliation listed among industry ties and CPO/CTA status—indicate a willingness to use futures, swaps and other derivatives or trading programs where appropriate to implement strategies for its managed vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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

Owners & executives

3 of 4
  • WHITNEY CHATTERJEE

    Partner, Chief Legal OfficerCRD 7874808

  • MARTIN KELLY

    Partner, CFOCRD 4730149

  • YAEL LEVY

    Managing Director and Chief Compliance OfficerCRD 4435788

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Contacts

3 of 3
  • JOHN HANNAN

    Vice PresidentCRD 1593923

  • SCOTT KLEINMAN

    Co-PresidentCRD 2528120

  • JAMES ZELTER

    Co-PresidentCRD 1336776

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