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 and operates as an institutional registered investment adviser. The firm has been SEC-registered since 2004 and serves an institutional client base. Its stated advisory activity is portfolio management for investment companies, and it is registered as a CPO/CTA, indicating it manages or advises commodity pools and/or provides commodity trading advisory services. Fees are charged as a percentage of assets under management and may include performance-based fees. Apollo is affiliated in industry roles beyond advisory functions — filings list relationships with broker-dealers and other investment advisers in addition to its CPO/CTA activity. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

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
  • Michael Gross

    Founder & Chief Exceutive OfficerCRD 1735591

  • Martin Kelly

    Martin Kelly

    Partner, CFOCRD 4730149

  • Yael Levy

    Yael Levy

    Managing Director and Chief Compliance OfficerCRD 4435788

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Contacts

3 of 3
  • John Hannan

    Vice PresidentCRD 1593923

  • James Zelter

    James Zelter

    Co-PresidentCRD 1336776

  • Scott Kleinman

    Scott Kleinman

    Co-PresidentCRD 2528120

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