APOLLO MANAGER, LLC

RIASEC RegisteredEst. 2023
Total AUM
$3.6B
Discretionary
$3.6B
100% of AUM
Avg account
$1.8B
Accounts
2
Employees
3,564
Advisory reps
6

Firm details

Headquarters
New York, New York
CRD number
327828
Registered since
September 25, 2023
Custodians
J.P. MORGAN SECURITIES INC., STATE STREET BANK AND TRUST COMPANY
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Other100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Apollo Manager, LLC is a limited liability company that registers as an SEC adviser (registered in 2023) and operates as a capital allocator and commodity pool/CTA-type business. The firm reports portfolio management for pooled investment vehicles as a core advisory activity and lists broker-dealer, other investment adviser, and CPO/CTA among its industry affiliations. Its stated fee arrangements include a percentage-of-AUM component and performance-based fees, and it identifies itself as an active ESG investor. Ownership is recorded as a mix of a domestic entity and an individual. The firm’s public classification is unclassified.

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

Asset composition

Asset composition: Other 90%, Cash & Cash Equivalents 9%, Derivatives 1%90%
  • Other90%
  • Cash & Cash Equivalents9%
  • Derivatives1%

Owners & executives

3 of 4
  • WHITNEY CHATTERJEE

    Partner, Chief Legal OfficerCRD 7874808

  • YAEL LEVY

    Managing Director and Chief Compliance OfficerCRD 4435788

  • MARTIN KELLY

    Partner, CFOCRD 4730149

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Contacts

2 of 2
  • 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