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 an institutional registered investment adviser organized as an LLC and SEC‑registered in 2023. The firm functions as a capital allocator and provides portfolio management for pooled investment vehicles; it is also identified as a commodity pool operator or commodity trading adviser (CPO/CTA). Its fee arrangements include percentage‑of‑AUM charges and performance‑based fees. Apollo Manager is flagged as an active ESG investor and lists industry linkages to broker‑dealers and other investment advisers. Ownership is described as a mix of a domestic entity and an individual.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

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
  • Martin Kelly

    Martin Kelly

    Partner, CFOCRD 4730149

  • Yael Levy

    Yael Levy

    Managing Director and Chief Compliance OfficerCRD 4435788

  • Kristin Hester

    Kristin Hester

    Chief Legal OfficerCRD 7654400

Unlock 1 more executives →

Contacts

2 of 2
  • Scott Kleinman

    Scott Kleinman

    Co-PresidentCRD 2528120

  • John Zito

    Co-PresidentCRD 4691894

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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