APOLLO MANAGER, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 327828
- Registered since
- September 25, 2023
- Website
- www.apollo.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other90%
- Cash & Cash Equivalents9%
- Derivatives1%
Owners & executives
3 of 4WHITNEY 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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