APOLLO REAL ESTATE FUND ADVISER, LLC

RIASEC RegisteredEst. 2014
Total AUM
$4.3B
Discretionary
$4.3B
100% of AUM
Avg account
$4.3B
Accounts
1
Employees
3,564
Advisory reps
6

Firm details

Headquarters
New York, New York
CRD number
169120
Registered since
April 2, 2014
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Apollo Real Estate Fund Adviser, LLC is a limited liability company registered with the SEC in 2014 that serves institutional clients as the adviser to real estate investment vehicles. The firm’s business centers on portfolio management for investment companies and it operates under a percentage-of-AUM fee model. It is classified as a real estate fund adviser and is set up to sponsor and manage limited partnership structures and related investment companies. The firm is not identified as an active ESG investor, is not categorized as a multi-state adviser for registration purposes, and does not act as a pension consultant. Regulatory and affiliation signals show the firm’s activities extend beyond pure advisory work: industry affiliations include broker‑dealer relationships, other investment adviser roles, commodity pool operator/commodity trading adviser activity, and sponsorship of limited partnerships. That mix indicates a focus on structuring and operating pooled private vehicles and related sponsor responsibilities rather than a broad retail advisory franchise.

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 3
  • MARTIN KELLY

    Partner, CFOCRD 4730149

  • YAEL LEVY

    Managing Director and Chief Compliance OfficerCRD 4435788

  • Kristin Hester

    Chief Legal OfficerCRD 7654400

Contacts

3 of 3
  • SPENCER PROPPER

    PartnerCRD 6332850

  • RYAN DEL GIUDICE

    PrincipalCRD 6010994

  • 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