APOLLO S3 RIC MANAGEMENT, L.P.
Firm details
- Headquarters
- New York, New York
- CRD number
- 330339
- Registered since
- March 22, 2024
- Website
- www.apollo.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Apollo S3 Ric Management, L.P. is a limited partnership that registered with the SEC in 2024 and serves an institutional client base. The firm is organized as a CPO/CTA and lists portfolio management for investment companies among its advisory activities. It does not position itself as a capital allocator; rather, it appears to operate as an investment manager that directly runs or advises pooled vehicles. Fee arrangements combine an asset-based management fee with performance-based compensation. Regulatory and industry affiliations include relationships with broker-dealers and other investment advisers in addition to its CPO/CTA role. The firm is not identified as an active ESG investor and does not report multi-state adviser status. Ownership is described as domestic entity/individual.
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
Owners & executives
3 of 3WHITNEY 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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