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 registered with the SEC in 2024 that operates as an institutional registered investment adviser. The firm serves institutional clients and is structured to provide portfolio management for investment companies. It is registered to act as a CPO/CTA, and holds industry affiliations that include broker-dealer and other investment-adviser relationships, in addition to its CPO/CTA registration. The firm's compensation arrangement combines a percentage-of-AUM fee with performance-based fees, consistent with managers running pooled or alternative-return-seeking strategies. Apollo S3 Ric Management, L.P. does not position itself as a capital allocator and does not identify as an active ESG investor or a pension consultant.
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 2
Scott 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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