APOLLO CAPITAL MANAGEMENT, L.P.

RIASEC RegisteredEst. 2007
Total AUM
$718B
Discretionary
$703B
98% of AUM
Avg account
$895M
Accounts
803
Employees
3,564
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
143161
Registered since
March 13, 2007
Custodians
CITIGROUP GLOBAL MARKETS INC.
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Insurance Companies58.1%
  • Pooled Investment Vehicles39.69%
  • Investment Companies1.38%
  • Other Investment Advisers0.28%
  • Other0.23%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Apollo Capital Management, L.P. is a limited partnership and SEC-registered investment manager (since 2007) that operates across multiple product lines. The firm serves institutional clients and describes itself both as a capital allocator and as a manager of pooled vehicles, running strategies that include private equity, hedge funds, real estate, securitized assets and other pooled products. It also acts in CPO/CTA roles and provides portfolio management for pooled investment vehicles and for businesses or institutions. Fee arrangements include asset-based charges and performance-based fees. The organization reports itself as an active ESG investor.

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

Asset composition

Asset composition: Other 55%, Investment Grade Corp Bonds 31%, US Government Bonds 4%, Non-Investment Grade Corp Bonds 2%, Derivatives 2%, Public Funds/Mutual Funds 2%, Cash & Cash Equivalents 2%, Sovereign Bonds 1%, Private Funds 1%55%
  • Other55%
  • Investment Grade Corp Bonds31%
  • US Government Bonds4%
  • Non-Investment Grade Corp Bonds2%
  • Derivatives2%

Owners & executives

3 of 3
  • WHITNEY 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

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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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth