Apollo Credit Management, LLC

RIASEC RegisteredEst. 2011
Total AUM
$30B
Discretionary
$30B
100% of AUM
Avg account
$3.7B
Accounts
8
Employees
3,564
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
156115
Registered since
January 10, 2011
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Business Development Companies97.3%
  • Investment Companies2.7%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Apollo Credit Management, LLC is a limited liability company registered with the SEC since 2011 that operates as an institutional registered investment adviser. The firm serves institutional clients and combines a percentage-of-AUM fee schedule with performance-based fees. Its stated business and advisory activities include acting as a commodity pool operator or commodity trading advisor and providing portfolio management for investment companies. Apollo Credit Management is not designated as a capital allocator, does not identify as an active ESG investor, and is not a multi-state or newly formed adviser. Industry affiliations include broker-dealer relationships and connections to other investment advisers alongside its CPO/CTA role.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Yael Levy

    Yael Levy

    Managing Director and Chief Compliance OfficerCRD 4435788

  • Martin Kelly

    Martin Kelly

    Partner, CFOCRD 4730149

  • Kristin Hester

    Kristin Hester

    Chief Legal OfficerCRD 7654400

Contacts

1 of 1
  • James Zelter

    James Zelter

    Co-PresidentCRD 1336776

Wealth teams

FINTRX

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