Apollo S3 Ric Management, L.P.

RIASEC RegisteredEst. 2024
Total AUM
$424M
Discretionary
$424M
100% of AUM
Avg account
$424M
Accounts
1
Employees
3,564
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
330339
Registered since
March 22, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Whitney Chatterjee

    Partner, Chief Legal OfficerCRD 7874808

  • Yael Levy

    Yael Levy

    Managing Director and Chief Compliance OfficerCRD 4435788

  • Martin Kelly

    Martin Kelly

    Partner, CFOCRD 4730149

Contacts

2 of 2
  • Scott Kleinman

    Scott Kleinman

    Co-PresidentCRD 2528120

  • John Zito

    Co-PresidentCRD 4691894

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

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