Apollo Capital Management, L.P
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Learn more about Apollo Capital Management, L.P
Overview
Apollo Capital Management, L.P is a financial advisory firm headquartered in New York, New York. The company has $427.1 billion in total assets throughout 756 accounts, placing it among the biggest financial advisory firms in the nation by assets under management (AUM). The company has a very large team, including 2,540 financial advisors. Apollo Capital Management, L.P is not a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer company to do so. Securities are defined as tradable fiscal investments such as options, bonds and equities.
Apollo Capital Management, L.P oversees more than half of its client assets in a discretionary manner. Discretionary management signifies that buy and sell decisions are made by a portfolio manager without requiring client consent. It also manages 16 non-discretionary accounts totaling $7.9 billion in assets. The firm's average account size is $564.8 million. The typical financial advisor at Apollo Capital Management, L.P oversees fewer than one client account, placing it among the most individualized advisor firms in the country.
The firm's headquarters is located at 9 West 57Th Street, New York, New York 10019. Apollo Capital Management, L.P is allowed to provide services to customers across a few states, including California, Florida, Iowa, Maryland and New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Apollo Capital Management, L.P by the Numbers
$427.1 billion
2,540
756
$564.9 million
Fee Structure
A financial advisor's fees are based on the services provided. Fee types billed by the company may include some blend of the following fee types: asset-based, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Apollo Capital Management, L.P.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
The firm works with investment companies, pooled investment vehicles and insurance companies. Out of its 756 accounts, Apollo Capital Management, L.P's largest client group by number of accounts is pooled investment vehicles. About 53% of the company's accounts are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Apollo Capital Management, L.P does not have any disclosures.
Please visit its Form ADV for more details.
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