Private fund adviser · New York, NY
Apollo Capital Management, L.P.
SEC-registered investment adviser · CRD 143161 · SEC 801-67592
At a glance
Apollo Capital Management, L.P. is an SEC-registered investment adviser based in New York, New York, with $718.5 billion in regulatory assets under management as of its Form ADV filed October 1, 2026. Its largest client group by assets is insurance companies. By Form ADV it is a private fund adviser, ranked 2nd of 4,686 private fund advisers and 33rd of 17,210 SEC-registered advisers by assets.
Main office 212-515-3200apollo.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $718B
- Rank among private fund advisers
- #2 of 4,686
- Rank among all SEC RIAs
- #33 of 17,210
- Rank in New York
- #8 of 2,591
- Clients
- 803
- Accounts
- 803
- Discretionary
- 98% of AUM
- Employees
- 3,564
- Advisory staff
- 912
- Offices
- 29
Owners and executives on its Form ADV
- Martin B. KellyVice President
- Scott M. KleinmanCo-President
- Yael K. LevyChief Compliance Officer
- Whitney A ChatterjeeVice President
- John P. ZitoCo-President
Custody and brokerage
Broker-dealer
Hybrid RIA
Apollo Capital Management, L.P. is a hybrid RIA: 571 of its employees are also registered representatives of a broker-dealer. It names affiliated broker-dealers: Apollo Global Securities, LLC, Athene Securities, LLC and Griffin Capital Securities, LLC.
- Apollo Global Securities, LLC ↗CRD 153502
An introducing broker-dealer: its trades clear through Pershing, which holds the brokerage accounts. Its annual audited report filed with the SEC, February 2026
- Athene Securities, LLC ↗CRD 36867
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, February 2026
- Griffin Capital Securities, LLC ↗CRD 37739
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, March 2026
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Insurance companies | 89 | $417B | 58% |
| Pooled investment vehicles | 687 | $285B | 40% |
| Investment companies | 1 | $9.9B | 1% |
| Other investment advisers | 8 | $2.0B | <1% |
| Other | 8 | $1.7B | <1% |
| Pension and profit sharing plans | 7 | $1.5B | <1% |
| Sovereign wealth funds and foreign official institutions | 1 | $523M | <1% |
| Banking or thrift institutions | 2 | $255M | <1% |
Private funds
Apollo Capital Management, L.P. reports 712 private funds with $406B in gross assets: hedge funds, private equity funds, real estate funds, securitized asset funds, other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Apollo Capital Management, L.P. answers yes to 8 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗apollo.com ↗
AtlasMembers
The full record on Apollo Capital Management, L.P.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 65 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Apollo Capital Management, L.P. manage?
Apollo Capital Management, L.P. reports $718.5 billion in regulatory assets under management across 803 accounts, 98% of it on a discretionary basis, on its Form ADV filed October 1, 2026.
What kind of firm is Apollo Capital Management, L.P.?
Apollo Capital Management, L.P. is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets. A public reporting company controls it.
Who are Apollo Capital Management, L.P.’s clients?
By assets, its largest client types are insurance companies ($417.4 billion, 89 clients); pooled investment vehicles ($285.2 billion, 687 clients); investment companies ($9.9 billion, 1 clients).
Does Apollo Capital Management, L.P. manage private funds?
Yes. It reports 712 private funds with $405.9 billion in gross assets, including hedge funds, private equity funds, real estate funds, securitized asset funds, other private funds.
Does Apollo Capital Management, L.P. have any disciplinary history?
Apollo Capital Management, L.P. answers yes to 8 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Apollo Capital Management, L.P.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-26), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →