AUMdb

Apollo Capital Management, L.P.

SEC-registered Investment Adviser · Mega ($100B+) CRD 143161 · SEC file 801-67592 · New York, NY · www.linkedin.com
☆ Save with Pro ADV data as of Jul 16, 2026
Regulatory AUM
$718B
Discretionary
$703B
Clients
803
Avg AUM / client
$895M
Accounts
803
Employees
3,564

AUM over time

$25.1B $718B
Dec 2011 Jul 2026

Annual snapshots from Form ADV filings · as of Jul 16, 2026

Asset allocation (SMA assets by investment type)

as of Jul 16, 2026
Other
$395B 55%
Investment-grade corporate bonds
$223B 31%
US government & agency bonds
$28.7B 4%
Non-investment-grade bonds
$14.4B 2%
Derivatives
$14.4B 2%
Registered investment companies (funds/ETFs)
$14.4B 2%
Cash & equivalents
$14.4B 2%
Sovereign bonds
$7.2B 1%
Pooled investment vehicles
$7.2B 1%

Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.

Who they serve

Client typeClientsAUM% of AUM
Banking or thrift institutions 2 $255M 0.04%
Investment companies 1 $9.9B 1.38%
Pooled investment vehicles (non-investment companies) 687 $285B 39.7%
Pension and profit sharing plans 7 $1.5B 0.21%
Other investment advisers 8 $2.0B 0.28%
Insurance companies 89 $417B 58.1%
Sovereign wealth funds and foreign official institutions 1 $523M 0.07%
Other 8 $1.7B 0.23%

Private funds (734)

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Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $272B combined gross assets

FundTypeDomicileGross assetsOwners
Apollo Investment Fund Ix, L.P. master Private Equity Fund Delaware $13.5B 230
A A Offshore (Aaa), L.P. feeder Other Private Fund Cayman Islands $9.5B 32
Apollo Overseas Partners (Delaware 892) Ix, L.P. Private Equity Fund Delaware $8.7B 41
Apollo Investment Fund X, L.P. master Private Equity Fund Delaware $8.2B 201
Apollo Athene Strategic Partnership, L.P. Other Private Fund Delaware $6.2B 1
Apollo Overseas Partners Ix, L.P. Private Equity Fund Delaware $5.6B 144
Apollo Overseas Partners (Delaware 892) X, L.P. Private Equity Fund Delaware $5.5B 19
Apollo Offshore Credit Strategies Fund Ltd. feeder Private Equity Fund Cayman Islands $4.4B 232
Pk Air 1 Lp Securitized Asset Fund Delaware $4.2B 1
Apollo Overseas Partners X, L.P. master Private Equity Fund Cayman Islands $3.8B 116
Apollo Credit Strategies Master Fund Ltd. master Hedge Fund Cayman Islands $3.6B 4
Midcap Finco Designated Activity Company feeder Other Private Fund Ireland $3.5B 95
Apollo/Athene Dedicated Investment Program Ii, L.P. Other Private Fund Cayman Islands $3.4B 40
Apollo Spn Investments I, L.P. master Other Private Fund Cayman Islands $3.4B 1
Apollo Investment Fund Viii, L.P. master Private Equity Fund Delaware $3.3B 207

Retirement plan clients

Plans that reported this firm as an investment service provider on Form 5500 Schedule C.

Plan Location Plan year
Factory Mutual Insurance Company Pension Plan Factory Mutual Insurance Company 2024

People (6)

NameRole / titleCredentialsWith firm sinceOwnership
Levy, Yael, Kenan Chief Compliance Officer May 2021 (5y) Less than 5%
Kelly, Martin, Bernard Chief Financial Officer Of Apollo Global Management, Inc. Jan 2022 (5y) Less than 5%
Kleinman, Scott, Martin Co President Of Apollo Asset Management, Inc. Jan 2022 (5y) Less than 5%
Rowan, Marc, Jeffrey Chief Executive Officer Of Apollo Global Management, Inc. Jan 2022 (5y) Less than 5%
Zelter, James, Charles Co President Of Apollo Asset Management, Inc. Jan 2022 (5y) Less than 5%
Chatterjee, Whitney, A Chief Legal Officer May 2023 (3y) Less than 5%

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Apollo Management Holdings, L.P. Limited Partner Jan 2007 A 75% or more
Apollo Capital Management Gp, Llc General Partner Jan 2007 A Less than 5%
Apollo Management Holdings, L.P. Managing Member Jan 2007 B ≈ 0% – 5% via Apollo Capital Management Gp, Llc
Apollo Global Management, Inc. Sole Shareholder Jan 2022 B ≈ 15.82% – 75% via Apollo Asset Management, Inc.
Amh Holdings (Delaware), L.P. Limited Partner Oct 2012 B ≈ 56.25% – 100% via Apollo Management Holdings, L.P.
Apollo Asset Management, Inc. Sole Shareholder Jul 2007 B ≈ 21.09% – 75% via Apo Corp.
Apo Corp. Limited Partner Oct 2012 B ≈ 28.13% – 75% via Amh Holdings (Delaware), L.P.
Apollo Management Holdings Gp, Llc General Partner Jan 2007 B GP / trustee / elected manager of Apollo Management Holdings, L.P. (indirect)
Amh Holdings Gp, Ltd. General Partner Oct 2012 B GP / trustee / elected manager of Amh Holdings (Delaware), L.P. (indirect)

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Estimated effective ownership (look-through of filed bands):

  • Apollo Management Holdings, L.P.: 75% – 100% of Apollo Capital Management Gp, Llc × 0% – 5% direct ≈ 0% – 5% of the firm
  • Apollo Global Management, Inc.: 75% – 100% of Apollo Asset Management, Inc. × 75% – 100% of Apo Corp. × 50% – 75% of Amh Holdings (Delaware), L.P. × 75% – 100% of Apollo Management Holdings, L.P. × 75% – 100% direct ≈ 15.82% – 75% of the firm
  • Amh Holdings (Delaware), L.P.: 75% – 100% of Apollo Management Holdings, L.P. × 75% – 100% direct ≈ 56.25% – 100% of the firm
  • Apollo Asset Management, Inc.: 75% – 100% of Apo Corp. × 50% – 75% of Amh Holdings (Delaware), L.P. × 75% – 100% of Apollo Management Holdings, L.P. × 75% – 100% direct ≈ 21.09% – 75% of the firm
  • Apo Corp.: 50% – 75% of Amh Holdings (Delaware), L.P. × 75% – 100% of Apollo Management Holdings, L.P. × 75% – 100% direct ≈ 28.13% – 75% of the firm

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Private funds (734, $272B gross assets)

FundTypeGross assetsMin. investmentOwners
Apollo Investment Fund Ix, L.P. Private Equity Fund $13.5B $1 230
A A Offshore (Aaa), L.P. Other Private Fund $9.5B $1 32
Apollo Overseas Partners (Delaware 892) Ix, L.P. Private Equity Fund $8.7B $1 41
Apollo Investment Fund X, L.P. Private Equity Fund $8.2B $1 201
Apollo Athene Strategic Partnership, L.P. Other Private Fund $6.2B $1 1
Apollo Overseas Partners Ix, L.P. Private Equity Fund $5.6B $1 144
Apollo Overseas Partners (Delaware 892) X, L.P. Private Equity Fund $5.5B $1 19
Apollo Offshore Credit Strategies Fund Ltd. Private Equity Fund $4.4B $0 232
Pk Air 1 Lp Securitized Asset Fund $4.2B $1 1
Apollo Overseas Partners X, L.P. Private Equity Fund $3.8B $1 116
Apollo Credit Strategies Master Fund Ltd. Hedge Fund $3.6B $1 4
Midcap Finco Designated Activity Company Other Private Fund $3.5B $1 95
Apollo/Athene Dedicated Investment Program Ii, L.P. Other Private Fund $3.4B $1 40
Apollo Spn Investments I, L.P. Other Private Fund $3.4B $1 1
Apollo Investment Fund Viii, L.P. Private Equity Fund $3.3B $1 207
Apollo S3 Holdings, L.P. Other Private Fund $3.3B $1 4
Apollo Total Return Fund (Offshore) Ltd. Hedge Fund $3.0B $100K 246
Financial Credit Investment Iii, L.P. Hedge Fund $3.0B $1 63
Apollo Overseas Partners (Delaware) Ix, L.P. Private Equity Fund $3.0B $1 43
Apollo S3 Equity & Hybrid Solutions Fund, L.P. Other Private Fund $2.9B $1 10
Apollo Palmetto Strategic Partnership, L.P. Other Private Fund $2.7B $1 1
Ap Tundra Holdings Llc Securitized Asset Fund $2.7B $1 73
Apollo/Athene Dedicated Investment Program (E), L.P. Other Private Fund $2.4B $1 5
Apollo Hybrid Value Fund Ii, L.P. Private Equity Fund $2.4B $1 48
Freedom Parent Holdings Lp Other Private Fund $2.4B $1 13

Top 25 of 734 funds by gross assets · all funds

From Form ADV Section 7.B private fund reporting.

Retirement plans served (1)

PlanSponsorParticipantsPlan assetsAs of
Factory Mutual Insurance Company Pension Plan Factory Mutual Insurance Company 3,786 $3.0B 01/01/2024

From Form 5500 service-provider disclosures.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 07/16/2026 154 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

Civil judicial as of Dec 18, 2024

Allegations: PLAINTIFF BROUGHT A SECURITIES CLASS ACTION ON BEHALF OF ALL THOSE WHO PURCHASED ADT INC. ("ADT") COMMON STOCK IN OR TRACEABLE TO ADT'S JANUARY 19, 2018 INITIAL PUBLIC STOCK OFFERING (THE "IPO"), SEEKING TO PURSUE REMEDIES UNDER THE SECURITIES ACT OF 1933 (THE "1933 ACT") AGAINST THE ISSUER, ADT, AND A NUMBER OF OTHER DEFENDANTS, INCLUDING APOLLO MANAGEMENT, L.P., THE APPLICANT, AND SEVERAL OF ITS ADVISORY AFFILIATES. THE PLAINTIFF ALLEGES, AMONG OTHER THINGS, THAT THE DEFENDANTS VIOLATED SEVERAL PROVISIONS OF THE 1933 ACT. AS IT RELATES TO APOLLO MANAGEMENT, L.P. AND SEVERAL OF ITS ADVISORY AFFILIATES, PLAINTIFF ASSERTS A CLAIM FOR VIOLATION OF SECTION 15(A) OF THE 1933 ACT AS A RESULT OF THE ALLEGED MISSTATEMENTS AND OMISSIONS IN THE REGISTRATION STATEMENT AND IN THE PREPARATION OF THE PROSPECTUS FOR THE IPO. Status: Final Summary: PLAINTIFF BROUGHT A SECURITIES CLASS ACTION ON BEHALF OF ALL THOSE WHO PURCHASED ADT COMMON STOCK IN OR TRACEABLE TO ADT'S JANUARY 19, 2018 IPO, SEEKING TO PURSUE REMEDIES UNDER 1933 ACT AGAINST THE ISSUER, ADT, AND A NUMBER OF OTHER DEFENDANTS, INCLUDING APOLLO MANAGEMENT, L.P., THE APPLICANT, AND SEVERAL OF ITS ADVISORY AFFILIATES. THE PLAINTIFF ALLEGES, AMONG OTHER THINGS, THAT THE DEFENDANTS VIOLATED SEVERAL PROVISIONS OF THE 1933 ACT. AS IT RELATES TO APOLLO MANAGEMENT, L.P. AND SEVERAL OF ITS ADVISORY AFFILIATES, PLAINTIFF ASSERTS A CLAIM FOR VIOLATION OF SECTION 15(A) OF THE 1933 ACT AS A RESULT OF ALLEGED MISSTATEMENTS AND OMISSIONS IN THE REGISTRATION STATEMENT FOR THE IPO. THE COURT'S ORDER AND JUDGMENT DISMISSING THE ACTION (1) TERMINATED ALL CLAIMS AGAINST THE APOLLO ENTITIES WITHOUT ANY ADMISSIONS OR FINDINGS OF LIABILITY AND WITHOUT IMPOSING ANY FEES, COSTS, DAMAGES, OR SANCTIONS ON THE APOLLO ENTITIES; AND (2) BARRED SIMILAR CLAIMS FROM BEING ASSERTED AGAINST THE APOLLO ENTITIES IN FUTURE ACTIONS.

Civil judicial as of Dec 18, 2024

Allegations: PLAINTIFF BROUGHT A SECURITIES CLASS ACTION ON BEHALF OF THOSE WHO PURCHASED ADT INC. ("ADT") COMMON STOCK IN OR TRACEABLE TO ADT'S JANUARY 19, 2018 INITIAL PUBLIC STOCK OFFERING (THE "IPO"), SEEKING TO PURSUE REMEDIES UNDER THE SECURITIES ACT OF 1933 (THE "1933 ACT") AGAINST THE ISSUER, ADT, AND A NUMBER OF OTHER DEFENDANTS, INCLUDING APOLLO MANAGEMENT, L.P., THE APPLICANT, AND SEVERAL OF ITS ADVISORY AFFILIATES. THE PLAINTIFF ALLEGES, AMONG OTHER THINGS, THAT THE DEFENDANTS VIOLATED SEVERAL PROVISIONS OF THE 1933 ACT. AS IT RELATES TO APOLLO MANAGEMENT, L.P. AND SEVERAL OF ITS ADVISORY AFFILIATES, PLAINTIFF ASSERTS A CLAIM FOR VIOLATION OF SECTIONS 11 AND 15(A) OF THE 1933 ACT AS A RESULT OF THE ALLEGED MISSTATEMENTS AND OMISSIONS IN THE REGISTRATION STATEMENT AND IN THE PREPARATION OF THE PROSPECTUS FOR THE IPO. Status: Final Summary: PLAINTIFF BROUGHT A SECURITIES CLASS ACTION ON BEHALF OF ALL THOSE WHO PURCHASED ADT COMMON STOCK IN OR TRACEABLE TO ADT'S JANUARY 19, 2018 IPO, SEEKING TO PURSUE REMEDIES UNDER THE 1933 ACT AGAINST THE ISSUER, ADT, AND A NUMBER OF OTHER DEFENDANTS, INCLUDING APOLLO MANAGEMENT, L.P., THE APPLICANT, AND SEVERAL OF ITS ADVISORY AFFILIATES. THE PLAINTIFF ALLEGES, AMONG OTHER THINGS, THAT THE DEFENDANTS VIOLATED SEVERAL PROVISIONS OF THE 1933 ACT. AS IT RELATES TO APOLLO MANAGEMENT, L.P. AND SEVERAL OF ITS ADVISORY AFFILIATES, PLAINTIFF ASSERTS A CLAIM FOR VIOLATION OF SECTIONS 11 AND 15(A) OF THE 1933 ACT AS A RESULT OF THE ALLEGED MISSTATEMENTS AND OMISSIONS IN THE REGISTRATION STATEMENT AND IN THE PREPARATION OF THE PROSPECTUS FOR THE IPO. PLAINTIFF FILE A NOTICE OF DISMISSAL WITHOUT PREJUDICE ON OCTOBER 28, 2019 TO DISMISS THE ACTION AND HAVE PARTIES BEAR THEIR OWN COSTS AND ATTORNEY'S FEES. THE NOTICE WAS GRANTED BY THE COURT ON OCTOBER 29,2019.

Disclosure text reproduced verbatim from the firm's own Form ADV filings.

How they charge

  • Percentage of assets under management
  • Performance-based fees
  • Other fees
  • CARRIED INTEREST

Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses/institutional clients

Custody

Reported custodians

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports having custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 16, 2026.

View current Form ADV (SEC/IAPD) ↗