Apollo Capital Management, L.P.
- Regulatory AUM
- $718B
- Discretionary
- $703B
- Clients
- 803
- Avg AUM / client
- $895M
- Accounts
- 803
- Employees
- 3,564
AUM over time
Annual snapshots from Form ADV filings · as of Jul 16, 2026
Asset allocation (SMA assets by investment type)
as of Jul 16, 2026Share 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 type | Clients | AUM | % 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)
View all →Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $272B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| 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)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| 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)
| Entity | Title / status | Since | Sch. | 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)
Top 25 of 734 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As 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)
| Form | Period | Size | |
|---|---|---|---|
| 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
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.
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
- Citigroup Global Markets Inc. $372B (52% of AUM) Jul 2026
- BNY Mellon $285B (49% of AUM) Feb 2026
- State Street $908M (0% of AUM) Mar 2021
- Royal Bank Of Canada $451M (0% of AUM) Mar 2021
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) ↗