Apollo Value Management, L.P. (New York)

Apollo Value Management, L.P. is a large advisory firm based in New York. It manages $677.51 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of New York.

Apollo Value Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Apollo Value Management: assets under management

The assets under management (AUM) of Apollo Value Management, L.P. is $677.51 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $677.51 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $169.38 million each.

Apollo Value Management has custody of $677.51 million in cash and securities for 4 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Apollo Value Management, L.P. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Apollo Value Management, L.P.

James Charles Zelter has been acting as President since 1 Oct 2008. L.P. Amh Holdings joined the executive team most recently as the Limited Partner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Leon David Black	President, ceo	1 Oct 2003	25% - 50%	847662
John James Hannan	Vice president	1 Oct 2003	Other	1593923
Llc Apollo Value Management Gp	General partner	1 Oct 2003	Other	20-0233286
Marc Jeffrey Rowan	Vice president	1 Oct 2003	Other	1410799
Peter Perry Copses	Vice president	1 Oct 2003	Other	1632372
Joshua Jordan Harris	Vice president	1 Oct 2003	Other	1593925
Leon David Black	President and ceo	1 Feb 2004	Other	847662
John James Hannan	Vice president	1 Feb 2004	Other	1593923
Llc Apollo Value Management Gp	General partner	1 Feb 2004	Other	20-0233286
Marc Jeffrey Rowan	Vice president	1 Feb 2004	Other	1410799
Joshua Jordan Harris	Vice president	1 Feb 2004	Other	1593925
L.P. Apollo Management Holdings	Limited partner	1 Feb 2004	75% - 100%	20-8351017
Avi Katz	Vice president	1 Jan 2005	Other	2544148
Abraham Katz	Vice president	1 Jan 2005	Other	2544148
Abraham Ofer Katz	Vice president	1 Jan 2005	Other	2544148
James Charles Zelter	Vice president	1 Jul 2006	Other	1336776
David Ruditzky	Chief financial officer	1 Aug 2006	Other	4516895
John Joseph Suydam	Vice president and chief compliance officer	1 Aug 2006	Other	5217822
David Benjamin Ruditzky	Vice president and cfo	1 Aug 2006	Other	4516895
Patrick James Dalton	Vice president	1 Oct 2006	Other	2950390
Jose A Briones	Vice president	1 Oct 2006	Other	2595390
Edward Tam	Vice president	1 Oct 2006	Other	2647183
Barry John Giarraputo	Vice president and cfo	1 Feb 2007	Other	4132675
Michael Stuart Gross	Limited partner	1 Feb 2007	Other	1735591
Leon David Black	Vice president	1 Oct 2008	Other	847662
Kenneth A. (Mi Only) Vecchione	Vice president	1 Oct 2008	Other	5511691
James Charles Zelter	President	1 Oct 2008	Other	1336776
John Francis Xavier Phinney	Vice president	1 Oct 2008	Other	2314321
Eugene Edward Donnelly	Vice president	1 Aug 2010	Other	5859856

Indirect Owners

The SEC currently registers 22 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Leon David Black	Shareholder	1 Aug 2007	25% - 50%	847662
L.P. Apollo Capital Management	Sole member-manager	1 Aug 2007	Other	143161
Llc Apollo Capital Management Gp	General partner	1 Aug 2007	Other	20-8350720
L.P. Apollo Management Holdings	Sole member-manager	1 Aug 2007	Other	20-8351017
L.P. Ap Professional Holdings	Limited partner	1 Aug 2007	50% - 75%	98-0541993
Llc Apollo Management Holdings Gp	General partner	1 Aug 2007	Other	20-8351017
Apo Corp.	Sole member	1 Aug 2007	75% - 100%	20-8880200
Llc Apollo Global Management	Limited partner	1 Aug 2007	25% - 50%	20-8880200
Agm Management Llc	Manager	1 Aug 2007	Other	26-0472664
Ltd. Brh Holdings Gp	Sole member-manager	1 Aug 2007	75% - 100%	98-0547533
Marc Jeffrey Rowan	Shareholder	1 Aug 2007	25% - 50%	1410799
L.P. Brh Holdings	Limited partner	1 Aug 2007	75% - 100%	98-0541994
Joshua Jordan Harris	Shareholder	1 Aug 2007	25% - 50%	1593925
L.P. Black Family Partners	Limited partner	1 Aug 2007	25% - 50%	26-0194398
Llc Mjr Foundation	Limited partner	1 Aug 2007	25% - 50%	xxx-xx-xxxx
L.P. Mjh Partners	Limited partner	1 Aug 2007	25% - 50%	26-0664903
California Public Employees' Retirement System	Class a member	1 Aug 2007	50% - 75%	94-6207465
Apoc Holdings Ltd.	Class a member	1 Aug 2007	50% - 75%	foreign
Abu Dhabi Investment Authority	Sole member	1 Aug 2007	75% - 100%	foreign
Llc Agm Management	Manager	1 Aug 2007	Other	26-0472664
Ltd. Apoc Holdings	Class a member	1 Aug 2007	50% - 75%	foreign
L.P. Amh Holdings	Limited partner	1 Oct 2012	75% - 100%	98-1077143

Based in New York

The principal office where Apollo Value Management, L.P. performs its advisory services is located at 9 West 57 Th Street, New York, NY 10019, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-515-3200 or by fax 212-515-3251. The normal business hours are 8:00am - 5:00pm on Monday - Friday.