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APOLLO MANAGER, LLC

NEW YORK, NY · CRD 327828 · IAPD ↗ · 212-515-3200

$3.56BRegulatory AUM
912Advisory reps
3564Employees
0Clients
n/aPlanning clients
0Private funds
1States
5Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

65
April 2026 — APOLLO MANAGER, LLC reported RAUM up 181% ($1.27B -> $3.56B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
75
April 2026 — APOLLO MANAGER, LLC grew from 842 to 912 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
75
April 2025 — APOLLO MANAGER, LLC crossed $1B in regulatory AUM ($265.7M -> $1.27B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
75
April 2025 — APOLLO MANAGER, LLC grew from 774 to 842 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
43
February 2025 — APOLLO MANAGER, LLC's Item 11 disclosure-reporting entries rose by 3 (2 -> 5).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
43
April 2024 — APOLLO MANAGER, LLC shrank from 2540 to 774 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
60
April 2024 — APOLLO MANAGER, LLC reported RAUM up 62% ($164.0M -> $265.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.