DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Former SEC-registered adviser

Apollo Global Real Estate Management, L.P.

Former SEC-registered adviserNew York, New YorkCRD 151243SEC 801-70669IAPD
Latest filing Nov 22, 2022
First filing on the tape Mar 28, 2012 · 52 filings
RAUM
$24B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
2,273
2,273 advisory (5.B.1)
Offices
26
beyond the principal office
Private funds
112
$17B gross assets
History
52 filings and snapshots on the tape
RAUM$24B as of Mar 31, 2022
Mar 28, 2012$6.9B then
HNW client RAUM$0 as of Mar 31, 2022
Mar 30, 2019$0 then
State-registered IARs (5.B.3)0 as of Mar 31, 2022
Mar 28, 20120 then
Employees (5.A)2,153 as of Mar 31, 2022
Mar 28, 2013634 then
Private funds109 as of Mar 31, 2022
Mar 28, 201237 then
RAUM +21% over the last fiscal year+37% a year over threeIARs 0 to 0offices 8 to 26
Practice profile
derived from the filing of Nov 22, 2022; every figure names its basis
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$217MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived27 offices incl. principal (1.F.5)
RAUM growth, one year
+21%derivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, performance-based, otherreportedItem 5.E
Advisory activities
portfolio management for pooled vehicles, otherreportedItem 5.G
Custody
$942M, 7 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
  • a related person has custody of client cash (9.B.1.a)
  • a related person has custody of client securities (9.B.1.b)
  • an independent public accountant performs a surprise examination (9.C.1)
  • marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$16B65%
  • Investment companies$8.4B35%
  • Corporations and businesses$64.2M0.3%
Individual clients
0reported
HNW clients
0reported
Pension plan clients
0reported
Charitable clients
0reported
Accounts
112reported
Financial planning clients
n/areported
Wrap fee programs
noreported
Custody of client assets
$942M for 7 clientsreported
Compensation
% of AUM, performancereported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Private funds
      38 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      2011 A4 Fund, L.P.no longer reportedHedge Fund$952M2Mar 28, 2012
      2012 Cmbs-II Fund, L.P.no longer reportedHedge Fund$338M1Nov 27, 2012
      2012 Cmbs-I Fund, L.P.no longer reportedHedge Fund$336M1Nov 27, 2012
      Aa Infrastructure Fund 1 Ltdno longer reportedHedge Fund$200M3Mar 30, 2019
      Trophy Property (T.E.) L.P.no longer reportedReal Estate Fund$113M11Mar 30, 2016
      Cpi Cee Co-Invest 2 Ltd.no longer reportedReal Estate Fund$76.9M1Mar 28, 2012
      Trophy Property Development, L.P.no longer reportedReal Estate Fund$69.6M101Jul 30, 2020
      Cpi Cee Co-Invest 1 Ltd.no longer reportedReal Estate Fund$51.3M1Mar 28, 2012
      Trophy Property Development L.P.Real Estate Fund$50.9M101Mar 30, 2016
      Bea/Agre China Real Estate Fund, L.P.no longer reportedReal Estate Fund$45.5M2Mar 28, 2013
      Agre Usref Npl Platform, L.P.no longer reportedReal Estate Fund$43.6M4Mar 31, 2014
      Cpi Capital Partners North America LPno longer reportedReal Estate Fund$20.2M19Mar 28, 2012
      Tst Opportunity (US) Cayman Finance Companyno longer reportedReal Estate Fund$18.8M5Mar 28, 2012
      Cpi Na Co-Invest LPno longer reportedReal Estate Fund$17.0M2Mar 28, 2012
      Bea/Agre China Real Estate Fund, L.P.no longer reportedReal Estate Fund$13.8M3Mar 31, 2014
      Agre Usref Aiv - I, L.P.no longer reportedReal Estate Fund$12.9M5Mar 28, 2013
      European Strategic Office Portfolio (International) Ltd.Real Estate Fund$11.9M188Mar 28, 2012
      Cpi Capital Partners Na Secondary LPno longer reportedReal Estate Fund$11.0M1Mar 28, 2013
      Agre Usre - 226 West Fifty-Second Coinvest I, L.P.no longer reportedReal Estate Fund$10.6M2Mar 28, 2013
      Agre Asia Co-Invest I Limitedno longer reportedReal Estate Fund$10.5M1Mar 31, 2014
      Tishman Speyer/Travelers U.S. Real Estate Fund L.P.no longer reportedReal Estate Fund$8.5M112Mar 28, 2012
      Cpi Capital Partners North America (Delaware) L.P.no longer reportedReal Estate Fund$8.2M127Mar 28, 2012
      Tst Opportunity (US) Cayman Holding Companyno longer reportedReal Estate Fund$5.9M24Mar 28, 2012
      Cpi Capital Partners North America Offshore (Cayman) L.P.no longer reportedReal Estate Fund$5.3M2Mar 28, 2012
      Cpi Capital Partners North America Offshore LPno longer reportedReal Estate Fund$4.4M1Mar 28, 2012
      Cpi Capital Partners North America Offshore (Wt) LPno longer reportedReal Estate Fund$4.4M1Mar 28, 2012
      Cai Strategic European Real Estate LimitedReal Estate Fund$3.8M3Mar 28, 2012
      Tst Opportunity (U.S.) LLCno longer reportedReal Estate Fund$3.6M41Mar 28, 2012
      Agre Cobb West Investor, L.P.no longer reportedReal Estate Fund$3.1M2Mar 31, 2015
      Apollo Asia Sprint Co-Investment Fund, L.P.no longer reportedReal Estate Fund$1.4M2Mar 30, 2018
      2012 Cmbs-III Fund, L.P.no longer reportedPrivate Equity Fund$956,4601Feb 19, 2013
      India Property Fund II Co-InvestReal Estate Fund$251,42610Mar 31, 2021
      Estithmaar Islamic Real Estate Fund Limited (Eire Ltd)no longer reportedReal Estate Fund$14,27714Mar 28, 2012
      Apollo U.S. Real Estate Fund III (Lux) ScspReal Estate Fund$00Mar 31, 2021
      Agre Cmbs Fund, LPno longer reportedHedge Fund$01Mar 28, 2012
      London Prime Apartments Guernsey Holdings Limitedno longer reportedReal Estate Fund$00Mar 28, 2013
      Agre Usref Driftwood Platform, L.P.Real Estate Fund$03Mar 28, 2012
      Apollo Usref Co-Investors II (A), L.P.no longer reportedReal Estate Fund$018Mar 30, 2016
      Owners and control persons
      Schedule A and B, latest filing
      • Mark Anthony Civale · Chief Operating Officer Of Apollo Asset Management, Inc.control
        since 01/2022 · owns less than 5%
      • Bernard Martin Kelly · Chief Financial Officer Of Apollo Global Management, Inc.control
        since 01/2022 · owns less than 5%
      • Martin Scott Kleinman · Co-President Of Apollo Asset Management, Inc.control
        since 01/2022 · owns less than 5%
      • Kenan Yael Levy · Chief Compliance Officercontrol
        since 05/2021 · owns less than 5%
      • A Stuart Rothstein · Vice Presidentcontrol
        since 08/2010 · owns less than 5%
      • Jeffrey Marc Rowan · Chief Executive Officer Of Apollo Global Management, Inc.control
        since 01/2022 · owns less than 5%
      • Joseph John Suydam · Chief Legal Officercontrol
        since 07/2008 · owns less than 5%
      • Charles James Zelter · Co-President Of Apollo Asset Management, Inc.control
        since 01/2022 · owns less than 5%
      Entity owners
      • Apollo Global Real Estate Management Gp, LLC · General Partner
        direct · owns less than 5%
      • Apollo Management Holdings, L.P. · Limited Partner
        direct · owns 75% or more
      • Amh Holdings (Cayman), L.P. · Limited Partner
        indirect · owns 75% or more of Apollo Management Holdings, L.P.
      • Amh Holdings Gp, Ltd. · General Partner
        indirect · owns F of Amh Holdings (Cayman), L.P.
      • Apo Corp. · Sole Member
        indirect · owns 75% or more of Apollo Management Holdings Gp, LLC
      • Apo Corp. · Limited Partner
        indirect · owns 50% to 75% of Amh Holdings (Cayman), L.P.
      • Apo Corp. · Sole Shareholder
        indirect · owns 75% or more of Amh Holdings Gp, Ltd.
      • Apollo Asset Management, Inc. · Sole Member
        indirect · owns 75% or more of Apo Corp. · public reporting company
      • Apollo Global Management, Inc. · Sole Shareholder
        indirect · owns 75% or more of Apollo Asset Management, Inc. · public reporting company
      • Apollo Global Management, Inc. · Limited Partner
        indirect · owns 25% to 50% of Amh Holdings (Cayman), L.P. · public reporting company
      • Apollo Management Holdings Gp, LLC · General Partner
        indirect · owns F of Apollo Management Holdings, L.P.
      Related persons
      Schedule D 7.A
      Advisers that list Apollo Global Real Estate Management, L.P. as a related person
      Offices
      Schedule D 1.F, the 25 largest
      • New York, NY349 employees
      • Powai, Mumbai, Maharashtra, India323 employees
      • El Segundo, CA203 employees
      • London, United Kingdom157 employees
      • London, United Kingdom142 employees
      • Purchase, NY79 employees
      • El Segundo, CA44 employees
      • Hong Kong, Hong Kong33 employees
      • Los Angeles, CA18 employees
      • Maharashtra, India17 employees
      • Singapore, Singapore17 employees
      • Miami, FL17 employees
      • Woodland Hills, CA14 employees
      • West Des Moines, IA13 employees
      • Tokyo, Japan10 employees
      • Houston, TX9 employees
      • Bethesda, MD7 employees
      • Palm Beach, FL6 employees
      • Carlsbad, CA6 employees
      • Gurugram, India5 employees
      • Sydney, Australia4 employees
      • Orlando, FL2 employees
      • Frankfurt, Germany
      • Shanghai, China
      What changed
      consecutive filings, newest first
      • Accounts · 110 to 112
        Mar 31, 2022 to May 25, 2022
      • Advisory employees · 2,153 to 2,273
        Mar 31, 2022 to May 25, 2022
      • BD registered reps · 269 to 340
        Mar 31, 2022 to May 25, 2022
      • Pooled vehicle clients · 108 to 110
        Mar 31, 2022 to May 25, 2022
      • Employees · 2,153 to 2,273
        Mar 31, 2022 to May 25, 2022
      • Other offices · 24 to 26
        Mar 31, 2022 to May 25, 2022
      • Private funds · 109 to 112
        Mar 31, 2022 to May 25, 2022
      • Discretionary RAUM · $24B to $24B
        Mar 31, 2022 to May 25, 2022
      • Pooled vehicle RAUM · $16B to $16B
        Mar 31, 2022 to May 25, 2022
      • RAUM · $24B to $24B
        Mar 31, 2022 to May 25, 2022
      • Accounts · 103 to 110
        Jan 13, 2022 to Mar 31, 2022
      • Advisory employees · 557 to 2,153
        Jan 13, 2022 to Mar 31, 2022
      • BD registered reps · 205 to 269
        Jan 13, 2022 to Mar 31, 2022
      • Corporate clients · 0 to 1
        Jan 13, 2022 to Mar 31, 2022
      • Pooled vehicle clients · 102 to 108
        Jan 13, 2022 to Mar 31, 2022
      • Assets in custody · $6.4B to $942M
        Jan 13, 2022 to Mar 31, 2022
      • Employees · 1,554 to 2,153
        Jan 13, 2022 to Mar 31, 2022
      • Other offices · 8 to 24
        Jan 13, 2022 to Mar 31, 2022
      • Private funds · 66 to 109
        Jan 13, 2022 to Mar 31, 2022
      • Discretionary RAUM · $19B to $24B
        Jan 13, 2022 to Mar 31, 2022
      • Pooled vehicle RAUM · $12B to $16B
        Jan 13, 2022 to Mar 31, 2022
      • RAUM · $19B to $24B
        Jan 13, 2022 to Mar 31, 2022
      • Assets in custody · $7.3B to $6.4B
        Jun 9, 2021 to Jul 1, 2021
      • Discretionary RAUM · $20B to $19B
        Jun 9, 2021 to Jul 1, 2021
      • Pooled vehicle RAUM · $13B to $12B
        Jun 9, 2021 to Jul 1, 2021
      • RAUM · $20B to $19B
        Jun 9, 2021 to Jul 1, 2021
      • Accounts · 105 to 103
        Jan 14, 2021 to Mar 31, 2021
      • Advisory employees · 472 to 557
        Jan 14, 2021 to Mar 31, 2021
      • BD registered reps · 189 to 205
        Jan 14, 2021 to Mar 31, 2021
      • Pooled vehicle clients · 104 to 102
        Jan 14, 2021 to Mar 31, 2021
      • Assets in custody · $17B to $7.3B
        Jan 14, 2021 to Mar 31, 2021
      • Employees · 1,250 to 1,554
        Jan 14, 2021 to Mar 31, 2021
      • Private funds · 51 to 66
        Jan 14, 2021 to Mar 31, 2021
      • Discretionary RAUM · $17B to $20B
        Jan 14, 2021 to Mar 31, 2021
      • Non-discretionary RAUM · $677M to $0
        Jan 14, 2021 to Mar 31, 2021
      • Pooled vehicle RAUM · $10B to $13B
        Jan 14, 2021 to Mar 31, 2021
      • RAUM · $17B to $20B
        Jan 14, 2021 to Mar 31, 2021
      • Private funds · 50 to 51
        Apr 28, 2020 to Jul 30, 2020
      • Accounts · 97 to 105
        Jan 8, 2020 to Mar 29, 2020
      • Advisory employees · 410 to 472
        Jan 8, 2020 to Mar 29, 2020
      Signals
      13 dated events
      • Apollo Global Real Estate Management, L.P. reported 24 offices beyond its principal office, up from 8 (2022-01-13 to 2022-03-31)
        Mar 31, 2022 · Office count change · derived
      • Apollo Global Real Estate Management, L.P. reported RAUM $24.3B, up 26% from $19.2B (2022-01-13 to 2022-03-31)
        Mar 31, 2022 · RAUM change · derived
      • David Leon Black (Shareholder) no longer on Schedule A of Apollo Global Real Estate Management, L.P. (listed 2021-10-13, absent 2022-01-13)
        Jan 13, 2022 · Control person left · inference
      • Jordan Joshua Harris (Shareholder) no longer on Schedule A of Apollo Global Real Estate Management, L.P. (listed 2021-10-13, absent 2022-01-13)
        Jan 13, 2022 · Control person left · inference
      • Lynn Jessica Lomm (Vice President And Chief Compliance Officer) no longer on Schedule A of Apollo Global Real Estate Management, L.P. (listed 2021-03-31, absent 2021-06-09)
        Jun 9, 2021 · Control person left · inference
      • Kenan Yael Levy (Vice President And Chief Compliance Officer) appeared on Schedule A of Apollo Global Real Estate Management, L.P.
        Jun 9, 2021 · Control person joined · fact
      • Zee Cindy Michel (Vice President And Chief Compliance Officer) no longer on Schedule A of Apollo Global Real Estate Management, L.P. (listed 2019-10-01, absent 2020-01-07)
        Jan 7, 2020 · Control person left · inference
      • Lynn Jessica Lomm (Vice President And Chief Compliance Officer) appeared on Schedule A of Apollo Global Real Estate Management, L.P.
        Jan 7, 2020 · Control person joined · fact
      • Apollo Global Real Estate Management, L.P. reported RAUM $15.8B, up 68% from $9.4B (2019-06-06 to 2019-08-29)
        Aug 29, 2019 · RAUM change · derived
      • Martin Scott Kleinman (Co-President Of Apollo Global Management, Llc) appeared on Schedule A of Apollo Global Real Estate Management, L.P.
        Mar 30, 2019 · Control person joined · fact
      • Mark Anthony Civale (Co-Chief Operating Officer Of Apollo Global Management, Llc) appeared on Schedule A of Apollo Global Real Estate Management, L.P.
        Mar 30, 2019 · Control person joined · fact
      • Charles James Zelter (Co-President Of Apollo Global Management, Llc) appeared on Schedule A of Apollo Global Real Estate Management, L.P.
        Mar 30, 2019 · Control person joined · fact
      • Gerard Roger Orf (Vice President) no longer on Schedule A of Apollo Global Real Estate Management, L.P. (listed 2019-03-15, absent 2019-03-30)
        Mar 30, 2019 · Control person left · inference
      Across DFX
      shared identifiers only, never a name match
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026
      Across the graphs

      Apollo Global Real Estate Management, L.P. is the same institution as 1 record in Real Estate Funds.

      Real Estate Funds1

      Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.

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