Apollo Global Management
advisor19 known aliases resolved via the canonical alias map
Market position · 2024
Plans served8-3 YoYRank #1969 of mapped providers
Assets under administration$34.2B0.0%Market share · rank #436
Fees received$2MMedian $99,763/planSum across Schedule C direct + indirect
Net wins YoY-30 won · 3 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Apollo Global Management plan look like?
Service mix · median fees per plan
Count of plans where Apollo Global Management ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Other investment fees and expenses; Investment management fees paid directly by planCode 28 | 7 | $125,204 | |
Direct payment from the plan; Investment advisory (plan)Code 27 | 1 | $66,251 |
Competitor overlap
Percent of Apollo Global Management's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Apollo Global Management.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Apollo Global Management; not this year.
| Sponsor | To | Assets |
|---|---|---|
3M COMPANYMN · 410417775-002 | Hughes Pittman & Gupton LLP | $14.3B |
NEXTERA ENERGY, INC.FL · 592449419-001 | Boston Partners Global Investors | $5.1B |
UNIVERSITY HOSPITALS HEALTH SYSTEMOH · 340714775-333 | Wellington Group Holdings LLP | $891M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUNDDC · 516031295-002 | $15.0B | 311,750 | $1M | 7y | - |
CITIGROUP INC.CT · 521568099-020 | $10.0B | 119,922 | $537,543 | 4y | - |
FACTORY MUTUAL INSURANCE COMPANYRI · 050316605-001 | $3.0B | 8,907 | $352,803 | 2y | - |
NORTHWELL HEALTH, INC.NY · 113418133-006 | $2.8B | 42,096 | $74,321 | 2y | - |
BOARD OF TRUSTEESNY · 131764242-001 | $2.6B | 56,488 | $0 | 2y | - |
SHEET METAL WORKERS PENSION FUND OF LOCAL UNIONPA · 231494364-001 | $519M | 4,207 | $19,792 | 10y | - |
WELLMARK, INC.IA · 352772844-001 | $235M | 2,700 | $125,204 | 2y | - |
ALMA PRODUCTS I, INC.MI · 364277468-001 | $14M | 414 | $66,251 | 3y | - |
Flag exposure
100.0%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (19)
Raw Schedule C names collapsed into Apollo Global Management.
- ALGERT GLOBAL
- ALGERT GLOBAL LLC
- ALGORITHMIC CAPITAL PARTNERS, LLC
- ALIAGENCY
- ALIAGENCY, A DIV. OF ALICARE INC.
- ALIAGENCY, A DIVISION OF ALICARE
- ALIANCE BENEFIT GROUP
- APOLLO ADVISORS IX, LP
- APOLLO ADVISORS VIII, L.P.
- APOLLO CAPITAL MANAGEMENT L.P.
- APOLLO CREDIT OPP FD III LP
- APOLLO GLOBAL MANAGEMENT LLC
- APOLLO GLOBAL MANAGEMENT, INC
- APOLLO INVESTMENT FUND VIII LP
- APOLLO MANAGEMENT
- APOLLO NAVIGATOR MGMT I,LLC
- APOLLO NRP II
- APOLLO RESOURCES
- APOLLO ST FUND MANAGEMENT LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Apollo Global Management's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Apollo Global Management. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Apollo Global Management's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Morgan Lewis & Bockius LLP | 2 | 25.0% |
| Proskauer Rose LLP | 2 | 25.0% |
| Ellenoff Grossman & Schole LLP | 1 | 12.5% |
| Groom Law Group, Chartered | 1 | 12.5% |
| Legghio & Israel, P.C. | 1 | 12.5% |
| Pitta LLP | 1 | 12.5% |
| Spear Wilderman PC | 1 | 12.5% |
| Susanin Widman & Brennan PC | 1 | 12.5% |