The APOLLON WEALTH MANAGEMENT is a privately held investment adviser that advises $13.01Bn in regulatory assets under management held in 2 SEC fund types across 2 investment strategies. APOLLON WEALTH MANAGEMENT is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 730.08% over the last 5-years.
The Group has been registered with the SEC for 8.53 years and is comprised of 2 filing and 0 relying advisers. They operate out of 37 office locations with their Headquarters at 111 COLEMAN BLVD SUITE 402, MOUNT PLEASANT, SOUTH CAROLINA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 228 employees comprised of 133 investment and 95 non-investment staff. The total number of Employees increased by 484.62% over the last 5-years.
Their $13.01Bn in assets advised are owned by 4 private funds, 0 public funds and BDCs and 77 other accounts. Assets of High Net Worth Individuals clients own $10.38Bn or 79.75% of Total Assets and Individuals own $2.22Bn or 17.09% of Total Assets.
The Group's top investment strategies include Fund of Funds and FI/Credit - Diverse, representing 58.89% and 41.11% of total assets, respectively.
They advise 7 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 2 Fund Administrators, 2 Fund Auditors, 2 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
APOLLON WEALTH MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.