Curated Wealth Partners LLC
Position in APO — Apollo Global Management, Inc.
CIK 1781284
EL SEGUNDO, CA
Position in APO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$261,406,298
+$14,135,681 QoQ
Shares Held
2,209,503
-0.4% QoQ
Ownership
0.374%
of shares outstanding
% of Portfolio
39.46%
of 13F equity value
Holder Rank
#33
of 1,165 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Derivatives in APO
reported options exposure · as of Mar 31, 2024CallValue
$0
CallShares
0
PutValue
$264,833,915
PutShares
2,355,126
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Asset Management
Financial Services · as of Jun 30, 2026Curated Wealth Partners LLC holds $432,886,396 across 12 Asset Management names. APO ranks #1 (60.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APO |
Apollo Global Management, Inc.
This page
|
2,209,503 | $261,406,298 | |
| 2 | ARES |
Ares Management Corp
|
1,470,108 | $163,637,721 | |
| 3 | ARCC |
Ares Capital Corp
|
161,868 | $2,999,414 | |
| 4 | BX |
Blackstone Inc.
|
11,666 | $1,372,736 | |
| 5 | BCSF |
Bain Capital Specialty Finance, Inc.
|
100,000 | $1,252,000 | |
| 6 | ARDC |
Ares Dynamic Credit Allocation Fund, Inc.
|
88,853 | $1,122,213 | |
| 7 | APAM |
Artisan Partners Asset Management Inc.
|
9,227 | $318,607 | |
| 8 | KKR |
KKR & Co. Inc.
|
3,422 | $314,069 |
All Filings in APO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $261,406,298 | 2,209,503 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $247,270,617 | 2,219,266 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $322,094,907 | 2,225,027 | Shares | Other | 2026-01-12 | |
| 2025-09-30 | $297,036,973 | 2,228,836 | Shares | Other | 2025-10-09 | |
| 2025-06-30 | $316,296,043 | 2,229,478 | Shares | Other | 2025-07-28 | |
| 2025-03-31 | $305,289,379 | 2,229,366 | Shares | Other | 2025-04-15 | |
| 2024-12-31 | $367,108,233 | 2,222,743 | Shares | Other | 2025-01-21 | |
| 2024-09-30 | $291,128,610 | 2,330,707 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $278,944,506 | 2,362,535 | Shares | Other | 2024-07-12 | |
| 2024-03-31 | $264,833,915 | 2,355,126 | Put | Other | 2024-04-12 | |
| 2023-12-31 | $223,575,017 | 2,399,131 | Shares | Other | 2024-01-09 | |
| 2023-09-30 | $218,584,628 | 2,435,212 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $190,738,048 | 2,483,245 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $156,841,627 | 2,483,243 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $164,691,809 | 2,581,781 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $120,053,932 | 2,581,805 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $125,166,342 | 2,581,814 | Shares | Other | 2022-07-27 | |
| No filing history on record for this holder in this stock. | ||||||