Apollo Leads Series C Funding Round in GeoWealth

Paul, Weiss advised Apollo Global Management on its leading role in a Series C funding round in, and strategic partnership with, GeoWealth, a proprietary technology and turnkey asset management platform. The funding round included participation from other institutional investors, while the partnership will expand access to customizable public-private model portfolios for registered investment advisors, combining GeoWealth’s unified managed account technology and proprietary portfolio management software with Apollo’s private markets expertise.

The Paul, Weiss team was led by corporate partners Daniel Fuschillo and Joseph Glatt, and included partners Aaron Schlaphoff, Jarryd Anderson and Luke Jennings; tax partner Sohail Itani; and intellectual property partner Claudine Meredith-Goujon.