LAMA PARTNERS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
NEWTON, Massachusetts
CRD number
312067
Registered since
June 14, 2022

Firm profile

FINTRX

Overview

Lama Partners, LLC is a limited liability company that operates as a sponsor and general partner of pooled investment vehicles, with its principal investment activity concentrated in venture capital. The firm is SEC-registered and organized to run at least one pooled vehicle rather than acting as a traditional advisory firm with retail client accounts. Lama Partners does not identify as an active ESG investor and is not registered as a multi-state adviser. Its public profile shows a single fund as the primary vehicle through which it sources and manages private-company equity positions. The firm’s role as GP and managing member suggests it controls fund-level decisions: sourcing deals, negotiating terms, structuring rounds and managing capital deployment and follow-on reserves. Lama Partners appears focused on direct private investments rather than discretionary managed accounts or third-party manager allocations.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Gil Zimmermann

    Founding PartnerCRD 7531791

  • Tsahy Shapsa

    ManagerCRD 7531794

  • Ron Zalkind

    Founding General PartnerCRD 7532086

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

NEWTON, MA

MIDDLESEX

Location

NEWTON, MA

Headquartered in NEWTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
MIDDLESEX
Address
73 Levbert Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth