Zimmer Capital Management LLC

Overview

Zimmer Capital Management LLC is a small, independent registered investment adviser focused on financial planning and portfolio management for individuals and small businesses. The firm charges clients on a percentage-of-assets basis and can also bill hourly for advice. Investment activity centers on publicly traded pooled vehicles—primarily mutual funds—supplemented by allocations to third‑party real estate managers. Zimmer Capital is not positioned as an ESG-driven allocator. With a concentrated client roster and a modest asset base, the firm appears to favor straightforward, scalable solutions (mutual funds and external real estate funds) rather than building large bespoke private markets portfolios or acting as a capital allocator. Its advisory scope is aimed at individual and family clients; services emphasize plan development and ongoing portfolio oversight.

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Location & Offices