ZIMMER PARTNERS, LP

RIASEC RegisteredEst. 2012
Total AUM
$5.2B
Discretionary
$5.2B
100% of AUM
Avg account
$327M
Accounts
16
Employees
32
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
165684
Registered since
November 30, 2012
Custodians
BARCLAYS BANK PLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles86.98%
  • Insurance Companies13.02%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Zimmer Partners, LP is a limited partnership registered with the SEC since 2012 that operates as a multi-strategy fund manager with both hedge fund and real estate activities. The firm serves institutional clients and charges a combination of asset-based fees and performance fees. Regulatory filings identify Zimmer Partners as engaging in CPO/CTA activities and providing portfolio management for pooled investment vehicles as well as for businesses or institutions. The firm is not flagged as an active ESG investor and is structured as a domestic entity/individual owner type.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Investment Grade Corp Bonds 66%, US Government Bonds 17%, Non-Investment Grade Corp Bonds 16%, Other 1%66%
  • Investment Grade Corp Bonds66%
  • US Government Bonds17%
  • Non-Investment Grade Corp Bonds16%
  • Other1%

Owners & executives

2 of 2
  • STUART ZIMMER

    Chief Executive OfficerCRD 2778761

  • NEIL ADLER

    Chief Financial OfficerCRD 8239215

Contacts

1 of 1
  • JELENA NAPOLITANO

    General CounselCRD 8049251

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
9 W 57th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth