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 that operates as a multi-strategy investment manager with both hedge fund and real estate activities. Registered with the SEC since 2012, the firm primarily serves institutional clients and combines pooled-vehicle portfolio management with advisory services for businesses and institutions. It also performs commodity pool operator/commodity trading advisor (CPO/CTA) functions and can act as sponsor, general partner or managing member of pooled investment vehicles. Fees include a percentage-of-assets component plus performance-based compensation. Zimmer Partners does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

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

FINTRX

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