← Directory
ZIMMER PARTNERS, LP
CRD 165684File 801-77360
APPROVED
Custody
Filing as of Apr 6, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$5.24B
Top 25% of cohort (national)
Discretionary AUM
$5.24B
Clients
16
16 accounts
Employees
32
Top 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Nov 30, 2012
- Principal office
- 9 W. 57TH STREET, 33RD FLOOR, NEW YORK, NY, 10019-2601
- Phone
- 212-371-8688
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.24B
- Discretionary AUM
- $5.24B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 16
- Non-discretionary accounts
- 0
- Total accounts
- 16
- AUM per client
- $327.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | 3 | $682.2M |
| Pooled investment vehicles | 13 | $4.56B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 37 | 32 | decreased by5 |
| Apr 1, 2026 | Clients | 14 | 16 | increased by2 |
| Apr 1, 2026 | AUM | $7,905,209,470 | $5,238,017,042 | decreased by$2,667,192,428 |
| Apr 1, 2026 | Accounts | 14 | 16 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 40 | 37 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 13 | 14 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $8,697,708,565 | $7,905,209,470 | decreased by$792,499,095 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 13 | 14 | increased by1 |
| Apr 1, 2022 | Employees | 35 | 40 | increased by5 |
| Apr 1, 2022 | AUM | $8,954,621,000 | $8,697,708,565 | decreased by$256,912,435 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ZIMMER PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ZIMMER PARTNERS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.