Data / Investment advisers / New York / Zimmer Partners, LP
Zimmer Partners, LP, New York, NY: $5.2 billion AUM, SEC registered investment adviser
Zimmer Partners, LP is an SEC registered investment adviser with its main office in New York, New York and reports $5.2 billion in regulatory assets under management in its Form ADV filed April 6, 2026. Its clients include pooled investment vehicles and insurance companies. It is paid through a percentage of assets under management and performance based fees. It advises 4 private funds.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 165684
- SEC file number
- 801-77360
- SEC status
- Approved, effective November 30, 2012
- Main office
- 9 W. 57th Street, 33rd Floor, New York, NY 10019
- Phone
- (212) 371-8688
- Regulatory AUM
- $5,238,017,042 in the Form ADV filed April 6, 2026
- Discretionary AUM
- $5,238,017,042
- Accounts
- 16
- Employees
- 32, of which 19 give investment advice
- Form of organization
- Limited Partnership
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 4: 3 hedge funds, 1 real estate fund
- Gross assets of private funds
- $4,254,828,630
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 6, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 13 | $4.56 billion |
| Insurance companies | 3 | $682.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $5.24 billion | March 30, 2026 |
| December 1, 2025 | $7.91 billion | March 14, 2025 |
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Cornell Capital | New York | $5.38 billion | 16 | adviserinfo.sec.gov |
| Mantle Ridge LP | New York | $5.35 billion | 13 | adviserinfo.sec.gov |
| Family Manage LLC | New York | $5.31 billion | 2 | adviserinfo.sec.gov |
| MHR Fund Management LLC | New York | $5.26 billion | 10 | adviserinfo.sec.gov |
| Dextra Partners | New York | $5.25 billion | 14 | adviserinfo.sec.gov |
| Spruce House Investment Management LLC | New York | $5.24 billion | 2 | adviserinfo.sec.gov |
| Standard Investments LLC | New York | $5.22 billion | 12 | adviserinfo.sec.gov |
| Paine Schwartz Partners, LLC | New York | $5.19 billion | 18 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New York, NY
- Investment advisers in New York
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers serving insurance companies
- Advisers that manage private funds
- Zimmer Partners, LP on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.