ZIMMER PARTNERS, LP
Adviser information for ZIMMER PARTNERS, LP last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 42 |
|---|---|
| Investment Advisory/Research | 21 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 13 | $6.8B |
| Non-Discretionary | 0 | $0 |
| Total | 13 | $6.8B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 12 | $6.8B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 1 | $56.6M |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 50 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMPerformance-based fees |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Principal Office
9 W. 57TH STREET, 33RD FLOORNEW YORK
NY
United States
Monday - Friday, 8:30AM- 5:30 PM
Tel: 212-371-8688, Fax: 646-219-0702
Chief Compliance Officer
BARBARA BURGER
GENERAL COUNSEL
9 W. 57TH STREET, 33RD FLOOR
NEW YORK
NY
United States
Tel:
212-440-0749
Fax:
646-219-0702
B******@*****************M
(Full email address available in API data)
Regulatory Contact
MITCHELL PRESSMAN
CHIEF FINANCIAL OFFICER
9 W. 57TH STREET, 33RD FLOOR
NEW YORK
NY
United States
Tel:
212-710-2346
Fax:
646-219-0702
M********@*****************M
(Full email address available in API data)
Industry Affiliates
| ATEGRITY SPECIALTY INSURANCE COMPANY | Insurance company or agency |
| SEQUENTIS REINSURANCE COMPANY LIMITED | Insurance company or agency |
| SEQUENTIS TRIPLE NET FUND GP, LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| ZIMMER INFRASTRUCTURE GP, LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| ZIMMER OFFSHORE INFRASTRUCTURE GP, LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| ZP MIDCAP GP, LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| ZP UTILITY GP, LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| ZP UTILITY INSURANCE GP II, LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| ZP UTILITY INSURANCE GP, LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| SEQUENTIS TRIPLE NET FUND, LP | Real Estate Fund | $27.8M | $0.3M | 11 |
| ZIMMER MASTER INFRASTRUCTURE FUND, L.P. | Hedge Fund | $453.4M | $1.0M | 33 |
| ZP MASTER MIDCAP FUND, LTD. | Hedge Fund | $369.7M | $1.0M | 42 |
| ZP MASTER UTILITY FUND, LTD. | Hedge Fund | $5,933.8M | $5.0M | 122 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ZIMMER, STUART, JASON | Individual | – | CHIEF EXECUTIVE OFFICER | 09/2012 | < 5% |
| BURGER, BARBARA, JEANNE | Individual | – | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | 09/2012 | < 5% |
| ZIMMER PARTNERS GP, LLC | Domestic Entity | – | GENERAL PARTNER | 09/2012 | < 5% |
| ZIMMER, STUART, JASON | Individual | ZIMMER FINANCIAL SERVICES GROUP LLC | MEMBER | 07/2018 | > 75% |
| PRESSMAN, MITCHELL, BRAD | Individual | – | CHIEF FINANCIAL OFFICER | 01/2013 | < 5% |
| ZIMMER FINANCIAL SERVICES GROUP LLC | Domestic Entity | ZIMMER PARTNERS GP, LLC | SOLE MEMBER | 07/2018 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| 4D MOLECULAR THERAPEUTICS IN | COM | 3M | 139K | – |
| ABACUS LIFE INC | CL A | 5M | 600K | – |
| AES CORP | COM | 351K | 20K | – |
| ALLY FINL INC | COM | 15M | 375K | – |
| AMBAC FINL GROUP INC | COM NEW | 962K | 75K | – |
| AMEREN CORP | COM | 291M | 4M | – |
| AMERICAN ELEC PWR CO INC | COM | 582K | 7K | – |
| AMERICAN HOMES 4 RENT | CL A | 4M | 105K | – |
| API GROUP CORP | COM STK | 36M | 958K | – |
| ARCBEST CORP | COM | 8M | 75K | – |
| ASTRAZENECA PLC | SPONSORED ADR | 16M | 201K | – |
| AT&T INC | COM | 24M | 1M | – |
| AUTOZONE INC | COM | 12M | 4K | – |
| AVERY DENNISON CORP | COM | 6M | 28K | – |
| AZZ INC | COM | 20M | 253K | – |
| BBB FOODS INC | CL A COM | 1M | 50K | – |
| BEACON ROOFING SUPPLY INC | COM | 13M | 145K | – |
| BIOMARIN PHARMACEUTICAL INC | COM | 14M | 166K | – |
| BOWHEAD SPECIALTY HLDGS INC | COM SHS | 5M | 215K | – |
| CABLE ONE INC | COM | 9M | 27K | – |
| CANADIAN NATL RY CO | COM | 1M | 11K | – |
| CARETRUST REIT INC | COM | 82M | 3M | – |
| CATERPILLAR INC | COM | 13M | 40K | – |
| CELANESE CORP DEL | COM | 7M | 50K | – |
| CENTERPOINT ENERGY INC | COM | 24M | 776K | – |
| CENTURI HOLDINGS INC | COM SHS | 18M | 905K | – |
| CHARTER COMMUNICATIONS INC N | CL A | 38M | 127K | – |
| CHENIERE ENERGY INC | COM NEW | 241M | 1M | – |
| CHENIERE ENERGY INC | COM NEW | 44M | 250K | – |
| CHESAPEAKE UTILS CORP | COM | 47M | 439K | – |
| CLEAN ENERGY FUELS CORP | COM | 2M | 578K | – |
| CMS ENERGY CORP | COM | 13M | 211K | – |
| CONSTELLATION ENERGY CORP | COM | 10M | 50K | – |
| CORBUS PHARMACEUTICALS HLDGS | COM NEW | 932K | 21K | – |
| CORE & MAIN INC | CL A | 10M | 205K | – |
| CORPAY INC | COM SHS | 38M | 143K | – |
| CRH PLC | ORD | 18M | 240K | – |
| CROWN CASTLE INC | COM | 15M | 157K | – |
| CSX CORP | COM | 3M | 77K | – |
| CYTOKINETICS INC | COM NEW | 5M | 92K | – |
| DHT HOLDINGS INC | SHS NEW | 4M | 313K | – |
| DIGITAL RLTY TR INC | COM | 19M | 126K | – |
| DISC MEDICINE INC | COM | 2M | 34K | – |
| EASTGROUP PPTYS INC | COM | 34M | 200K | – |
| EATON CORP PLC | SHS | 22M | 70K | – |
| ELEDON PHARMACEUTICALS INC | COM | 6M | 2M | – |
| ELI LILLY & CO | COM | 27M | 30K | – |
| ENBRIDGE INC | COM | 113M | 3M | – |
| ENCORE CAP GROUP INC | COM | 3M | 60K | – |
| ENTERGY CORP NEW | COM | 971K | 9K | – |
| EQUINIX INC | COM | 7M | 10K | – |
| EQUITRANS MIDSTREAM CORP | COM | 29M | 2M | – |
| EVEREST GROUP LTD | COM | 38M | 100K | – |
| EVERGY INC | COM | 310M | 6M | – |
| EVERSOURCE ENERGY | COM | 303M | 5M | – |
| EVOLUS INC | COM | 5M | 502K | – |
| EXELON CORP | COM | 53M | 2M | – |
| FIRSTENERGY CORP | COM | 215M | 6M | – |
| GALLAGHER ARTHUR J & CO | COM | 7M | 27K | – |
| GATES INDL CORP PLC | ORD SHS | 28M | 2M | – |
| GAUZY LTD | SHS | 7M | 598K | – |
| GE VERNOVA INC | COM | 7M | 43K | – |
| GMS INC | COM | 9M | 115K | – |
| HESS MIDSTREAM LP | CL A SHS | 51M | 1M | – |
| HUDBAY MINERALS INC | COM | 5M | 600K | – |
| IBOTTA INC | CLASS A COM SHS | 752K | 10K | – |
| IMMATICS N.V | SHS | 4M | 360K | – |
| IMMUNOME INC | COM | 908K | 75K | – |
| INNOVATIVE INDL PPTYS INC | COM | 60M | 549K | – |
| INVITATION HOMES INC | COM | 6M | 180K | – |
| IONIS PHARMACEUTICALS INC | COM | 10M | 200K | – |
| IOVANCE BIOTHERAPEUTICS INC | COM | 4M | 475K | – |
| JOHNSON CTLS INTL PLC | SHS | 42M | 625K | – |
| KALVISTA PHARMACEUTICALS INC | COM | 739K | 63K | – |
| KIMCO RLTY CORP | COM | 5M | 250K | – |
| KINETIK HOLDINGS INC | COM NEW CL A | 53M | 1M | – |
| KODIAK GAS SVCS INC | COM | 12M | 431K | – |
| KYNDRYL HLDGS INC | COMMON STOCK | 70M | 3M | – |
| LANDBRIDGE COMPANY LLC | CL A | 7M | 300K | – |
| MAREX GROUP PLC | ORD | 12M | 600K | – |
| MERCK & CO INC | COM | 19M | 150K | – |
| MICROSOFT CORP | COM | 5M | 11K | – |
| MID-AMER APT CMNTYS INC | COM | 6M | 40K | – |
| MIDDLESEX WTR CO | COM | 2M | 38K | – |
| MONTROSE ENVIRONMENTAL GROUP | COM | 3M | 60K | – |
| NCL CORP LTD | NOTE 1.125% 2/1 | 9M | 10M | – |
| NEXTERA ENERGY INC | COM | 23M | 330K | – |
| NISOURCE INC | COM | 229M | 8M | – |
| NORFOLK SOUTHN CORP | COM | 21M | 99K | – |
| NRG ENERGY INC | COM NEW | 2M | 24K | – |
| NVENT ELECTRIC PLC | SHS | 17M | 225K | – |
| OGE ENERGY CORP | COM | 839K | 23K | – |
| ONEMAIN HLDGS INC | COM | 10M | 200K | – |
| OPAL FUELS INC | CLASS A COM | 8M | 2M | – |
| OTTER TAIL CORP | COM | 876K | 10K | – |
| PACS GROUP INC | COM SHS | 24M | 800K | – |
| PARKER-HANNIFIN CORP | COM | 20M | 40K | – |
| PENTAIR PLC | SHS | 10M | 135K | – |
| PFIZER INC | COM | 12M | 438K | – |
| PG&E CORP | COM | 37M | 2M | – |
| PG&E CORP | COM | 79M | 5M | – |
| PG&E CORP | COM | 17M | 1M | – |
| PINNACLE WEST CAP CORP | COM | 210M | 3M | – |
| PNM RES INC | COM | 132M | 4M | – |
| PNM RES INC | COM | 4M | 100K | – |
| PORTLAND GEN ELEC CO | COM NEW | 38M | 890K | – |
| PROFICIENT AUTO LOGISTICS IN | COM | 9M | 535K | – |
| PROLOGIS INC. | COM | 51M | 450K | – |
| PUBLIC SVC ENTERPRISE GRP IN | COM | 18M | 250K | – |
| QUANTA SVCS INC | COM | 13M | 50K | – |
| R1 RCM INC | COM | 6M | 500K | – |
| REALTY INCOME CORP | COM | 5M | 88K | – |
| RILEY EXPLORATION PERMIAN IN | COM | 1M | 44K | – |
| ROGERS COMMUNICATIONS INC | CL B | 11M | 294K | – |
| RYAN SPECIALTY HOLDINGS INC | CL A | 264M | 5M | – |
| SANA BIOTECHNOLOGY INC | COM | 2M | 369K | – |
| SANOFI | SPONSORED ADR | 11M | 227K | – |
| SBA COMMUNICATIONS CORP NEW | CL A | 7M | 35K | – |
| SEMPRA | COM | 145M | 2M | – |
| SILVACO GROUP INC | COM | 450K | 25K | – |
| SIMON PPTY GROUP INC NEW | COM | 9M | 63K | – |
| STAG INDL INC | COM | 3M | 75K | – |
| STRUCTURE THERAPEUTICS INC | SPONSORED ADS | 7M | 177K | – |
| SYNDAX PHARMACEUTICALS INC | COM | 3M | 155K | – |
| TARGA RES CORP | COM | 229M | 2M | – |
| TELEPHONE & DATA SYS INC | COM NEW | 3M | 125K | – |
| TEREX CORP NEW | COM | 9M | 160K | – |
| TERNS PHARMACEUTICALS INC | COM | 96K | 14K | – |
| T-MOBILE US INC | COM | 35M | 197K | – |
| TORTOISE ENERGY INDEPENDENC | COM | 281K | 8K | – |
| TORTOISE ENERGY INFRA CORP | COM | 2M | 60K | – |
| TORTOISE MIDSTRM ENERGY FD I | COM | 793K | 18K | – |
| TORTOISE PIPELINE & ENERGY F | COM | 348K | 10K | – |
| TORTOISE PWR & ENERGY INFRAS | COM | 215K | 14K | – |
| TRANSDIGM GROUP INC | COM | 13M | 10K | – |
| TURNSTONE BIOLOGICS CORP | COM | 566K | 216K | – |
| UDR INC | COM | 5M | 113K | – |
| UGI CORP NEW | COM | 122M | 5M | – |
| UL SOLUTIONS INC | CLASS A COM SHS | 13M | 300K | – |
| UNION PAC CORP | COM | 4M | 18K | – |
| UNITED STATES CELLULAR CORP | COM | 2M | 40K | – |
| VERTIV HOLDINGS CO | COM CL A | 9M | 100K | – |
| VIKING HOLDINGS LTD | ORD SHS | 21M | 625K | – |
| VIPER ENERGY INC | CL A | 3M | 73K | – |
| VISTRA CORP | COM | 24M | 276K | – |
| VSE CORP | COM | 15M | 175K | – |
| WASTE MGMT INC DEL | COM | 14M | 65K | – |
| WAYSTAR HLDG CORP | COM | 21M | 956K | – |
| WEBTOON ENTMT INC | COM | 228K | 10K | – |
| WEC ENERGY GROUP INC | COM | 94M | 1M | – |
| WELLTOWER INC | COM | 346M | 3M | – |
| WESCO INTL INC | COM | 44M | 275K | – |
| XCEL ENERGY INC | COM | 162M | 3M | – |
| YORK WTR CO | COM | 26M | 703K | – |