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| Zimmer Partners LP
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| CRD # | 165684 |
| SEC # | 801-77360 |
| CIK # | 0001565854 |
| AUM | 5,238.0 M (2026-04-06) |
| Employees | 32 (59% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 212-371-8688 |
| Address | 9 W 57th Street, 33rd Floor New York, NY 10019-2601 |
| Source | [IAPD] [EDGAR] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001565854 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Northeast Utilities | 0.2 | ||
| Agree Realty Corp | 0.2 | ||
| Nisource Inc/DE | 0.2 | ||
| Health Care REIT Inc /DE/ | 0.2 | ||
| XCEL Energy Inc | 0.2 | ||
| Targa Resources Corp | 0.2 | ||
| Kinder Morgan Inc | 0.2 | ||
| Kodiak Gas Services Inc | 0.1 | ||
| PG&E Corp | 0.1 | ||
| Entergy Corp /DE/ | 0.1 | ||
| Idacorp Inc | 0.1 | ||
| Wisconsin Energy Corp | 0.1 | ||
| PNM Resources Inc | 0.1 | ||
| SJW Corp | 0.1 | ||
| Sempra Energy | 0.1 | ||
| Black Hills Corp /SD/ | 0.1 | ||
| Duke Energy Corp | 0.1 | ||
| Forgent Power Solutions Inc | 0.1 | ||
| BKV Corp | 0.1 | ||
| Kratos Defense & Security Solutions Inc | 0.1 | ||
| Caretrust REIT Inc | 0.1 | ||
| Southwest Gas Holdings Inc | 0.1 | ||
| Pinnacle West Capital Corp | 0.1 | ||
| CRH Public Ltd Co | 0.0 | ||
| General Electric Co | 0.0 | ||
| Viper Energy Inc | 0.0 | ||
| LOAR Holdings Inc | 0.0 | ||
| Dominion Resources Inc /VA/ | 0.0 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| RE | Sequentis Triple Net Fund LP | [2022-03-29] | 30.6 M | 28.9 M |
| Filed 2023-01-30 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| HF | ZP Master MidCap Fund Ltd | [2020-09-21] | 79.5 M | 419.9 M |
| Filed 2025-04-04 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| RE | Sequentis CSP Investments LP | [2020-03-30] | 17.1 M | 39.3 M |
| Filed 2021-02-16 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| HF | Zimmer Master Infrastructure Fund LP | [2016-08-09] | 830.3 M | 744.3 M |
| Filed 2025-04-04 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | ZP Energy Fund LP | [2015-02-26] | 830.3 M | 525.0 M |
| Filed 2025-04-04 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | EP Zimmer Ltd | 2014-03-07 | 114.0 M | |
| HF | ZP Master Utility Fund Ltd | [2012-02-13] | 1,421.8 M | 3,061.7 M |
| Filed 2025-04-04 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 13 | 4.6 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 3 | 0.7 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 16 | 5.2 |
| By Discretionary | ||
| Discretionary | 16 | 5.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 16 | 5.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.1 | |
| United States Persons | 3.1 | |
| Total | 16 | 5.2 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Craig Lucas | Executive Officer | 15 | 4 | |
| Stuart Zimmer | Executive Officer | 16 | 2 | |
| Sequentis Financial LLC | Executive Officer | 7 | 2 | |
| Zimmer Financial Services Group LLC | Executive Officer | 6 | 2 | |
| Zimmer Financial Service Group LLC | Executive Officer | 5 | 2 | |
| Steven Frankel | Executive Officer | 5 | 2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001565854] | |
| 3 | [0001565854] | |
| 4 | [0001565854] | |
| SC 13D | [0001565854] | |
| SC 13G | [0001565854] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Hedge Fund, Real Estate |
| LEI | 549300VYX5JHBKROFL43 |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Zimmer Energy Transition Acquisition Corp ZT
Class A Common Stock
|
2023-06-09 | Disposed to issuer | 3,500,000 | $10.25 | 35,875,000 |
|
Zimmer Energy Transition Acquisition Corp ZTAQU
Class A Common Stock
|
2021-06-18 | Buy | 3,500,000 | $10.00 | 35,000,000 |
|
Zimmer Energy Transition Acquisition Corp ZTAQU
Class B Common Stock
|
2021-06-04 | Disposed to issuer | 1,437,500 | $0.00 | |
|
Zimmer Energy Transition Acquisition Corp ZTAQU
Class B Common Stock
|
2021-04-28 | Sell | 120,000 | $0.00 | |
|
Zimmer Energy Transition Acquisition Corp ZTAQU
Class B Common Stock
|
2021-03-12 | Grant | 10,062,500 | $0.00 |
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