Zimmer Partners LP

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Assets, Funds, Holdings

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Zimmer Partners LP
CRD #165684
SEC #801-77360
CIK #0001565854
AUM $6.8 BB (2024-03-27)
Employees 42 (50% Investors, 0% Brokers)
Phone212-371-8688
Address9 W 57th Street, 33rd Floor
New York, NY 10019-2601
Source [IAPD] [EDGAR]
Total AUM ($BB)
151296302009201420192025
Sector Form 13F Holdings Cap ($BB) Value ($BB)
WELL 37.6 0.3
EVRG 14.9 0.3
ES 28.8 0.3
AEE 23.1 0.3
LNG 34.3 0.3
RYAN 4.2 0.3
NI 11.9 0.2
TRGP 14.2 0.2
FE 21.6 0.2
PNW 8.3 0.2
View All
Holdings by Sector ($BB)
10.08.06.04.02.00.02013201720212025
Type Form D Funds Date Sold ($MM) AUM ($MM)
RE Sequentis Triple Net Fund LP [2022-03-29] 30.6 27.8
HF ZP Master MidCap Fund Ltd [2020-09-21] 62.7 369.7
RE Sequentis CSP Investments LP [2020-03-30] 17.1 39.3
HF Zimmer Master Infrastructure Fund LP [2016-08-09] 560.1 453.4
HF ZP Energy Fund LP [2015-02-26] 816.9 525.0
HF EP Zimmer Ltd 2014-03-07 114.0
HF ZP Master Utility Fund Ltd [2012-02-13] 1,311.9 5,933.8
AUM Breakdown Accounts AUM ($BB)
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 12 6.8
(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 1 0.1
(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 13 6.8
By Discretionary
Discretionary 13 6.8
Non-Discretionary 0 0.0
Total 13 6.8
By Non-United States Persons
Non-United States Persons 3.5
United States Persons 3.4
Total 13 6.8
Form D Directors # Filings # Firms 2011 - 2024
Peter Young 114
Roisin Addlestone 89
Julian Fletcher 52
Andrew Linford 37
Craig Lucas 11
Stuart Zimmer 16
Sequentis Financial LLC 7
Zimmer Financial Services Group LLC 6
Zimmer Financial Service Group LLC 5
Steven Frankel 5
View All
EDGAR Form CIK 2011 - 2024
13F-HR [0001565854]
3 [0001565854]
4 [0001565854]
SC 13D [0001565854]
SC 13G [0001565854]
Form 13D/13G Filer Form 13D/13G Subject Filed
Zimmer Partners LP Portland General Electric Co /OR/ [2023-02-09]
Zimmer Partners LP Innovative Industrial Properties Inc [2023-02-09]
Zimmer Partners LP Opal Fuels Inc [2023-02-09]
Zimmer Partners LP York Water Co [2023-02-09]
Zimmer Partners LP Zimmer Energy Transition Acquisition Corp [2021-06-25]
Zimmer Partners LP QTS Realty Trust Inc [2021-01-29]
Zimmer Partners LP Rattler Midstream LP [2020-04-06]
Zimmer Partners LP MGM Growth Properties LLC [2020-01-30]
Zimmer Partners LP Hilton Grand Vacations Inc [2020-01-30]
Zimmer Partners LP Easterly Government Properties Inc [2019-02-06]
Zimmer Partners LP US Xpress Enterprises Inc [2019-02-06]
Zimmer Partners LP FirstEnergy Corp [2019-02-06]
Zimmer Partners LP Cheniere Energy Partners LP Holdings LLC [2017-05-22]
Zimmer Partners LP Dynagas LNG Partners LP [2014-02-14]
Form 3/4/5 Subject 2011 - 2024
Sequentis Financial LLC
Zimmer Stuart J.
Zimmer Partners GP, LLC
Zimmer Energy Transition Acquisition Corp.
Zimmer Partners, LP
ZP Master Utility Fund, Ltd.
ZETA Sponsor LLC
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