Zimmer Partners, Lp
- Regulatory AUM
- $5.2B
- Discretionary
- $5.2B
- Clients
- 16
- Avg AUM / client
- $327M
- Accounts
- 16
- Employees
- 32
AUM over time
Annual snapshots from Form ADV filings · as of Apr 06, 2026
Investments (13F portfolio — 121 positions, $4,147,890,195)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Eversource Energy | COM | $248,895,813 | 3,592,607 | 6.0% | 4.75% |
| 2 | Agree Rlty Corp | COM | $248,483,687 | 3,296,414 | 5.99% | 4.74% |
| 3 | Nisource Inc | COM | $239,970,467 | 5,142,959 | 5.79% | 4.58% |
| 4 | Welltower Inc | COM | $221,222,662 | 1,118,925 | 5.33% | 4.22% |
| 5 | Xcel Energy Inc | COM | $208,871,592 | 2,629,300 | 5.04% | 3.99% |
| 6 | Targa Res Corp | COM | $199,313,551 | 794,933 | 4.81% | 3.81% |
| 7 | Kinder Morgan Inc Del | COM | $192,297,903 | 5,735,100 | 4.64% | 3.67% |
| 8 | Kodiak Gas Svcs Inc | COM | $138,913,341 | 2,381,916 | 3.35% | 2.65% |
| 9 | Txnm Energy Inc | NOTE 5.750% 6/0 | $127,053,441 | 95,022,000 | 3.06% | 2.43% |
| 10 | Pg&E Corp | COM | $121,586,245 | 6,920,105 | 2.93% | 2.32% |
| 11 | Entergy Corp New | COM | $104,334,462 | 928,573 | 2.52% | 1.99% |
| 12 | Idacorp Inc | COM | $103,466,245 | 723,692 | 2.49% | 1.98% |
| 13 | Wec Energy Group Inc | COM | $96,530,647 | 833,814 | 2.33% | 1.84% |
| 14 | Txnm Energy Inc | COM | $89,575,160 | 1,532,247 | 2.16% | 1.71% |
| 15 | H2 O America | COM | $73,396,170 | 1,251,000 | 1.77% | 1.4% |
| 16 | Sempra | COM | $67,980,132 | 699,600 | 1.64% | 1.3% |
| 17 | Black Hills Corp | COM | $60,111,420 | 866,034 | 1.45% | 1.15% |
| 18 | Duke Energy Corp New | COM NEW | $57,342,423 | 437,929 | 1.38% | 1.09% |
| 19 | Forgent Power Solutions Inc | COM SHS CL A | $57,091,720 | 1,950,520 | 1.38% | 1.09% |
| 20 | Bkv Corp | COM | $55,508,875 | 1,946,314 | 1.34% | 1.06% |
| 21 | Kratos Defense & Sec Solutio | COM NEW | $55,219,765 | 783,148 | 1.33% | 1.05% |
| 22 | Caretrust Reit Inc | COM | $54,467,581 | 1,486,155 | 1.31% | 1.04% |
| 23 | Southwest Gas Hldgs Inc | COM | $52,741,522 | 606,922 | 1.27% | 1.01% |
| 24 | Pinnacle West Cap Corp | COM | $50,380,541 | 500,055 | 1.21% | 0.96% |
| 25 | Crh Plc | ORD | $42,048,000 | 400,000 | 1.01% | 0.8% |
Top 25 of 121 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 13 | $4.6B | 87.0% |
| Insurance companies | 3 | $682M | 13.0% |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $6.8B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Zp Master Utility Fund, Ltd. master | Hedge Fund | Cayman Islands | $5.9B | 122 |
| Zimmer Master Infrastructure Fund, L.P. master | Hedge Fund | Cayman Islands | $453M | 33 |
| Zp Master Midcap Fund, Ltd. master | Hedge Fund | Cayman Islands | $370M | 42 |
| Sequentis Triple Net Fund, Lp | Real Estate Fund | Delaware | $27.8M | 11 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Burger, Barbara, Jeanne | General Counsel And Chief Compliance Officer | Sep 2012 (14y) | Less than 5% | |
| Zimmer, Stuart, Jason | Chief Executive Officer | Sep 2012 (14y) | ≈ 0% – 5% via Zimmer Financial Services Group Llc | |
| Pressman, Mitchell, Brad | Chief Financial Officer | Jan 2013 (14y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Zimmer Partners Gp, Llc | General Partner | Sep 2012 | A | Less than 5% |
| Zimmer Financial Services Group Llc | Sole Member | Jul 2018 | B | ≈ 0% – 5% via Zimmer Partners Gp, Llc |
Undisclosed: 80% – 100% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Zimmer, Stuart, Jason: 75% – 100% of Zimmer Financial Services Group Llc × 75% – 100% of Zimmer Partners Gp, Llc × 0% – 5% direct ≈ 0% – 5% of the firm
- Zimmer Financial Services Group Llc: 75% – 100% of Zimmer Partners Gp, Llc × 0% – 5% direct ≈ 0% – 5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (4, $6.8B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Zp Master Utility Fund, Ltd. | Hedge Fund | $5.9B | $5.0M | 122 |
| Zimmer Master Infrastructure Fund, L.P. | Hedge Fund | $453M | $1.0M | 33 |
| Zp Master Midcap Fund, Ltd. | Hedge Fund | $370M | $1.0M | 42 |
| Sequentis Triple Net Fund, Lp | Real Estate Fund | $27.8M | $250K | 11 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/06/2026 | 2.47 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Barclays Capital Inc. $682M (13% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 06, 2026.
View current Form ADV (SEC/IAPD) ↗