ZIMMERMAN CAPITAL MANAGEMENT

Overview

Zimmerman Capital Management is an independent, owner-operated registered investment adviser organized as an LLC that serves individuals, families and institutional clients. The firm runs discretionary portfolio management as its primary activity and supplements that with financial planning, pension consulting and ongoing advisory services for small businesses and institutions. Investment activity tilts heavily toward pooled public funds and managed mutual funds, with an emphasis on separately managed account (SMA) wrappers for taxable and institutional clients. The firm charges clients via asset-based fees and also offers hourly and fixed-fee engagements. In terms of investment preferences, Zimmerman Capital Management favors diversified, manager-driven exposures rather than concentrated single-stock positions. It is not positioned as an ESG-focused investor and does not act as a multi-state adviser. Manager allocation includes third-party real estate fund managers where appropriate and the firm integrates annuities and mutual funds to address income and liability-matching needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices