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Zimmer Lucas Capital, LLC (New York)


Zimmer Lucas Capital, LLC is a large advisory firm based in New York. It manages $2.07 billion of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2012.

Zimmer Lucas Capital provides portfolio management for pooled investment vehicles and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Zimmer Lucas Capital: assets under management

The assets under management (AUM) of Zimmer Lucas Capital, LLC is $2.07 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $2.07 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $206.64 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Zimmer Lucas Capital, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where Zimmer Lucas Capital, LLC performs its advisory services is located at 7 West 54 Th Street, New York, NY 10019, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-509-1600 or by fax 212-710-2342. The normal business hours are 8:30am- 5:30pm on Monday - Friday.


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