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LMR Partners

SEC-registered adviser since 2018New York, NYCRD 292183

9
Clients
66
Advisory staff

From Form ADV filed 14 August 2026 · data retrieved 15 October 2026SEC record

LMR Partners is an investment adviser headquartered in New York, New York, and registered with the SEC since 2018. Its clients include pooled investment vehicles.

Its services include portfolio management for pooled vehicles. Fee arrangements include a percentage of assets under management, performance-based fees and other arrangements. LMR Management Services Limited owns 75% or more of LMR Partners.

Clients

LMR Partners serves 9 clients. The average client has about $15.6 billion with the firm.

Regulatory assets by client type
  • Pooled investment vehicles9 clients100%
Show client breakdown
Pooled investment vehicles
Clients
9
Regulatory AUM
$140,113,905,605
Share
100.0%
Avg. per client
$15.57B

Total

Clients
9
Regulatory AUM
$140,113,905,605
Share
100%
Avg. per client
$15.57B

What it does

LMR Partners provides portfolio management for pooled vehicles. It is paid through a percentage of assets, performance-based fees and other arrangements.

LMR Partners advises 4 private funds.

100.0% of assets ($140.11B across 9 accounts) are managed with discretion. 100% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.

Custodians

LMR Partners has custody of $140.11B for 9 clients.

Managed account assets by custodian
  • All other custodians$140.11B100%

Ownership and leadership

LMR Management Services Limited owns 75% or more of LMR Partners.

Who owns the firm
LMR Partners LLC· the adviser
  • LMR Management Services Limited

    Control person · since October 2023

    Owns 75% or more of LMR Partners LLC

Leadership

  • Boris Zeldin
    Chief Compliance Officer
  • Martin Byman
    Head of US Office

Staff

  • 106 employees
  • 66 in advisory functions

Fees

LMR Partners is paid through a percentage of assets under management, performance-based fees and other.

LMR Partners’ fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, LMR Partners has 7 offices (3 private residences, listed without an address), with 5 listed addresses across 4 states.

Listed office addresses by state

New York · 2 listed addresses

  • 412 West 15th Street, 9th Floor, New YorkHQ
  • 400 Madison Avenue, New York

Registration details

Legal name
LMR Partners LLC
Headquarters
412 West 15th Street, 9th Floor, New York, NY 10011
SEC file
801-112529
Structure
Delaware LLC
Fiscal year end
December

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does LMR Partners have?

LMR Partners has 9 clients and manages $140.1 billion for them, as of August 2026.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 14 August 2026

What services does LMR Partners offer?

LMR Partners provides portfolio management for pooled vehicles.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

How many financial advisors does LMR Partners have?

LMR Partners has 0 investment adviser representatives registered with state securities authorities, out of 106 employees, and 66 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

Who owns LMR Partners?

LMR Partners is owned through a chain of holding companies by Ben Levine and Stefan Renold. Its direct owner is LMR Management Services Limited (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 14 August 2026

How does LMR Partners get paid?

LMR Partners is paid through a percentage of assets under management, performance-based fees and other arrangements. Its Form ADV lists no commissions among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

Sources

  1. Form ADV Part 1A, amendment filed 14 August 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 292183.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with LMR Partners LLC and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.