{"url":"https://nivawealth.com/firms/lmr-partners-292183","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/292183","regulatoryAum":140113905605,"crd":"292183","secFileNumber":"801-112529","legalName":"LMR Partners LLC","displayName":"LMR Partners","website":"http://www.lmrpartners.com","linkedinUrl":"https://www.linkedin.com/company/lmr-partners","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"412 West 15th Street, 9th Floor","city":"New York","state":"NY","stateName":"New York","country":"United States","postalCode":"10011"},"tradeNames":[],"registration":{"secApproved":"5 March 2018","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":106,"advisory":66,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":140113905605,"discretionaryAccounts":9,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":100,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":9,"regulatoryAum":140113905605}],"fees":[],"feeNotes":[],"custodians":[],"custodyNote":"LMR Partners has custody of $140.11B for 9 clients.","otherCustodians":[],"leadership":[{"name":"Boris Zeldin","title":"Chief Compliance Officer","crd":"7708839"},{"name":"Martin Byman","title":"Head of US Office","crd":"2914057"}],"ownership":[{"label":"LMR Management Services Limited","detail":"Member in the 75% or more ownership band and a control person, since October 2023."},{"label":"Ben Levine","detail":"Indirect owner: a shareholder of Lgi Investments Ag in the 75% or more band and a control person, since January 2010.","parent":"Lgi Investments Ag"},{"label":"LMR Partners LP","detail":"Indirect owner: a shareholder of LMR Partners (offshore) LTD in the 75% or more band and a control person, since June 2014.","parent":"LMR Partners (offshore) LTD"},{"label":"LMR Partners Management Limited","detail":"Indirect owner: general partner of LMR Partners LP and a control person, since September 2009.","parent":"LMR Partners LP"},{"label":"Stefan Renold","detail":"Indirect owner: a partner of LMR Partners LP in the 25% to 50% band and a control person, since September 2024.","parent":"LMR Partners LP"},{"label":"Lgi Investments Ag","detail":"Indirect owner: a partner of LMR Partners LP in the 25% to 50% band and a control person, since February 2020.","parent":"LMR Partners LP"},{"label":"LMR Partners (offshore) LTD","detail":"Indirect owner: a shareholder of LMR Management Services Limited in the 75% or more band and a control person, since February 2009.","parent":"LMR Management Services Limited"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":7,"privateResidences":3},"listedOfficeAddresses":5,"officesByState":[{"state":"Connecticut","offices":1,"addresses":[{"street":"28 Havemeyer PL","city":"Greenwich"}]},{"state":"Florida","offices":1,"addresses":[{"street":"78 SW 7th ST","city":"Miami"}]},{"state":"New York","offices":2,"addresses":[{"street":"412 West 15th Street, 9th Floor","city":"New York","headquarters":true},{"street":"400 Madison Avenue","city":"New York"}]},{"state":"Texas","offices":1,"addresses":[{"street":"8 Greenway Plaza","city":"Houston"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"646-891-5701","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees","Other"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":4},"sources":{"adv1FilingDate":"14 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/292183/PDF/292183.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does LMR Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does LMR Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does LMR Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns LMR Partners?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does LMR Partners get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}