# LMR Partners LLC

> LMR Partners LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2018, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated August 14, 2026.

- CRD: 292183
- Filed as: LMR PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: August 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/292183
- AdvisorCensus page: https://advisorcensus.com/firm/lmr-partners-llc-new-york-ny-292183

## Quick answers

**How is LMR Partners LLC compensated?**
On its Form ADV (Item 5.E, October 2026), LMR Partners LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other.

**Where is LMR Partners LLC located?**
LMR Partners LLC's principal office is in New York, NY, according to its Form ADV; the September 2026 filing also lists 4 other offices (Schedule D, Section 1.F).

**Is LMR Partners LLC registered with the SEC or a state?**
LMR Partners LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 292183.

**How much does LMR Partners LLC manage?**
LMR Partners LLC reports $140,113,905,605 in regulatory assets under management in its Form ADV filing dated August 14, 2026 (100% discretionary).

**How have LMR Partners LLC's assets and staff changed since 2021?**
In the Form ADV data for LMR Partners LLC: Regulatory assets under management: $1,452,348,465 in the October 2021 data and $140,113,905,605 in the October 2026 data, up 9547%. Total employees: 15 in October 2021 and 106 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does LMR Partners LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (9).

**Does LMR Partners LLC report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/292183

**Does LMR Partners LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 27, 2026 says: "Generally, the minimum initial investment in the Funds is $1,000,000 USD. However, the Manager or the Investment Managers may, in their discretion, accept smaller initial investments from time to time."

**What changed in LMR Partners LLC's recent Form ADV filings?**
In the September 2026 filing data: Registered or notice-filed in UT.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> Generally, the minimum initial investment in the Funds is $1,000,000 USD. However, the Manager or the Investment Managers may, in their discretion, accept smaller initial investments from time to time.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $140,113,905,605
- Discretionary: $140,113,905,605
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 9 | $140,113,905,605 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2018 (8 years)
- Employees: 106 total, 66 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, TN, TX, UT
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/292183

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Greenwich, CT
- Houston, TX
- Miami, FL
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- lmrpartners.com
- LinkedIn @lmr-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,452,348,465 | 15 | September 13, 2021 |
| October 2022 | $14,094,501,272 | 26 | June 7, 2022 |
| October 2023 | $10,788,379,360 | 39 | February 28, 2023 |
| October 2024 | $148,504,748,094 | 67 | June 13, 2024 |
| October 2025 | $77,247,728,869 | 85 | May 2, 2025 |
| October 2026 | $140,113,905,605 | 106 | August 14, 2026 |

Regulatory assets under management: $1,452,348,465 in the October 2021 data and $140,113,905,605 in the October 2026 data, up 9547%.
Total employees: 15 in October 2021 and 106 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Registered or notice-filed in UT.

### July 2026
- Changed its office addresses in Houston, TX.

### April 2026
- Employees performing advisory functions went from 42 to 66.
- Regulatory assets under management went from $77,247,728,869 to $140,113,905,605 (+81%).

### March 2026
- Registered or notice-filed in TN.

### February 2026
- Added an office in Greenwich, CT.
- Registered or notice-filed in CT.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. LMR Partners LLC (CRD 292183): Form ADV filing data as of October 2026.