![Bruce Zimmerman](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Net worth: 228 412 $ as of 2026-06-29
Bruce Zimmerman is currently the Lead Independent Director at Oaktree Specialty Lending Corp.
since 2017, Director at Beneficient Company Group LLC since 2018, and Chief Investment Officer at Marino Management LLC.
Former roles include Chief Executive Officer & Chief Investment Officer at University of Texas Investment Management Co. from 2012 to 2016, Investment Director at Tresalia (USA) Inc. from 2024 to 2025, Lead Independent Director at Oaktree Strategic Income Corp.
from 2017 to 2021, Independent Director at GWG Holdings, Inc. in 2019, Director at The Beneficient Co. Group LP, Independent Director at Vistra Corp.
from 2018 to 2020, Independent Director at Advanced Merger Partners, Inc., Principal at JPMorgan Chase & Co., Chief Financial & Administrative Officer at Citigroup Alternative Investments LLC, Manager at Bain & Co., Inc., Principal at Texas Commerce Bank, NA (Lubbock, Texas), Member of Investment Committee at Houston Endowment, Inc., President at BBYO, Inc., Chief Investment Officer at Citigroup Asset Management (United States) in 2007, and Chief Investment Officer at Dalio Family Office & Philanthropies from 2019 to 2023.
Education includes an undergraduate degree from Duke University in 1979 and an MBA from Harvard Business School in 1983.
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 2026-01-04 | 19,130 ( 0.02% ) | 228 412 $ | 2026-06-29 |
| Companies | Position | Start |
|---|---|---|
| OAKTREE SPECIALTY LENDING CORPORATION | Director/Board Member | 2017-09-30 |
Marino Management LLC
 Marino Management LLC Investment ManagersFinance Profile Unavailable. | Chief Investment Officer | - |
Beneficient Company Group LLC | Director/Board Member | 2018-03-31 |
| Companies | Position | End |
|---|---|---|
Tresalia (USA) Inc. | Chief Investment Officer | 2025-09-30 |
Dalio Family Office & Philanthropies | Chief Investment Officer | 2023-08-31 |
| OAKTREE SPECIALTY LENDING CORPORATION | Director/Board Member | 2021-03-18 |
| VISTRA CORP. | Director/Board Member | 2020-03-31 |
The Beneficient Co. Group LP
 The Beneficient Co. Group LP Investment ManagersFinance Provides alternative assets investor services | Director/Board Member | 2019-10-20 |
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Private companies
1st degree connections
1st degree companies
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| Private companies | 20 |
|---|---|
University of Texas Investment Management Co.
 University of Texas Investment Management Co. Investment Trusts/Mutual FundsMiscellaneous UTIMCO seeks to build superior long-term investment strategy that will provide increasing levels of purchasing power for scholarships, teaching, research and other educational programs of The University of Texas and The Texas A&M University Systems. The firm creates a diversified portfolio of US and global equities, fixed income investments, natural resource, real estate, private equity, venture capital and hedge funds. | Miscellaneous |
JPMorgan Chase & Co.
 JPMorgan Chase & Co. Major BanksFinance Provides banking, asset management, investment banking, credit card and mortgage services | Finance |
Citigroup Alternative Investments LLC
 Citigroup Alternative Investments LLC Investment ManagersFinance CAI’s investment team generally employs fundamental research, specific industry knowledge, proprietary relationships, and partnerships with management teams to identify attractive investment opportunities, often targeting industries that are undergoing change or are otherwise out-of-favor for their Private Equity Investment Fund. For their real estate funds, the firm selects underlying funds based on their performance track record, organizational ability to execute the investment strategy, and financial capacity to meet obligations, among other factors. | Finance |
Oaktree Specialty Lending Corp.
 Oaktree Specialty Lending Corp. Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Miscellaneous |
Oaktree Strategic Income Corp.
 Oaktree Strategic Income Corp. Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Duke University
 Duke University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bain & Co., Inc.
 Bain & Co., Inc. Miscellaneous Commercial ServicesCommercial Services Provides strategy, marketing, organization, operations, IT and M&A consulting services | Commercial Services |
Texas Commerce Bank, NA (Lubbock, Texas)
 Texas Commerce Bank, NA (Lubbock, Texas) Major BanksFinance Nationally chartered commercial bank | Finance |
Houston Endowment, Inc.
 Houston Endowment, Inc. Investment Trusts/Mutual FundsMiscellaneous Provides investment advice for foundations | Miscellaneous |
BBYO, Inc.
 BBYO, Inc. Miscellaneous Commercial ServicesCommercial Services Operate as a pluralistic teen movement | Commercial Services |
Citigroup Asset Management (United States)
 Citigroup Asset Management (United States) Investment ManagersFinance Profile Unavailabl | Finance |
GWG Holdings, Inc.
 GWG Holdings, Inc. Life/Health InsuranceFinance Operates as holding company with interest in life insurance business | Finance |
Harvard Business School
 Harvard Business School Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Tresalia (USA) Inc. | |
The Beneficient Co. Group LP
The Beneficient Co. Group LP Investment ManagersFinance Provides alternative assets investor services | Finance |
Vistra Corp.
 Vistra Corp. Electric UtilitiesUtilities Operates as a retail electricity and power generation company | Utilities |
Beneficient Company Group LLC | |
Dalio Family Office & Philanthropies | |
Advanced Merger Partners, Inc.
 Advanced Merger Partners, Inc. Financial ConglomeratesFinance Operates as a blank check company | Finance |
Marino Management LLC
Marino Management LLC Investment ManagersFinance Profile Unavailable. | Finance |
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