LOVELL MINNICK PARTNERS LLC
Adviser information for LOVELL MINNICK PARTNERS LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 32 |
|---|---|
| Investment Advisory/Research | 24 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 26 | $4.5B |
| Non-Discretionary | 0 | $0 |
| Total | 26 | $4.5B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 26 | $4.5B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-74141 |
|---|---|
| SEC ERA File Number | 801-74141 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 156494 |
| Legal Entity Identifier | None |
Principal Office
555 E. LANCASTER AVENUESUITE 510
RADNOR
PA
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 610-995-9660, Fax: 610-995-9680
Chief Compliance Officer
CODY ISDANER
555 E. LANCASTER AVENUE
SUITE 510
RADNOR
PA
United States
Tel:
610-995-9660
Fax:
610-995-9680
C*******@*************M
(Full email address available in API data)
Regulatory Contact
TIMOTHY D. RAMPE
GENERAL COUNSEL
555 E. LANCASTER AVENUE
SUITE 510
RADNOR
PA
United States
Tel:
610-995-9660
Fax:
610-995-9680
T*****@*************M
(Full email address available in API data)
Industry Affiliates
| LOVELL MINNICK EQUITY ADVISORS III LP | Sponsor, GP, manager of pooled investment vehicles |
| LOVELL MINNICK EQUITY ADVISORS IV LP | Sponsor, GP, manager of pooled investment vehicles |
| LOVELL MINNICK EQUITY ADVISORS V LP | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| LOVELL MINNICK EQUITY ADVISORS VI LP | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| LM FREEWAY CO-INVESTMENT LP | Private Equity Fund | $438.0M | $0.0M | 22 |
| LM INDIGO HOLDINGS LLC | Private Equity Fund | $231.7M | $2.0M | 5 |
| LM LSQ INVESTORS LLC | Private Equity Fund | $62.2M | $0.0M | 10 |
| LM MATTHEWS HOLDINGS III LLC | Private Equity Fund | $26.8M | $0.0M | 5 |
| LM MATTHEWS HOLDINGS III-A LLC | Private Equity Fund | $11.9M | $0.0M | 5 |
| LM SRS HOLDINGS LP | Private Equity Fund | $444.1M | $0.0M | 10 |
| LM TORTOISE HOLDINGS CO-INVESTMENT LLC | Private Equity Fund | $8.1M | $0.0M | 16 |
| LM TORTOISE INVESTMENT HOLDINGS IV CO-INVESTMENT LLC | Private Equity Fund | $11.6M | $0.0M | 14 |
| LM WEST HOLDINGS LLC | Private Equity Fund | $175.4M | $5.0M | 7 |
| LM WEST INTERMEDIATE CO LP | Private Equity Fund | $70.8M | $2.0M | 4 |
| LOVELL MINNICK EQUITY PARTNERS CARDINAL CO-INVEST I LP | Private Equity Fund | $17.1M | $2.0M | 2 |
| LOVELL MINNICK EQUITY PARTNERS CARDINAL CO-INVEST-A I LP | Private Equity Fund | $13.1M | $2.0M | 1 |
| LOVELL MINNICK EQUITY PARTNERS III LP | Private Equity Fund | $18.8M | $5.0M | 42 |
| LOVELL MINNICK EQUITY PARTNERS III-A LP | Private Equity Fund | $9.2M | $1.0M | 20 |
| LOVELL MINNICK EQUITY PARTNERS IV LP | Private Equity Fund | $424.3M | $5.0M | 55 |
| LOVELL MINNICK EQUITY PARTNERS IV-A LP | Private Equity Fund | $149.3M | $5.0M | 20 |
| LOVELL MINNICK EQUITY PARTNERS NAW CO-INVEST I LP | Private Equity Fund | $16.3M | $2.0M | 3 |
| LOVELL MINNICK EQUITY PARTNERS NAW CO-INVEST-A I LP | Private Equity Fund | $2.5M | $2.0M | 1 |
| LOVELL MINNICK EQUITY PARTNERS TAILWIND CO-INVEST A I LP | Private Equity Fund | $45.0M | $2.0M | 6 |
| LOVELL MINNICK EQUITY PARTNERS TAILWIND CO-INVEST A II LP | Private Equity Fund | $82.4M | $2.0M | 11 |
| LOVELL MINNICK EQUITY PARTNERS TAILWIND CO-INVEST I LP | Private Equity Fund | $130.5M | $2.0M | 17 |
| LOVELL MINNICK EQUITY PARTNERS TAILWIND CO-INVEST II LP | Private Equity Fund | $44.0M | $2.0M | 6 |
| LOVELL MINNICK EQUITY PARTNERS V LP | Private Equity Fund | $876.5M | $5.0M | 63 |
| LOVELL MINNICK EQUITY PARTNERS V-A LP | Private Equity Fund | $646.4M | $5.0M | 27 |
| LOVELL MINNICK EQUITY PARTNERS VI LP | Private Equity Fund | $99.7M | $5.0M | 39 |
| LOVELL MINNICK EQUITY PARTNERS VI-A LP | Private Equity Fund | $77.5M | $5.0M | 23 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LOVELL MINNICK HOLDINGS LLC | Domestic Entity | – | SOLE MEMBER | 12/2003 | > 75% |
| LOVELL, JEFFREY, DALE | Individual | – | CO-CHAIRMAN | 06/2018 | < 5% |
| LOVELL, JEFFREY, DALE | Individual | LOVELL MINNICK HOLDINGS LLC | MANAGER | 06/2022 | |
| BELKE, ROBERT, MYLES | Individual | LOVELL MINNICK HOLDINGS LLC | MANAGER | 06/2022 | |
| PIERSON, STEVEN, CORBETT | Individual | – | MANAGING PARTNER | 01/2018 | < 5% |
| SHEBELSKY, SCOTT, ANDREW | Individual | – | CHIEF FINANCIAL OFFICER | 08/2019 | < 5% |
| BELKE, ROBERT, MYLES | Individual | – | MANAGING PARTNER | 01/2018 | < 5% |
| RAMPE, TIMOTHY, DAVID | Individual | – | PARTNER, GENERAL COUNSEL | 01/2023 | < 5% |
| PIERSON, STEVEN, CORBETT | Individual | LOVELL MINNICK HOLDINGS LLC | MANAGER | 06/2022 | |
| ISDANER, CODY, CHARLES | Individual | – | CHIEF COMPLIANCE OFFICER, COUNSEL | 01/2023 | < 5% |
| BARG, JASON, SCOTT | Individual | LOVELL MINNICK HOLDINGS LLC | MANAGER | 01/2024 | |
| RICH, TREVOR, CANNON | Individual | LOVELL MINNICK HOLDINGS LLC | MANAGER | 01/2024 |