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| Lovell Minnick Partners LLC
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|---|---|
| CRD # | 156494 |
| SEC # | 801-74141 |
| CIK # | 0001413369 |
| AUM | $4.5 BB (2024-05-06) |
| Employees | 32 (75% Investors, 0% Brokers) |
| Phone | 610-995-9660 |
| Address | 555 E Lancaster Avenue Radnor, PA 19087-5163 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | LM Indigo Holdings LLC | 2024-03-29 | 231.7 | |
| PE | Lovell Minnick Equity Partners Cardinal Co-Invest-A I LP | 2024-03-29 | 13.1 | |
| PE | Lovell Minnick Equity Partners Cardinal Co-Invest I LP | 2024-03-29 | 17.1 | |
| PE | Lovell Minnick Equity Partners NAW Co-Invest-A I LP | 2024-03-29 | 2.5 | |
| PE | Lovell Minnick Equity Partners NAW Co-Invest I LP | 2024-03-29 | 16.3 | |
| PE | Lovell Minnick Equity Partners Tailwind Co-Invest A II LP | 2024-03-29 | 82.4 | |
| PE | Lovell Minnick Equity Partners Tailwind Co-Invest A I LP | 2024-03-29 | 45.0 | |
| PE | Lovell Minnick Equity Partners Tailwind Co-Invest II LP | 2024-03-29 | 44.0 | |
| PE | Lovell Minnick Equity Partners Tailwind Co-Invest I LP | 2024-03-29 | 130.5 | |
| PE | LM West Holdings LLC | 2023-03-31 | 175.4 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 26 | 4.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 26 | 4.5 |
| By Discretionary | ||
| Discretionary | 26 | 4.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 26 | 4.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.5 | |
| Total | 26 | 4.5 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| James Minnick | 15 | |||
| Jennings Newcom | 8 | |||
| John Cochran | 21 | |||
| Brad Armstrong | 16 | |||
| Robert Belke | 11 | |||
| Jeffrey Lovell | 8 | |||
| Spencer Hoffman | 7 | |||
| Steven Pierson | 6 | |||
| Trevor Rich | 6 | |||
| W Armstrong | 4 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 3 | [0001413369] | |
| 4 | [0001413369] | |
| SC 13D | [0001413369] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Lovell Minnick Partners LLC | TriState Capital Holdings Inc | [2013-05-15] |
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