Lovell Minnick Partners LLC

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Total AUM ($B) Copy

Type	Form D Funds	Date	AUM
PE	LM Alamo Co-Invest-A LP	2026-03-31	7.1 M
PE	LM Alamo Co-Invest LP	2026-03-31	59.3 M
PE	LM Boulevard Co-Invest-A LP	2026-03-31	30.4 M
PE	LM Boulevard Co-Invest LP	2026-03-31	15.2 M
PE	LM Rigel Co-Invest LP	2026-03-31	26.7 M
PE	LM Spartan Co-Invest-A II LP	2026-03-31	67.5 M
PE	LM Spartan Co-Invest-A I LP	2026-03-31	41.4 M
PE	LM Spartan Co-Invest II LP	2026-03-31	7.5 M
PE	LM Spartan Co-Invest I LP	2026-03-31	136.1 M
PE	LM Carpenter Co-Invest-A I LP	2025-03-31	48.2 M
View All

AUM Breakdown	Accounts	AUM ($B)
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	38	5.2
(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	38	5.2
By Discretionary
Discretionary	38	5.2
Non-Discretionary	0	0.0
Total	38	5.2
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		5.2
Total	38	5.2

Form D Directors	Role	# Filings	# Firms
James Minnick	Executive Officer	17	3
Jennings Newcom	Executive Officer	8	3
John Cochran	Executive Officer	24	2
Brad Armstrong	Executive Officer	17	2
Robert Belke	Executive Officer	13	2
Jeffrey Lovell	Executive Officer	10	2
Spencer Hoffman	Executive Officer	9	2
Steven Pierson	Executive Officer	8	2
Trevor Rich	Executive Officer	8	2
W Armstrong	Executive Officer	6	2
View All

Form 13D/13G Filer	Form 13D/13G Subject	Filed
Lovell Minnick Partners LLC	TriState Capital Holdings Inc	[2013-05-15]

Form 3/4/5 Subject	2011 - 2026
Tortoise Sustainable & Social Impact Term Fund
Lovell Minnick Partners LLC
Tortoise Energy Independence Fund Inc
Tortoise Energy Infrastructure Corp
Tortoise Power & Energy Infrastructure Fund Inc
Tortoise MLP Fund Inc
TriState Capital Holdings Inc
Tax-Exempt Private Credit Fund Inc
Duff & Phelps Corp

Insider Transaction (Form 3/4/5)	Date	Action	Shares	Price	Value ($)
TriState Capital Holdings Inc TSC Common Stock, no par value	2018-05-25	Sell	678,465	$25.71	17,443,335
TriState Capital Holdings Inc TSC Common Stock, no par value	2018-05-25	Sell	1,521,535	$25.71	39,118,665
TriState Capital Holdings Inc TSC Common Stock	2013-05-14	Other	1,504,356	$0.00
TriState Capital Holdings Inc TSC Perpetual Convertible Preferred Stock, Series C · derivative	2013-05-14	Conversion	33,763.93	$0.00
TriState Capital Holdings Inc TSC Common Stock	2013-05-14	Other	3,373,693	$0.00
TriState Capital Holdings Inc TSC Perpetual Convertible Preferred Stock, Series C · derivative	2013-05-14	Conversion	15,043.56	$0.00
Duff & Phelps Corp DUF Duff and Phelps Acquisitions, LLC New Class A Units · derivative	2012-03-01	Other	1,390,602	$13.38	18,606,255

Comparable Firms	State	AUM
Flexstone Partners LLC ✚	NY	5,303.8 M
Pamlico Capital Management LP ✚	NC	5,299.4 M
Constitution Capital Equity Partners LP ✚	MA	5,271.1 M
Twin Bridge Capital Partners LLC ✚	IL	5,204.8 M
Dextra Advisors LLC ✚	NY	5,194.9 M
Paine Schwartz Partners LLC ✚	NY	5,191.9 M
Gemspring Capital Management LP ✚	CT	5,140.4 M
Nexus Capital Management LP ✚	CA	5,133.7 M
Starr Private Equity Partners LLC ✚	NY	5,116.8 M
Tomales Bay Capital LP ✚		5,112.6 M

Assets, Funds, Holdings