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| Lovell Minnick Partners LLC
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| CRD # | 156494 |
| SEC # | 801-74141 |
| CIK # | 0001413369 |
| AUM | 5.2 B (2026-05-06) |
| Employees | 33 (70% Investors, 0% Brokers) |
| Phone | 610-995-9660 |
| Address | 555 E Lancaster Avenue Radnor, PA 19087-5163 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | LM Alamo Co-Invest-A LP | 2026-03-31 | 7.1 M | |
| PE | LM Alamo Co-Invest LP | 2026-03-31 | 59.3 M | |
| PE | LM Boulevard Co-Invest-A LP | 2026-03-31 | 30.4 M | |
| PE | LM Boulevard Co-Invest LP | 2026-03-31 | 15.2 M | |
| PE | LM Rigel Co-Invest LP | 2026-03-31 | 26.7 M | |
| PE | LM Spartan Co-Invest-A II LP | 2026-03-31 | 67.5 M | |
| PE | LM Spartan Co-Invest-A I LP | 2026-03-31 | 41.4 M | |
| PE | LM Spartan Co-Invest II LP | 2026-03-31 | 7.5 M | |
| PE | LM Spartan Co-Invest I LP | 2026-03-31 | 136.1 M | |
| PE | LM Carpenter Co-Invest-A I LP | 2025-03-31 | 48.2 M | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($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 | 2011 - 2026 |
|---|---|---|---|---|
| James Minnick | 17 | 3 | ||
| Jennings Newcom | 8 | 3 | ||
| John Cochran | 24 | 2 | ||
| Brad Armstrong | 17 | 2 | ||
| Robert Belke | 13 | 2 | ||
| Jeffrey Lovell | 10 | 2 | ||
| Spencer Hoffman | 9 | 2 | ||
| Steven Pierson | 8 | 2 | ||
| Trevor Rich | 8 | 2 | ||
| W Armstrong | 6 | 2 | ||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 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] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.8B |
| Serves | Institutional |
| Fund Types | Private Equity |
| LEI | 2549000IIK20YVQ7QL54 |
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