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| Lovell Minnick Partners LLC
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| CRD # | 156494 |
| SEC # | 801-74141 |
| CIK # | 0001413369 |
| AUM | 5,212.9 M (2026-05-06) |
| Employees | 33 (70% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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 | |
| PE | LM Carpenter Co-Invest I LP | 2025-03-31 | 51.6 M | |
| PE | LM Sabrina Co-Invest I LP | 2025-03-31 | 193.7 M | |
| PE | LM Indigo Holdings LLC | 2024-03-29 | 158.0 M | |
| PE | Lovell Minnick Equity Partners Cardinal Co-Invest-A I LP | 2024-03-29 | 19.6 M | |
| PE | Lovell Minnick Equity Partners Cardinal Co-Invest I LP | 2024-03-29 | 25.7 M | |
| PE | Lovell Minnick Equity Partners NAW Co-Invest-A I LP | 2024-03-29 | 4.5 M | |
| PE | Lovell Minnick Equity Partners NAW Co-Invest I LP | 2024-03-29 | 29.0 M | |
| PE | Lovell Minnick Equity Partners Tailwind Co-Invest A II LP | 2024-03-29 | 160.0 M | |
| PE | Lovell Minnick Equity Partners Tailwind Co-Invest A I LP | 2024-03-29 | 86.3 M | |
| PE | Lovell Minnick Equity Partners Tailwind Co-Invest II LP | 2024-03-29 | 86.8 M | |
| PE | Lovell Minnick Equity Partners Tailwind Co-Invest I LP | 2024-03-29 | 248.0 M | |
| PE | LM West Holdings LLC | 2023-03-31 | 427.1 M | |
| PE | LM West Intermediate Co LP | 2023-03-31 | 147.5 M | |
| PE | Lovell Minnick Equity Partners VI-A LP | [2023-03-31] | 959.4 M | 419.2 M |
| Filed 2024-06-21 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Lovell Minnick Equity Partners VI LP | [2023-03-31] | 959.4 M | 824.6 M |
| Filed 2024-06-21 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | LM Freeway Co-Investment LP | 2020-03-27 | 17.2 M | |
| PE | LM SRS Holdings LP | 2019-03-29 | 462.1 M | |
| PE | LM Tortoise Holdings Co-Investment LLC | 2019-03-29 | 7.9 M | |
| PE | LM Tortoise Investment Holdings IV Co-Investment LLC | 2019-03-29 | 11.5 M | |
| PE | Lovell Minnick Equity Partners V-A LP | [2019-03-29] | 1,210.0 M | 669.4 M |
| Filed 2019-05-01 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Lovell Minnick Equity Partners V LP | [2019-03-29] | 1,210.0 M | 912.4 M |
| Filed 2019-05-01 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | LM LSQ Investors LLC | 2016-03-30 | 0.5 M | |
| PE | Lovell Minnick Equity Partners IV-A LP | [2015-03-31] | 400.3 M | 155.6 M |
| Offered $550,000,000 · Filed 2015-05-28 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $149,700,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Lovell Minnick Equity Partners IV LP | [2015-03-31] | 400.3 M | 432.4 M |
| Offered $550,000,000 · Filed 2015-05-28 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $149,700,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | LM Matthews Holdings III-A LLC | 2013-03-28 | 0.5 M | |
| PE | LM Matthews Holdings III LLC | 2013-03-28 | 1.1 M | |
| PE | Lovell Minnick Equity Partners III-A LP | [2012-02-14] | 8.4 M | |
| PE | Lovell Minnick Equity Partners III LP | [2012-02-14] | 17.0 M | |
| PE | Lovell Minnick Equity Partners II LP | 2012-02-14 | 56.1 M | |
| PE | Lovell Minnick Equity Partners LP | 2012-02-14 | 28.9 M | |
| AUM Breakdown | Accounts | AUM ($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 | 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 | ||||
| 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 | $0.8B |
| Serves | Institutional |
| Fund Types | Private Equity |
| LEI | 2549000IIK20YVQ7QL54 |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
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 |
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|
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5,112.6 M |