|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Lovell Minnick Partners LLC
✚
|
|
|---|---|
| CRD # | 156494 |
| SEC # | 801-74141 |
| CIK # | 0001413369 |
| AUM | $5.2 B (2025-05-14) |
| Employees | 29 (69% Investors, 0% Brokers) |
| Phone | 610-995-9660 |
| Address | 555 E Lancaster Avenue Radnor, PA 19087-5163 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 29 | 5.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 29 | 5.2 |
| By Discretionary | ||
| Discretionary | 29 | 5.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 29 | 5.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.2 | |
| Total | 29 | 5.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| James Minnick | 15 | |||
| Jennings Newcom | 8 | |||
| John Cochran | 23 | |||
| Brad Armstrong | 16 | |||
| Robert Belke | 11 | |||
| Jeffrey Lovell | 8 | |||
| Spencer Hoffman | 7 | |||
| Steven Pierson | 6 | |||
| Trevor Rich | 6 | |||
| W Armstrong | 4 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 3 | [0001413369] | |
| 4 | [0001413369] | |
| SC 13D | [0001413369] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Lovell Minnick Partners LLC | TriState Capital Holdings Inc | [2013-05-15] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Silversmith Management LP
✚
|
MA | 5.3 |
|
Cornell Capital LLC
✚
|
NY | 5.3 |
|
Lee Equity Partners LLC
✚
|
NY | 5.3 |
|
Serent Capital Management Company LLC
✚
|
CA | 5.2 |
|
Gallatin Point Capital LLC
✚
|
CT | 5.2 |
|
ACON Equity Management LLC
✚
|
DC | 5.2 |
|
Waterous Energy Fund Management US LLC
✚
|
TX | 5.2 |
|
Warren Equity Partners Manager LP
✚
|
FL | 5.2 |
|
QIC Investments No 1 PTY Ltd
✚
|
5.1 | |
|
Constitution Capital Equity Partners LP
✚
|
MA | 5.1 |