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Type	Result	AUM

James Minnick
Firm
Address	555 E Lancaster Avenue, Suite 510 Radnor, PA 19087
Source

Associated Funds	Form D	Role	2011 - 2026	Raised	AUM
LM Simba CV Feeder LP	021-568903	Executive Officer
LM Simba CV LP	021-568904	Executive Officer
Lincoln Investment Capital Holdings LLC	021-256367	Director		4.6 M of 4.6 M
TriState Capital Holdings Inc	021-219603	Director		35.0 M of 35.0 M
Keane Holdings Inc	021-216893	Director		0.1 M of 0.1 M
Keane Holdings Inc	021-212722	Director		52.9 M of 52.9 M
Kanaly Holdings LLC	021-189075	Director		27.9 M of 27.9 M
TriState Capital Holdings Inc	021-183103	Director		50.0 M of 50.0 M
First Allied Holdings Inc	021-168493	Executive Officer		43.2 M
Alps Holdings Inc	021-118909	Director		6.9 M of 6.9 M
Lovell Minnick Partners LLC
Lovell Minnick Equity Partners VI-A LP	021-450108	Executive Officer		959.4 M	419.2 M
Lovell Minnick Equity Partners VI LP	021-450107	Executive Officer		959.4 M	824.6 M
Lovell Minnick Equity Partners V-A LP	021-326354	Executive Officer		1,210.0 M	669.4 M
Lovell Minnick Equity Partners V LP	021-326353	Executive Officer		1,210.0 M	912.4 M
Lovell Minnick Equity Partners IV-A LP	021-218208	Executive Officer		400.3 M of 550.0 M	155.6 M
Lovell Minnick Equity Partners IV LP	021-218206	Executive Officer		400.3 M of 550.0 M	432.4 M
ClariVest Asset Management LLC
ClariVest Emerging Markets Equity Fund LP	021-182787	Director		102.0 M	49.3 M

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