| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Lovell Minnick Equity Partners V LP | Private Equity | $930.8M | $5M |
| Lovell Minnick Equity Partners VI LP | Private Equity | $847.1M | $5M |
| Lovell Minnick Equity Partners V-A LP | Private Equity | $683.6M | $5M |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Cody Charles Isdaner Control | Chief Compliance Officer, Counsel | Under 5% | 2023 |
| Jeffrey Dale Lovell Control | Chairman | Under 5% | 2018 |
| Lovell Minnick Holdings LLC Control | Sole Member | Over 75% | 2003 |
Lovell Minnick Partners LLC reports $5.2 billion in regulatory assets under management on its Form ADV.
Lovell Minnick Partners LLC manages 29 private funds with combined gross assets of $5.7 billion.
Lovell Minnick Partners LLC reports 29 employees.
Lovell Minnick Partners LLC is based in Radnor, PA and has been SEC-registered since 2012.
Lovell Minnick Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 555 E. Lancaster Avenue, Suite 510, Radnor, PA 19087-5163 |
| Phone | 610-995-9660 |
| Fax | 610-995-9680 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $5.17B |
| Non-discretionary | $0 |
| Total (RAUM) | $5.17B |