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LOVELL MINNICK PARTNERS LLC, CRD 156494
RADNOR, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| LOVELL MINNICK EQUITY PARTNERS V LP | Private Equity Fund | $876M | May 6, 2024 | 63 | Mar 29, 2019 | reported | 021-326353 |
| LOVELL MINNICK EQUITY PARTNERS V-A LP | Private Equity Fund | $646M | May 6, 2024 | 30 | Mar 29, 2019 | reported | 021-326354 |
| LM SRS HOLDINGS LP | Private Equity Fund | $444M | May 6, 2024 | 10 | Mar 29, 2019 | reported | n/a |
| LM FREEWAY CO-INVESTMENT LP | Private Equity Fund | $438M | May 6, 2024 | 22 | Mar 27, 2020 | reported | n/a |
| LOVELL MINNICK EQUITY PARTNERS IV LP | Private Equity Fund | $424M | May 6, 2024 | 55 | Mar 31, 2015 | reported | 021-218206 |
| LM INDIGO HOLDINGS LLC | Private Equity Fund | $232M | May 6, 2024 | 5 | Mar 29, 2024 | reported | n/a |
| LM WEST HOLDINGS LLC | Private Equity Fund | $175M | May 6, 2024 | 7 | Mar 31, 2023 | reported | n/a |
| LOVELL MINNICK EQUITY PARTNERS IV-A LP | Private Equity Fund | $149M | May 6, 2024 | 23 | Mar 31, 2015 | reported | 021-218208 |
| LOVELL MINNICK EQUITY PARTNERS TAILWIND CO-INVEST I LP | Private Equity Fund | $131M | May 6, 2024 | 17 | Mar 29, 2024 | reported | n/a |
| LOVELL MINNICK EQUITY PARTNERS VI LP | Private Equity Fund | $99.7M | May 6, 2024 | 50 | Mar 31, 2023 | reported | 021-450107 |
| LOVELL MINNICK EQUITY PARTNERS TAILWIND CO-INVEST A II LP | Private Equity Fund | $82.4M | May 6, 2024 | 11 | Mar 29, 2024 | reported | n/a |
| LOVELL MINNICK EQUITY PARTNERS VI-A LP | Private Equity Fund | $77.5M | May 6, 2024 | 30 | Mar 31, 2023 | reported | 021-450108 |
| LM WEST INTERMEDIATE CO LP | Private Equity Fund | $70.8M | May 6, 2024 | 4 | Mar 31, 2023 | reported | n/a |
| LM LSQ INVESTORS LLC | Private Equity Fund | $62.2M | May 6, 2024 | 10 | Mar 30, 2016 | reported | n/a |
| LOVELL MINNICK EQUITY PARTNERS II LP | Private Equity Fund | $56.1M | Mar 27, 2020 | 37 | Feb 14, 2012 | dropped | 021-75041 |
| LOVELL MINNICK EQUITY PARTNERS TAILWIND CO-INVEST A I LP | Private Equity Fund | $45.0M | May 6, 2024 | 6 | Mar 29, 2024 | reported | n/a |
| LOVELL MINNICK EQUITY PARTNERS TAILWIND CO-INVEST II LP | Private Equity Fund | $44.0M | May 6, 2024 | 6 | Mar 29, 2024 | reported | n/a |
| LOVELL MINNICK EQUITY PARTNERS LP | Private Equity Fund | $28.9M | Jun 29, 2012 | 11 | Feb 14, 2012 | dropped | n/a |
| LM MATTHEWS HOLDINGS III LLC | Private Equity Fund | $26.8M | May 6, 2024 | 5 | Mar 28, 2013 | reported | n/a |
| LOVELL MINNICK EQUITY PARTNERS III LP | Private Equity Fund | $18.8M | May 6, 2024 | 42 | Feb 14, 2012 | reported | 021-116378 |
| LOVELL MINNICK EQUITY PARTNERS CARDINAL CO-INVEST I LP | Private Equity Fund | $17.1M | May 6, 2024 | 2 | Mar 29, 2024 | reported | n/a |
| LOVELL MINNICK EQUITY PARTNERS NAW CO-INVEST I LP | Private Equity Fund | $16.3M | May 6, 2024 | 3 | Mar 29, 2024 | reported | n/a |
| LOVELL MINNICK EQUITY PARTNERS CARDINAL CO-INVEST-A I LP | Private Equity Fund | $13.1M | May 6, 2024 | 1 | Mar 29, 2024 | reported | n/a |
| LM MATTHEWS HOLDINGS III-A LLC | Private Equity Fund | $11.9M | May 6, 2024 | 5 | Mar 28, 2013 | reported | n/a |
| LM TORTOISE INVESTMENT HOLDINGS IV CO-INVESTMENT LLC | Private Equity Fund | $11.6M | May 6, 2024 | 14 | Mar 29, 2019 | reported | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BARG, JASON, SCOTT | Manager | F | yes | 01/2024 | Mar 29, 2019 | May 6, 2024 |
| BELKE, ROBERT, MYLES | Manager | F | yes | 06/2022 | Feb 14, 2012 | May 6, 2024 |
| BELKE, ROBERT, MYLES | MANAGING PARTNER | Na | yes | 01/2018 | Feb 14, 2012 | May 6, 2024 |
| ISDANER, CODY, CHARLES | CHIEF COMPLIANCE OFFICER, COUNSEL | Na | yes | 01/2023 | Jan 9, 2023 | May 6, 2024 |
| LOVELL MINNICK HOLDINGS LLC | SOLE MEMBER | E | yes | 12/2003 | Feb 14, 2012 | May 6, 2024 |
| LOVELL, JEFFREY, DALE | Manager | F | yes | 06/2022 | Feb 14, 2012 | May 6, 2024 |
| LOVELL, JEFFREY, DALE | CO-CHAIRMAN | Na | yes | 06/2018 | Feb 14, 2012 | May 6, 2024 |
| PIERSON, STEVEN, CORBETT | MANAGING PARTNER | Na | yes | 01/2018 | Mar 31, 2017 | May 6, 2024 |
| PIERSON, STEVEN, CORBETT | Manager | F | yes | 06/2022 | Mar 31, 2017 | May 6, 2024 |
| RAMPE, TIMOTHY, DAVID | PARTNER, GENERAL COUNSEL | Na | yes | 01/2023 | Mar 29, 2019 | May 6, 2024 |
| RICH, TREVOR, CANNON | Manager | F | yes | 01/2024 | Mar 29, 2019 | May 6, 2024 |
| SHEBELSKY, SCOTT, ANDREW | CHIEF FINANCIAL OFFICER | Na | yes | 08/2019 | Feb 1, 2018 | May 6, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| LOVELL MINNICK EQUITY ADVISORS III LP | n/a | n/a | n/a | Y | no | n/a |
| LOVELL MINNICK EQUITY ADVISORS IV LP | n/a | n/a | n/a | Y | no | n/a |
| LOVELL MINNICK EQUITY ADVISORS V LP | n/a | n/a | n/a | Y | no | n/a |
| LOVELL MINNICK EQUITY ADVISORS VI LP | n/a | n/a | n/a | Y | no | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| NEW YORK | NY | United States | 8 | no |
| MANHATTAN BEACH | CA | United States | 6 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $5.2B | $5.2B | 33 | 23 | 2 | 38 | n/a |
| 2024 | Mar 31, 2025 | $5.2B | $5.2B | 29 | 20 | 2 | 29 | n/a |
| 2023 | Mar 29, 2024 | $4.5B | $4.5B | 32 | 24 | 2 | 26 | $4.1B |
| 2022 | Mar 31, 2023 | $4.0B | $4.0B | 32 | 25 | 2 | 17 | $4.7B |
| 2021 | Mar 30, 2022 | $3.1B | $3.1B | 33 | 23 | 2 | 13 | $2.8B |
| 2020 | Mar 31, 2021 | $2.8B | $2.8B | 31 | 24 | 2 | 13 | $2.3B |
| 2019 | Mar 27, 2020 | $3.2B | $3.2B | 30 | 21 | 2 | 14 | $2.1B |
| 2018 | Mar 29, 2019 | $3.5B | $3.5B | 25 | 18 | 3 | 13 | $3.3B |
| 2017 | Mar 30, 2018 | $2.0B | $2.0B | 25 | 18 | 3 | 8 | $1.6B |
| 2016 | Mar 31, 2017 | $1.8B | $1.8B | 25 | 18 | n/a | 8 | $1.1B |
| 2015 | Mar 30, 2016 | $1.7B | $1.7B | 16 | 14 | n/a | 8 | $1.9B |
| 2014 | Mar 31, 2015 | $1.3B | $1.3B | 16 | 12 | n/a | 7 | $1.4B |
| 2013 | Mar 31, 2014 | $778M | $778M | 17 | 13 | n/a | 5 | $903M |
| 2012 | May 1, 2013 | $755M | $755M | 18 | 14 | n/a | 5 | $755M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $5.2B | $5.2B | 0.9% | $4.0B | 9.0% | 33 | 29 | 2 | 2 |