DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
L••••• M••••••
Legal name L••••• M•••••• P••••••• L••
Latest filing May 6, 2026
First filing on the tape Feb 14, 2012 · 36 filings
SEC status approved since Mar 29, 2012
RAUM
$5.2B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
33
23 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
38
reported on Schedule D
History
36 filings and snapshots on the tape
RAUM$5.2B as of May 6, 2026
May 1, 2013$755M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 6, 2026
May 1, 20130 then
Employees (5.A)33 as of May 6, 2026
May 1, 201318 then
Private funds38 as of May 6, 2026
May 1, 20135 then
RAUM +0.9% over the last fiscal year+9.0% a year over threeIARs 0 to 0
Practice profile
derived from the filing of May 6, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $137MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +0.9%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $4.2B, 38 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$5.2B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 38reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $4.2B for 38 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
28 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| L••••• M•••••• E••••• P••••••• V• L• | Private Equity Fund | $876M | 63 | Mar 29, 2019 |
| L••••• M•••••• E••••• P••••••• V•• L• | Private Equity Fund | $646M | 30 | Mar 29, 2019 |
| L• S•• H••••••• L• | Private Equity Fund | $444M | 10 | Mar 29, 2019 |
| L• F•••••• C••••••••• L• | Private Equity Fund | $438M | 22 | Mar 27, 2020 |
| L••••• M•••••• E••••• P••••••• I• L• | Private Equity Fund | $424M | 55 | Mar 31, 2015 |
| L• I••••• H••••••• L•• | Private Equity Fund | $232M | 5 | Mar 29, 2024 |
| L• W••• H••••••• L•• | Private Equity Fund | $175M | 7 | Mar 31, 2023 |
| L••••• M•••••• E••••• P••••••• I••• L• | Private Equity Fund | $149M | 23 | Mar 31, 2015 |
| L••••• M•••••• E••••• P••••••• T••••••• C•••••••• I• L• | Private Equity Fund | $131M | 17 | Mar 29, 2024 |
| L••••• M•••••• E••••• P••••••• V• L• | Private Equity Fund | $99.7M | 50 | Mar 31, 2023 |
| L••••• M•••••• E••••• P••••••• T••••••• C•••••••• A• I• L• | Private Equity Fund | $82.4M | 11 | Mar 29, 2024 |
| L••••• M•••••• E••••• P••••••• V••• L• | Private Equity Fund | $77.5M | 30 | Mar 31, 2023 |
| L• W••• I••••••••• C• L• | Private Equity Fund | $70.8M | 4 | Mar 31, 2023 |
| L• L•• I•••••••• L•• | Private Equity Fund | $62.2M | 10 | Mar 30, 2016 |
| L••••• M•••••• E••••• P••••••• I• L•no longer reported | Private Equity Fund | $56.1M | 37 | Feb 14, 2012 |
| L••••• M•••••• E••••• P••••••• T••••••• C•••••••• A• I• L• | Private Equity Fund | $45.0M | 6 | Mar 29, 2024 |
| L••••• M•••••• E••••• P••••••• T••••••• C•••••••• I• L• | Private Equity Fund | $44.0M | 6 | Mar 29, 2024 |
| L••••• M•••••• E••••• P••••••• L•no longer reported | Private Equity Fund | $28.9M | 11 | Feb 14, 2012 |
| L• M••••••• H••••••• I•• L•• | Private Equity Fund | $26.8M | 5 | Mar 28, 2013 |
| L••••• M•••••• E••••• P••••••• I•• L• | Private Equity Fund | $18.8M | 42 | Feb 14, 2012 |
| L••••• M•••••• E••••• P••••••• C••••••• C•••••••• I• L• | Private Equity Fund | $17.1M | 2 | Mar 29, 2024 |
| L••••• M•••••• E••••• P••••••• N•• C•••••••• I• L• | Private Equity Fund | $16.3M | 3 | Mar 29, 2024 |
| L••••• M•••••• E••••• P••••••• C••••••• C••••••••• I• L• | Private Equity Fund | $13.1M | 1 | Mar 29, 2024 |
| L• M••••••• H••••••• I•••• L•• | Private Equity Fund | $11.9M | 5 | Mar 28, 2013 |
| L• T••••••• I••••••••• H••••••• I• C••••••••• L•• | Private Equity Fund | $11.6M | 14 | Mar 29, 2019 |
| L••••• M•••••• E••••• P••••••• I•••• L• | Private Equity Fund | $9.2M | 20 | Feb 14, 2012 |
| L• T••••••• H••••••• C••••••••• L•• | Private Equity Fund | $8.1M | 16 | Mar 29, 2019 |
| L••••• M•••••• E••••• P••••••• N•• C••••••••• I• L• | Private Equity Fund | $2.5M | 1 | Mar 29, 2024 |
Owners and control persons
Schedule A and B, latest filing
- B••••• R•••••• M•••• · Managing Partnercontrolsince 01/2018 · owns less than 5%
- I••••••• C•••• C•••••• · Chief Compliance Officer, Counselcontrolsince 01/2023 · owns less than 5%
- L•••••• J••••••• D••• · Co-Chairmancontrolsince 06/2018 · owns less than 5%
- P••••••• S•••••• C•••••• · Managing Partnercontrolsince 01/2018 · owns less than 5%
- R••••• T••••••• D•••• · Partner, General Counselcontrolsince 01/2023 · owns less than 5%
- S••••••••• S••••• A••••• · Chief Financial Officercontrolsince 08/2019 · owns less than 5%
- B•••• J••••• S•••• · Managercontrolsince 01/2024 · owns F of L••••• M•••••• H••••••• L••
- B••••• R•••••• M•••• · Managercontrolsince 06/2022 · owns F of L••••• M•••••• H••••••• L••
- L•••••• J••••••• D••• · Managercontrolsince 06/2022 · owns F of L••••• M•••••• H••••••• L••
- P••••••• S•••••• C•••••• · Managercontrolsince 06/2022 · owns F of L••••• M•••••• H••••••• L••
- R•••• T•••••• C••••• · Managercontrolsince 01/2024 · owns F of L••••• M•••••• H••••••• L••
Entity owners
- L••••• M•••••• H••••••• L•• · Sole Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
- L••••• M•••••• E••••• A••••••• I•• L•pooled vehicle sponsory
- L••••• M•••••• E••••• A••••••• I• L•pooled vehicle sponsory
- L••••• M•••••• E••••• A••••••• V• L•bankpooled vehicle sponsory
- L••••• M•••••• E••••• A••••••• V• L•bankpooled vehicle sponsory
Advisers that list L••••• M•••••• as a related person
- 112200 y
Offices
Schedule D 1.F, the 25 largest
- New York, NY8 employees
- Manhattan Beach, CA6 employees
What changed
consecutive filings, newest first
- Business name · L••••• M•••••• P••••••• L•• to L••••• M••••••Mar 31, 2026 to May 6, 2026
- Accounts · 29 to 38May 14, 2025 to Mar 31, 2026
- Advisory employees · 20 to 23May 14, 2025 to Mar 31, 2026
- Pooled vehicle clients · 29 to 38May 14, 2025 to Mar 31, 2026
- Assets in custody · $3.9B to $4.2BMay 14, 2025 to Mar 31, 2026
- Employees · 29 to 33May 14, 2025 to Mar 31, 2026
- Private funds · 29 to 38May 14, 2025 to Mar 31, 2026
- Discretionary RAUM · $5.2B to $5.2BMay 14, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $5.2B to $5.2BMay 14, 2025 to Mar 31, 2026
- RAUM · $5.2B to $5.2BMay 14, 2025 to Mar 31, 2026
- Financial planning clients · unset to Mar 31, 2025 to May 14, 2025
- Accounts · 26 to 29May 6, 2024 to Mar 31, 2025
- Advisory employees · 24 to 20May 6, 2024 to Mar 31, 2025
- Pooled vehicle clients · 26 to 29May 6, 2024 to Mar 31, 2025
- Assets in custody · $3.2B to $3.9BMay 6, 2024 to Mar 31, 2025
- Employees · 32 to 29May 6, 2024 to Mar 31, 2025
- Private funds · 26 to 29May 6, 2024 to Mar 31, 2025
- Discretionary RAUM · $4.5B to $5.2BMay 6, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $4.5B to $5.2BMay 6, 2024 to Mar 31, 2025
- RAUM · $4.5B to $5.2BMay 6, 2024 to Mar 31, 2025
- Related insurance company · false to trueMay 6, 2024 to Mar 31, 2025
- Accounts · 17 to 26Apr 28, 2023 to Mar 29, 2024
- Advisory employees · 25 to 24Apr 28, 2023 to Mar 29, 2024
- Pooled vehicle clients · 17 to 26Apr 28, 2023 to Mar 29, 2024
- Assets in custody · $2.7B to $3.2BApr 28, 2023 to Mar 29, 2024
- Private funds · 17 to 26Apr 28, 2023 to Mar 29, 2024
- Discretionary RAUM · $4.0B to $4.5BApr 28, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $4.0B to $4.5BApr 28, 2023 to Mar 29, 2024
- RAUM · $4.0B to $4.5BApr 28, 2023 to Mar 29, 2024
- Accounts · 13 to 17Jan 11, 2023 to Mar 31, 2023
- Advisory employees · 23 to 25Jan 11, 2023 to Mar 31, 2023
- Pooled vehicle clients · 13 to 17Jan 11, 2023 to Mar 31, 2023
- Assets in custody · $3.1B to $2.7BJan 11, 2023 to Mar 31, 2023
- Employees · 33 to 32Jan 11, 2023 to Mar 31, 2023
- Private funds · 13 to 17Jan 11, 2023 to Mar 31, 2023
- Discretionary RAUM · $3.1B to $4.0BJan 11, 2023 to Mar 31, 2023
- Pooled vehicle RAUM · $3.1B to $4.0BJan 11, 2023 to Mar 31, 2023
- RAUM · $3.1B to $4.0BJan 11, 2023 to Mar 31, 2023
- Advisory employees · 24 to 23Feb 3, 2022 to Mar 30, 2022
- Assets in custody · $2.8B to $3.1BFeb 3, 2022 to Mar 30, 2022
Signals
8 dated events
- Edward James Minnick (Co-Chairman) no longer on Schedule A of L••••• M•••••• (listed 2023-04-28, absent 2024-03-29)Mar 29, 2024 · Control person left · inference
- Scott Jason Barg (Manager) appeared on Schedule A of L••••• M••••••Mar 29, 2024 · Control person joined · fact
- Cannon Trevor Rich (Manager) appeared on Schedule A of L••••• M••••••Mar 29, 2024 · Control person joined · fact
- L••••• M•••••• reported RAUM $4.0B, up 32% from $3.1B (2023-01-11 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- Charles Cody Isdaner (Chief Compliance Officer, Counsel) appeared on Schedule A of L••••• M••••••Jan 9, 2023 · Control person joined · fact
- Jay Jennings Newcom (Partner) no longer on Schedule A of L••••• M•••••• (listed 2022-03-30, absent 2023-01-09)Jan 9, 2023 · Control person left · inference
- L••••• M•••••• reported RAUM $3.5B, up 43% from $2.4B (2018-12-13 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
- David Timothy Rampe (General Counsel) appeared on Schedule A of L••••• M••••••Mar 29, 2019 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
- L••••• M•••••• P••••••• L•• · Independent Sponsorsshared crd · capital_provider
- L••••• M•••••• P••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/131370reportedpublic record, Form ADV, Sep 18, 2026
- Website
- lovellminnick.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 610-995-9660reportedpublic record, Form ADV, May 6, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026