SEC-Registered Investment Adviser
Lovell Minnick
Legal name: Lovell Minnick Partners LLC
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated May 6, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- March 29, 2012
- Principal office
- 555 E. Lancaster Avenue, Suite 510, Radnor, PA 19087-5163
- Organized as
- Limited Liability Company, DE
- Fiscal year end
- December
- Other offices
- 2
- Website
- www.lovellminnick.com
Scale
- Regulatory AUM
- $5.2B
- Accounts
- 38
- Clients
- 0
- Employees
- 33, 23 in advisory roles
- Private funds advised
- 38
- Private fund gross assets
- $6.0B
- Fund types
- 38 private equity funds
- Funds with Form D records
- 4 issuers in AltStreet's ledger, $4.3B reported sold across them
- Client assets in custody
- $4.2B (38 clients)
Business, clients and compensation, as filed
- Advisory activities
- portfolio management for pooled investment vehicles
- Compensated by
- a percentage of assets under management, performance-based fees and other
- Client types
- pooled investment vehicles (38)
- Related persons include
- a broker-dealer, another investment adviser, a commodity pool operator or commodity trading advisor, a trust company, an accountant or accounting firm, an insurance company or agency, a pension consultant and a sponsor, general partner or managing member of pooled investment vehicles
Form ADV Item 11 disclosures
No yes answers on Item 11 as of the latest Form ADV (May 6, 2026). Item 11 covers the firm and its advisory affiliates.
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.