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LOVELL MINNICK PARTNERS LLC

dba LOVELL MINNICK · CRD 156494 · Registered Investment Adviser

Custody via related personManages private funds

LOVELL MINNICK PARTNERS LLC is a Registered Investment Adviser headquartered in RADNOR, PA. The firm reports $5,212,882,144 in regulatory assets under management across 38 accounts, and manages 38 private fund(s). It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$5,212,882,144
Non-discretionary$0
Total RAUM$5,212,882,144
Accounts38

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 156494. adviserinfo.sec.gov/firm/summary/156494.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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