Lovell Minnick Partners Llc
- Regulatory AUM
- $5.2B
- Discretionary
- $5.2B
- Clients
- 38
- Avg AUM / client
- $137M
- Accounts
- 38
- Employees
- 33
AUM over time
Annual snapshots from Form ADV filings · as of May 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 38 | $5.2B | 100.0% |
Private funds (26)
View all →Reported in Form ADV Section 7.B.(1), filing of May 2024 · $4.1B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Lovell Minnick Equity Partners V Lp | Private Equity Fund | Delaware | $876M | 63 |
| Lovell Minnick Equity Partners V A Lp | Private Equity Fund | Delaware | $646M | 30 |
| Lm Srs Holdings Lp | Private Equity Fund | Delaware | $444M | 10 |
| Lm Freeway Co Investment Lp | Private Equity Fund | Delaware | $438M | 22 |
| Lovell Minnick Equity Partners Iv Lp | Private Equity Fund | Delaware | $424M | 55 |
| Lm Indigo Holdings Llc | Private Equity Fund | Delaware | $232M | 5 |
| Lm West Holdings Llc | Private Equity Fund | Delaware | $175M | 7 |
| Lovell Minnick Equity Partners Iv A Lp | Private Equity Fund | Delaware | $149M | 23 |
| Lovell Minnick Equity Partners Tailwind Co Invest I Lp | Private Equity Fund | Delaware | $131M | 17 |
| Lovell Minnick Equity Partners Vi Lp | Private Equity Fund | Delaware | $99.7M | 50 |
| Lovell Minnick Equity Partners Tailwind Co Invest A Ii Lp | Private Equity Fund | Delaware | $82.4M | 11 |
| Lovell Minnick Equity Partners Vi A Lp | Private Equity Fund | Delaware | $77.5M | 30 |
| Lm West Intermediate Co Lp | Private Equity Fund | Delaware | $70.8M | 4 |
| Lm Lsq Investors Llc | Private Equity Fund | Delaware | $62.2M | 10 |
| Lovell Minnick Equity Partners Tailwind Co Invest A I Lp | Private Equity Fund | Delaware | $45.0M | 6 |
People (8)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Belke, Robert, Myles | Manager | Jan 2018 (9y) | Less than 5% | |
| Pierson, Steven, Corbett | Managing Partner | Jan 2018 (9y) | Less than 5% | |
| Lovell, Jeffrey, Dale | Co Chairman | Jun 2018 (8y) | Less than 5% | |
| Shebelsky, Scott, Andrew | Chief Financial Officer | Aug 2019 (7y) | Less than 5% | |
| Isdaner, Cody, Charles | Chief Compliance Officer, Counsel | Jan 2023 (4y) | Less than 5% | |
| Rampe, Timothy, David | Partner, General Counsel | Jan 2023 (4y) | Less than 5% | |
| Barg, Jason, Scott | Manager | Jan 2024 (3y) | GP / trustee / elected manager of Lovell Minnick Holdings Llc (indirect) | |
| Rich, Trevor, Cannon | Manager | Jan 2024 (3y) | GP / trustee / elected manager of Lovell Minnick Holdings Llc (indirect) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Lovell Minnick Holdings Llc | Sole Member | Dec 2003 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (26, $4.1B gross assets)
Top 25 of 26 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/06/2026 | 8.9 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • MONITORING FEES
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 06, 2026.
View current Form ADV (SEC/IAPD) ↗