Investment adviser · CRD 156494

LOVELL MINNICK PARTNERS LLC

Investment adviser filing (IA)

RADNOR, PA, United States · Form ADV filed May 6, 2026

Regulatory AUM
$5.21B
Form ADV · Item 5.F
Client accounts
38
Accounts, not individual clients
Employees
33
Reported in this filing
Advisory professionals
23
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles38$5,212,882,144100.0%
Filing source

Form ADV 2095138 · May 6, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

40 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

LOVELL MINNICK EQUITY PARTNERS V LPPrivate Equity Fund · Last reported May 6, 2026$912MGross asset value

Form D fundraising filings

LOVELL MINNICK EQUITY PARTNERS V LP

Fund administrator GEN II FUND SERVICES LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM US LLP PHILADELPHIA, Pennsylvania, United States
Custodian CITIZENS BANK RIVERSIDE, Rhode Island, United States Related to adviser: No
Custodian COLORADO STATE BANK AND TRUST, A DIVISION OF BOKF, NA DENVER, Colorado, United States Related to adviser: No
Custodian SILICON VALLEY BANK, A DIVISION OF FIRST CITIZENS BANK SANTA CLARA, California, United States Related to adviser: No
Marketer EVERCORE GROUP L.L.C. NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

RSM US LLP
PCAOB 49

CITIZENS BANK
LEI DRMSV1Q0EKMEXLAU1P80

SILICON VALLEY BANK, A DIVISION OF FIRST CITIZENS BANK
LEI 2549006SX2APS6OJMQ40

EVERCORE GROUP L.L.C.
CRD 42405 · SEC 8-49830

Fund details & source
Fund ID
805-4960143945
Reported beneficial owners
62
Minimum commitment
$5M
Form D file number
021-326353

Form ADV 2095138 · May 6, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

LOVELL MINNICK EQUITY PARTNERS VI LPPrivate Equity Fund · Last reported May 6, 2026$825MGross asset value

Form D fundraising filings

LOVELL MINNICK EQUITY PARTNERS VI LP

Fund administrator GEN II FUND SERVICES LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor DELOITTE & TOUCHE LLP MCLEAN, Virginia, United States
Custodian CITIZENS BANK RIVERSIDE, Rhode Island, United States Related to adviser: No
Custodian COLORADO STATE BANK AND TRUST, A DIVISION OF BOKF, NA DENVER, Colorado, United States Related to adviser: No
Custodian SILICON VALLEY BANK, A DIVISION OF FIRST CITIZENS BANK SANTA CLARA, California, United States Related to adviser: No
Marketer 51 NORTH CAPITAL GMBH ISMANING, Germany Related to adviser: No
Marketer AHP CAPITAL MANAGEMENT GMBH FRANKFURT AM MAIN, Germany Related to adviser: No
Marketer CAMPBELL LUTYENS & CO. INC. LONDON, United Kingdom Related to adviser: No
Marketer FIRST FORTE CONSULTANCY FZE FUJAIRAH, United Arab Emirates Related to adviser: No
Marketer ISP SECURITIES LTD. ZURICH, Switzerland Related to adviser: No
Marketer OMNICAP, LLC NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

DELOITTE & TOUCHE LLP
PCAOB 34

CITIZENS BANK
LEI DRMSV1Q0EKMEXLAU1P80

SILICON VALLEY BANK, A DIVISION OF FIRST CITIZENS BANK
LEI 2549006SX2APS6OJMQ40

CAMPBELL LUTYENS & CO. INC.
CRD 133376 · SEC 8-66720

OMNICAP, LLC
CRD 137353 · SEC 8-67082

Fund details & source
Fund ID
805-8871672312
Reported beneficial owners
77
Minimum commitment
$5M
Form D file number
021-450107

Form ADV 2095138 · May 6, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

LOVELL MINNICK EQUITY PARTNERS V-A LPPrivate Equity Fund · Last reported May 6, 2026$669MGross asset value

Form D fundraising filings

LOVELL MINNICK EQUITY PARTNERS V-A LP

Fund administrator GEN II FUND SERVICES LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM US LLP PHILADELPHIA, Pennsylvania, United States
Custodian CITIZENS BANK RIVERSIDE, Rhode Island, United States Related to adviser: No
Custodian COLORADO STATE BANK AND TRUST, A DIVISION OF BOKF, NA DENVER, Colorado, United States Related to adviser: No
Custodian SILICON VALLEY BANK, A DIVISION OF FIRST CITIZENS BANK SANTA CLARA, California, United States Related to adviser: No
Marketer EVERCORE GROUP L.L.C. NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

RSM US LLP
PCAOB 49

CITIZENS BANK
LEI DRMSV1Q0EKMEXLAU1P80

SILICON VALLEY BANK, A DIVISION OF FIRST CITIZENS BANK
LEI 2549006SX2APS6OJMQ40

EVERCORE GROUP L.L.C.
CRD 42405 · SEC 8-49830

Fund details & source
Fund ID
805-7059024594
Reported beneficial owners
30
Minimum commitment
$5M
Form D file number
021-326354

Form ADV 2095138 · May 6, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

LM SRS HOLDINGS LPPrivate Equity Fund · Last reported May 6, 2026$462MGross asset value
Fund administrator GEN II FUND SERVICES LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM US LLP PHILADELPHIA, Pennsylvania, United States
Custodian COLORADO STATE BANK AND TRUST, A DIVISION OF BOKF, NA DENVER, Colorado, United States Related to adviser: No
Custodian SILICON VALLEY BANK, A DIVISION OF FIRST CITIZENS BANK SANTA CLARA, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

RSM US LLP
PCAOB 49

SILICON VALLEY BANK, A DIVISION OF FIRST CITIZENS BANK
LEI 2549006SX2APS6OJMQ40

Fund details & source
Fund ID
805-6701340459
Reported beneficial owners
10
Minimum commitment
$0

Form ADV 2095138 · May 6, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

LOVELL MINNICK EQUITY PARTNERS IV LPPrivate Equity Fund · Last reported May 6, 2026$432MGross asset value

Form D fundraising filings

LOVELL MINNICK EQUITY PARTNERS IV LP

Fund administrator GEN II FUND SERVICES LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM US LLP PHILADELPHIA, Pennsylvania, United States
Custodian CITIZENS BANK RIVERSIDE, Rhode Island, United States Related to adviser: No
Custodian COLORADO STATE BANK AND TRUST, A DIVISION OF BOKF, NA DENVER, Colorado, United States Related to adviser: No
Custodian SILICON VALLEY BANK, A DIVISION OF FIRST CITIZENS BANK SANTA CLARA, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

RSM US LLP
PCAOB 49

CITIZENS BANK
LEI DRMSV1Q0EKMEXLAU1P80

SILICON VALLEY BANK, A DIVISION OF FIRST CITIZENS BANK
LEI 2549006SX2APS6OJMQ40

Fund details & source
Fund ID
805-9021619344
Reported beneficial owners
54
Minimum commitment
$5M
Form D file number
021-218206

Form ADV 2095138 · May 6, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

LM WEST HOLDINGS LLCPrivate Equity Fund · Last reported May 6, 2026$427MGross asset value
Fund administrator GEN II FUND SERVICES LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM US LLP PHILADELPHIA, Pennsylvania, United States
Custodian SILICON VALLEY BANK, A DIVISION OF FIRST CITIZENS BANK SANTA CLARA, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

RSM US LLP
PCAOB 49

SILICON VALLEY BANK, A DIVISION OF FIRST CITIZENS BANK
LEI 2549006SX2APS6OJMQ40

Fund details & source
Fund ID
805-8486508015
Reported beneficial owners
7
Minimum commitment
$5M

Form ADV 2095138 · May 6, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

LOVELL MINNICK EQUITY PARTNERS VI-A LPPrivate Equity Fund · Last reported May 6, 2026$419MGross asset value

Form D fundraising filings

LOVELL MINNICK EQUITY PARTNERS VI-A LP

Fund administrator GEN II FUND SERVICES LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor DELOITTE & TOUCHE LLP MCLEAN, Virginia, United States
Custodian CITIZENS BANK RIVERSIDE, Rhode Island, United States Related to adviser: No
Custodian COLORADO STATE BANK AND TRUST, A DIVISION OF BOKF, NA DENVER, Colorado, United States Related to adviser: No
Custodian SILICON VALLEY BANK, A DIVISION OF FIRST CITIZENS BANK SANTA CLARA, California, United States Related to adviser: No
Marketer 51 NORTH CAPITAL GMBH ISMANING, Germany Related to adviser: No
Marketer AHP CAPITAL MANAGEMENT GMBH FRANKFURT AM MAIN, Germany Related to adviser: No
Marketer CAMPBELL LUTYENS & CO. INC. LONDON, United Kingdom Related to adviser: No
Marketer FIRST FORTE CONSULTANCY FZE FUJAIRAH, United Arab Emirates Related to adviser: No
Marketer ISP SECURITIES LTD. ZURICH, Switzerland Related to adviser: No
Marketer OMNICAP, LLC NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

DELOITTE & TOUCHE LLP
PCAOB 34

CITIZENS BANK
LEI DRMSV1Q0EKMEXLAU1P80

SILICON VALLEY BANK, A DIVISION OF FIRST CITIZENS BANK
LEI 2549006SX2APS6OJMQ40

CAMPBELL LUTYENS & CO. INC.
CRD 133376 · SEC 8-66720

OMNICAP, LLC
CRD 137353 · SEC 8-67082

Fund details & source
Fund ID
805-5849570200
Reported beneficial owners
40
Minimum commitment
$5M
Form D file number
021-450108

Form ADV 2095138 · May 6, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: May 6, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

555 E. LANCASTER AVENUE, SUITE 510
RADNOR, PA, 19087-5163, United States

CRD 156494

Filing source

Form ADV 2095138 · May 6, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.