Form D · Private Equity Fund

LOVELL MINNICK EQUITY PARTNERS IV LP

Radnor, PA · CIK 0001609274

Offering snapshot reported May 28, 2015 · SEC filing

Reported sold: $400M
Investors reported: 33
Minimum accepted: $0
First sale: Jun 4, 2014

What changed?

Latest filing versus its linked predecessor, where available.

Reported investors0 → 33

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
May 28, 2015	Amendment	$400,300,000	No comparison	33	SEC filing
May 29, 2014	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06b, 3C, 3C.1, 3C.7
Duration over one year: No
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-218206

The general partner of the Issuer reserves the right to offer a greater or lesser amount of limited partnership interests. The amounts set forth above are aggregated between the Issuer and certain affiliated funds.

Source: Form D, filed May 28, 2015. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

LOVELL MINNICK EQUITY PARTNERS IV LP

Investment adviser: LOVELL MINNICK PARTNERS LLC

Gross asset value: $432M
Beneficial owners: 54
ADV minimum commitment: $5M

Reported in Form ADV on May 6, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

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

Filing source

Form ADV 2095138 · May 6, 2026 · Schedule D 7.B.(1), fund 805-9021619344

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

Related funds

Funds whose names form a numbered series with this one and that share its city or the name of a related person. Form D does not state how these funds are related.

Fund	Latest Form D	Reported sold	Investors
LOVELL MINNICK EQUITY PARTNERS IV LP (this fund)	May 28, 2015	$400,300,000	33
LOVELL MINNICK EQUITY PARTNERS V LP	May 1, 2019	$1,209,995,000	55
LOVELL MINNICK EQUITY PARTNERS VI LP	Jun 21, 2024	$959,425,000	60

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
Robert M. Belke	Executive, Promoter
John D. Cochran	Executive, Promoter
Spencer Hoffman	Executive, Promoter
Jeffrey D. Lovell	Executive, Promoter
James E. Minnick	Executive, Promoter
Jennings J. Newcom	Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

150 N. Radnor Chester Road, Suite A200
Radnor, PA, 19087