Form D · Private Equity Fund
LOVELL MINNICK EQUITY PARTNERS V LP
Radnor, PA · CIK 0001750391
Offering snapshot reported May 1, 2019 · SEC filing
- Reported sold
- $1.21B Indefinite offering
- Investors reported
- 55 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Nov 8, 2018 As reported in this filing
Fundraising history
Reported soldDates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.
What changed?
Latest filing versus its linked predecessor, where available.
- Reported sold$750,359,520 → $1,209,995,000
- Reported investors28 → 55
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| May 1, 2019 | Amendment | $1,209,995,000 | $459,635,480vs Nov 21, 2018 | 55 | SEC filing |
| Nov 21, 2018 | Initial | $750,359,520 | No comparison | 28 | 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 (estimated)
- Finders' fees
- $0 (estimated)
- Form D file number
- 021-326353
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.
Such fees, if any, will only be paid upon the sale of interests to certain investors and such amount to be determined based upon the commitment amounts of such investors.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| EVERCORE GROUP L.L.C. | 42405 |
Source: Form D, filed May 1, 2019. 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 V LP
Investment adviser: LOVELL MINNICK PARTNERS LLC
- Gross asset value
- $912M
- Beneficial owners
- 62
- 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
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
Filing source
Form ADV 2095138 · May 6, 2026 · Schedule D 7.B.(1), fund 805-4960143945
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
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.
| Name | Reported role |
|---|---|
| W. Bradford Armstrong | Executive, Promoter |
| Jason S. Barg | Executive, Promoter |
| Robert M. Belke | Executive, Promoter |
| John D. Cochran | Executive, Promoter |
| Irene Hong Edwards | Executive, Promoter |
| Spencer Hoffman | Executive, Promoter |
| Jeffrey D. Lovell | Executive, Promoter |
| James E. Minnick | Executive, Promoter |
| Jennings J. Newcom | Executive, Promoter |
| Steven C. Pierson | Executive, Promoter |
| Timothy D. Rampe | Executive, Promoter |
| Trevor C. Rich | Executive, Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Radnor, PA, 19087