LOVELL MINNICK
Firm details
- Headquarters
- RADNOR, Pennsylvania
- CRD number
- 156494
- Registered since
- March 29, 2012
- Website
- www.lmpartners.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Lovell Minnick operates as a private equity manager organized as a limited liability company and registered with the SEC since 2012. The firm focuses on pooled private equity vehicles and serves an institutional client base rather than acting as a capital allocator for a single family or corporate balance sheet. Its advisory remit centers on portfolio management for pooled investment vehicles, and it functions in roles across the industry ladder—sponsor/GP, and in affiliation with broker-dealers, trust companies, insurance firms, and other service providers. Fee arrangements include asset-based management fees plus performance fees and other customized fee schedules. The firm identifies as an active ESG investor and incorporates environmental, social, and governance considerations into its investment and portfolio monitoring work.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2SCOTT SHEBELSKY
Principal and Chief Financial OfficerCRD 6909720
CODY ISDANER
Chief Compliance Officer & CounselCRD 6338896
Contacts
3 of 4JEFFREY LOVELL
Co-Founder & ChairmanCRD 1095362
ROBERT BELKE
Managing PartnerCRD 2287759
TIMOTHY RAMPE
Partner, General CounselCRD 7090837
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
RADNOR, PA
DELAWARE
Location
RADNOR, PA
Headquartered in RADNOR, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- DELAWARE
- Address
- 555 E Lancaster Ave
- Time zone
- ET (UTC-5)
- Office locations
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