LOVELL MINNICK

RIASEC RegisteredEst. 2012
Total AUM
$5.2B
Discretionary
$5.2B
100% of AUM
Avg account
$137M
Accounts
38
Employees
33
Advisory reps
6

Firm details

Headquarters
RADNOR, Pennsylvania
CRD number
156494
Registered since
March 29, 2012
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • SCOTT SHEBELSKY

    Principal and Chief Financial OfficerCRD 6909720

  • CODY ISDANER

    Chief Compliance Officer & CounselCRD 6338896

Contacts

3 of 4
  • JEFFREY LOVELL

    Co-Founder & ChairmanCRD 1095362

  • ROBERT BELKE

    Managing PartnerCRD 2287759

  • TIMOTHY RAMPE

    Partner, General CounselCRD 7090837

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth