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Lovell Minnick Partners LLC

● SEC registered since 2012CRD 156494SEC# 801-74141Radnor, PA
Export (members)
Ranks #1,293 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$5.21B
Fund GAV
$6.02B
Private funds
38
Employees
33
Accounts
38
Location
Radnor, PA

Lovell Minnick Partners LLC assets under management

Lovell Minnick Partners LLC operates as an SEC-registered investment adviser based in Radnor, PA. The firm has been registered since 2012. It reports $5.2 billion in regulatory assets under management and employs 33 people. Lovell Minnick Partners LLC manages 38 private funds with combined gross assets of $6 billion, including Lovell Minnick Equity Partners V LP. By regulatory assets, it ranks 1,293 of 6,004 private fund managers.

Lovell Minnick Partners LLC private funds

38 funds · $6.02B GAV
FundTypeGross assetsMin.
Lovell Minnick Equity Partners V LPPrivate Equity$912.4M$5M
Lovell Minnick Equity Partners VI LPPrivate Equity$824.6M$5M
Lovell Minnick Equity Partners V-A LPPrivate Equity$669.4M$5M
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Lovell Minnick Partners LLC owners & executives

12 reported
NameTitleOwnershipSince
Cody Charles Isdaner ControlChief Compliance Officer, CounselUnder 5%2023
Jeffrey Dale Lovell ControlChairmanUnder 5%2018
Lovell Minnick Holdings LLC ControlSole MemberOver 75%2003
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Frequently asked questions

How much does Lovell Minnick Partners LLC manage?

Lovell Minnick Partners LLC reports $5.2 billion in regulatory assets under management on its Form ADV.

How many private funds does Lovell Minnick Partners LLC manage?

Lovell Minnick Partners LLC manages 38 private funds with combined gross assets of $6 billion.

How many employees does Lovell Minnick Partners LLC have?

Lovell Minnick Partners LLC reports 33 employees.

Where is Lovell Minnick Partners LLC located?

Lovell Minnick Partners LLC is based in Radnor, PA and has been SEC-registered since 2012.

Does Lovell Minnick Partners LLC disclose fund performance?

Lovell Minnick Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address555 E. Lancaster Avenue, Suite 510, Radnor, PA 19087-5163
Phone610-995-9660
Fax610-995-9680
Office hours9:00 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Regulatory AUM

$5.21B▲ 1%
Mar '25 — $5.17BApr '25 — $5.17BMay '25 — $5.17BJun '25 — $5.17BJul '25 — $5.17BAug '25 — $5.17BSep '25 — $5.17BOct '25 — $5.17BNov '25 — $5.17BDec '25 — $5.17BJan '26 — $5.17BFeb '26 — $5.17BMar '26 — $5.21BApr '26 — $5.21BMay '26 — $5.21BJun '26 — $5.21B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 12%
Larger than 88% of 16,271 advisers
AUM vs fund managersTop 22%
Larger than 78% of 6,004 private-fund managers
Number of fundsTop 5%
More funds than 95% of fund managers
EmployeesTop 16%
More than 84% of 16,825 advisers

Assets under management

$5.21Bregulatory AUM
Discretionary $5.21B