PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Lm Tortoise Investment Holdings IV Co-Investment LLC

Private Equity FundFund ID 805-7799181235Delaware, United States
Gross assets
$11.5M
Min. investment
Beneficial owners
14
Size rank
Top 76%
Audited
Yes
Structure
Standalone

About this fund

Lm Tortoise Investment Holdings IV Co-Investment LLC is a private equity fund managed by Lovell Minnick Partners LLC. The fund reports $11.5 million in gross assets, placing it among the top 76% of private funds by size. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.

Fund details

Fund ID805-7799181235
Fund typePrivate Equity Fund
3(c)(1) exclusionYes
3(c)(7) exclusionYes
Master fundNo
Feeder fundNo
Fund of fundsNo
Relies on exemption from registrationNo
Annual auditYes
Prepared per GAAPYes
Sub-advisedNo
Sales limited to qualified investorsYes
% of assets independently valued0%

Other funds from this manager

FundTypeGross assets
Lovell Minnick Equity Partners V LPPrivate Equity$912.4M
Lovell Minnick Equity Partners VI LPPrivate Equity$824.6M
Lovell Minnick Equity Partners V-A LPPrivate Equity$669.4M
See all 37 funds from this manager — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How large is Lm Tortoise Investment Holdings IV Co-Investment LLC?

Lm Tortoise Investment Holdings IV Co-Investment LLC reports $11.5 million in gross assets, among the top 76% of private funds by size.

Who manages Lm Tortoise Investment Holdings IV Co-Investment LLC?

Lm Tortoise Investment Holdings IV Co-Investment LLC is managed by Lovell Minnick Partners LLC.

Does Lm Tortoise Investment Holdings IV Co-Investment LLC disclose returns?

No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.

Manager

Service providers

Prime broker
None reported
Auditor

Reported gross assets

$11.5M▼ 1%
Mar '25 — $11.6MApr '25 — $11.6MMay '25 — $11.6MJun '25 — $11.6MJul '25 — $11.6MAug '25 — $11.6MSep '25 — $11.6MOct '25 — $11.6MNov '25 — $11.6MDec '25 — $11.6MJan '26 — $11.6MFeb '26 — $11.6MMar '26 — $11.5MApr '26 — $11.5MMay '26 — $11.5MJun '26 — $11.5M
Mar '25Form ADV, monthlyJun '26

How this fund compares

Gross assetsTop 76%
Larger than 24% of 67,041 private funds
Gross assets vs Private Equity FundsTop 75%
Larger than 25% of 31,066 private equity funds

Investor base

Adviser & related persons51%
Funds of funds18%
Non-U.S. persons%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.