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LOVELL MINNICK
Legal name: LOVELL MINNICK PARTNERS LLC
CRD 156494File 801-74141
APPROVED
Custody
Filing as of May 6, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$5.21B
Top 25% of cohort (national)
Discretionary AUM
$5.21B
Clients
38
38 accounts
Employees
33
Top 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Mar 29, 2012
- Principal office
- 555 E. LANCASTER AVENUE, SUITE 510, RADNOR, PA, 19087-5163
- Phone
- 610-995-9660
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.21B
- Discretionary AUM
- $5.21B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 38
- Non-discretionary accounts
- 0
- Total accounts
- 38
- AUM per client
- $137.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 38 | $5.21B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — MONITORING FEES
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 29 | 33 | increased by4 |
| Apr 1, 2026 | Clients | 29 | 38 | increased by9 |
| Apr 1, 2026 | AUM | $5,168,778,281 | $5,212,882,144 | increased by$44,103,863 |
| Apr 1, 2026 | Accounts | 29 | 38 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 33 | 29 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 13 | 29 | increased by16 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,056,761,331 | $5,168,778,281 | increased by$2,112,016,950 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 13 | 29 | increased by16 |
| Apr 1, 2022 | Employees | 31 | 33 | increased by2 |
| Apr 1, 2022 | AUM | $2,801,846,777 | $3,056,761,331 | increased by$254,914,554 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LOVELL MINNICK” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LOVELL MINNICK” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.