LOVELL MINNICK PARTNERS LLC
CRD #156494 SEC #801-74141 RADNOR, PA 610-995-9660
SEC Registered Private Funds
Total AUM
$5.2B
Discretionary
$5.2B
Employees
29
Clients
--
Accounts
29
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $5.2B | $5.2B | $0 | 29 | 0 |
| Mar 2025 | $5.2B | $5.2B | $0 | 29 | 0 |
| May 2024 | $4.5B | $4.5B | $0 | 32 | 0 |
| Mar 2024 | $4.5B | $4.5B | $0 | 32 | 0 |
| Apr 2023 | $4B | $4B | $0 | 32 | 0 |
| Mar 2023 | $4B | $4B | $0 | 32 | 0 |
| Jan 2023 | $3.1B | $3.1B | $0 | 33 | 0 |
| Jan 2023 | $3.1B | $3.1B | $0 | 33 | 0 |
| Mar 2022 | $3.1B | $3.1B | $0 | 33 | 0 |
| Feb 2022 | $2.8B | $2.8B | $0 | 31 | 0 |
| Mar 2021 | $2.8B | $2.8B | $0 | 31 | 0 |
| Mar 2020 | $3.2B | $3.2B | $0 | 30 | 0 |
| Dec 2019 | $3.5B | $3.5B | $0 | 25 | 0 |
| Mar 2019 | $3.5B | $3.5B | $0 | 25 | 0 |
| Dec 2018 | $2.4B | $2.4B | $0 | 25 | 0 |
| Nov 2018 | $2.4B | $2.4B | $0 | 25 | 0 |
| Jul 2018 | $2B | $2B | $0 | 25 | 0 |
| Jul 2018 | $2B | $2B | $0 | 25 | 0 |
| Mar 2018 | $2B | $2B | $0 | 25 | 0 |
| Feb 2018 | $1.9B | $1.9B | $0 | 25 | 0 |
| Jan 2018 | $1.9B | $1.9B | $0 | 25 | 0 |
| Oct 2017 | $1.9B | $1.9B | $0 | 25 | 0 |
| Mar 2017 | $1.8B | $1.8B | $0 | 25 | 1 |
| Mar 2016 | $1.7B | $1.7B | $0 | 16 | 1 |
| Oct 2015 | $1.3B | $1.3B | $0 | 16 | 1 |
| Jul 2015 | $1.3B | $1.3B | $0 | 16 | 1 |
| Mar 2015 | $1.3B | $1.3B | $0 | 16 | 1 |
| Jun 2014 | $778.4M | $778.4M | $0 | 17 | 1 |
| Mar 2014 | $778.4M | $778.4M | $0 | 17 | 1 |
| May 2013 | $754.6M | $754.6M | $0 | 18 | 1 |
| Mar 2013 | $754.6M | $754.6M | $0 | 18 | 1 |
| Jun 2012 | $619M | $619M | $0 | -- | 1 |
| Feb 2012 | $619M | $619M | $0 | -- | 1 |
DateMay 2025
Total AUM$5.2B
Discretionary$5.2B
Non-Disc.$0
Employees29
Clients0
DateMar 2025
Total AUM$5.2B
Discretionary$5.2B
Non-Disc.$0
Employees29
Clients0
DateMay 2024
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$0
Employees32
Clients0
DateMar 2024
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$0
Employees32
Clients0
DateApr 2023
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees32
Clients0
DateMar 2023
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees32
Clients0
DateJan 2023
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees33
Clients0
DateJan 2023
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees33
Clients0
DateMar 2022
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees33
Clients0
DateFeb 2022
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees31
Clients0
DateMar 2021
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees31
Clients0
DateMar 2020
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees30
Clients0
DateDec 2019
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees25
Clients0
DateMar 2019
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees25
Clients0
DateDec 2018
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees25
Clients0
DateNov 2018
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees25
Clients0
DateJul 2018
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees25
Clients0
DateJul 2018
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees25
Clients0
DateMar 2018
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees25
Clients0
DateFeb 2018
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees25
Clients0
DateJan 2018
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees25
Clients0
DateOct 2017
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees25
Clients0
DateMar 2017
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees25
Clients1
DateMar 2016
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees16
Clients1
DateOct 2015
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees16
Clients1
DateJul 2015
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees16
Clients1
DateMar 2015
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees16
Clients1
DateJun 2014
Total AUM$778.4M
Discretionary$778.4M
Non-Disc.$0
Employees17
Clients1
DateMar 2014
Total AUM$778.4M
Discretionary$778.4M
Non-Disc.$0
Employees17
Clients1
DateMay 2013
Total AUM$754.6M
Discretionary$754.6M
Non-Disc.$0
Employees18
Clients1
DateMar 2013
Total AUM$754.6M
Discretionary$754.6M
Non-Disc.$0
Employees18
Clients1
DateJun 2012
Total AUM$619M
Discretionary$619M
Non-Disc.$0
Employees--
Clients1
DateFeb 2012
Total AUM$619M
Discretionary$619M
Non-Disc.$0
Employees--
Clients1