Lovell Minnick Partners Revenue and Competitors

Lovell Minnick Partners is an independent private equity firm specializing in buyout and growth capital investments in the financial services sector and related business services. Since its founding in 1999, the firm has raised committed capital of $1.7 billion and completed investments in over 30 companies. Active portfolio companies include 361 Capital, Commercial Credit, Lincoln Investment Planning, J.S. Held Holdings, Keane Holdings, LSQ Funding, Matthews International Capital Management, Mercer Advisors, Seaside National Bank & Trust, TriState Capital Holdings and Worldwide Facilities. Example past portfolio companies include ALPS Holdings, AssetMark Investment Services, ClariVest Asset Management, Duff & Phelps Corporation, First Allied Securities, HD Vest Financial Services, Kanaly Trust, Leerink Swann Holdings, and PlanMember Financial Corp. Lovell Minnick limited partners include family offices, foundations and endowments, insurance companies, major pension funds, private equity fund-of-funds and other institutional investors and high-net worth individuals. Lovell Minnick operates from offices in Philadelphia, Los Angeles and New York.