# Lovell Minnick

> Lovell Minnick is an SEC-registered investment advisory firm in Radnor, PA, registered since 2012, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated May 6, 2026.

- CRD: 156494
- Filed as: LOVELL MINNICK
- Legal name: Lovell Minnick Partners LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Radnor, PA
- Filing period: October 2026
- Form ADV filing dated: May 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/156494
- AdvisorCensus page: https://advisorcensus.com/firm/lovell-minnick-radnor-pa-156494

## Quick answers

**How is Lovell Minnick compensated?**
On its Form ADV (Item 5.E, October 2026), Lovell Minnick reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other.

**Where is Lovell Minnick located?**
Lovell Minnick's principal office is in Radnor, PA, according to its Form ADV; the June 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Lovell Minnick registered with the SEC or a state?**
Lovell Minnick is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 156494.

**How much does Lovell Minnick manage?**
Lovell Minnick reports $5,212,882,144 in regulatory assets under management in its Form ADV filing dated May 6, 2026 (100% discretionary).

**How have Lovell Minnick's assets and staff changed since 2021?**
In the Form ADV data for Lovell Minnick: Regulatory assets under management: $2,801,846,777 in the October 2021 data and $5,212,882,144 in the October 2026 data, up 86%. Total employees: 31 in October 2021 and 33 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Lovell Minnick serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (38).

**Does Lovell Minnick report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/156494

**What changed in Lovell Minnick's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 20 to 23. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $5,212,882,144
- Discretionary: $5,212,882,144
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 38 | $5,212,882,144 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 33 total, 23 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NY, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Manhattan Beach, CA
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- lovellminnick.com
- LinkedIn @131370
- YouTube @UCUTn7MyBWk8sQJ7HUJyHEWg

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,801,846,777 | 31 | March 31, 2021 |
| October 2022 | $3,056,761,331 | 33 | March 30, 2022 |
| October 2023 | $4,025,213,310 | 32 | April 28, 2023 |
| October 2024 | $4,462,554,954 | 32 | May 6, 2024 |
| October 2025 | $5,168,778,281 | 29 | May 14, 2025 |
| October 2026 | $5,212,882,144 | 33 | May 6, 2026 |

Regulatory assets under management: $2,801,846,777 in the October 2021 data and $5,212,882,144 in the October 2026 data, up 86%.
Total employees: 31 in October 2021 and 33 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 20 to 23.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lovell Minnick (CRD 156494): Form ADV filing data as of October 2026.