Lovell Minnick was founded in 1999 by
financial services executives Jeffrey D. Lovell and James E. Minnick. The firm currently has offices in Philadelphia, Los Angeles and New York. The firm has raised over $6 billion in committed capital since inception from institutional investors such as public and private pension funds, insurance companies, endowments and foundations. The firm has invested in more than 50 portfolio companies and made over 200 add-on acquisitions in the last 25 years. Some of the firm’s notable previously owned investments include ALPS, J.S. Held, Worldwide Facilities,
Duff & Phelps, and AssetMark. More recent investments include SRS Acquiom, Mercer Advisors (which was sold to
Oak Hill Capital in 2019), Foreside Financial Group, CenterSquare Investment Management, Tortoise Capital Advisors, and Inside Real Estate. ==Strategy==