Regulatory Disclosures
The information contained on this website is provided for general, informational purposes only and nothing on this website constitutes an offer to sell or a solicitation of an offer to buy any securities or interests in any fund sponsored by Lovell Minnick Partners LLC and its affiliates ("Lovell Minnick," “we”, “us” or the "Firm"). Lovell Minnick provides investment advisory services only to the privately offered Lovell Minnick funds. Lovell Minnick does not solicit or make its services available to the public or other advisory clients. Any such offer or solicitation will be made only pursuant to a confidential private placement memorandum and other definitive offering documents, and in accordance with applicable federal and state securities laws. This website does not contain performance information relating to Lovell Minnick's funds or investments. Past performance of any Lovell Minnick fund or investment is not necessarily indicative of, and is not a guarantee of, future results. Investments in private equity funds involve substantial risk of loss, including the potential loss of all invested capital.
Nothing on this website constitutes investment, legal, tax, accounting, or other advice. Visitors should consult their own advisors regarding the appropriateness of any investment. Lovell Minnick expressly disclaims any responsibility for investment decisions made on the basis of information provided on this website.
Certain statements on this website may constitute forward-looking statements, including statements regarding investment strategy, market opportunities, and business objectives. These statements are based on current expectations and assumptions that may prove to be incorrect. Actual results and outcomes may differ materially from those expressed or implied. Lovell Minnick undertakes no obligation to update any forward-looking statements to reflect subsequent events or circumstances.
Lovell Minnick Partners LLC is a registered investment adviser with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Additional information about Lovell Minnick is available in its Form ADV, which is accessible through the SEC's Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.
Portfolio Companies
The portfolio companies listed on this website represent investments made across one or more funds sponsored by Lovell Minnick. They are provided for informational purposes only to illustrate the types of investments Lovell Minnick has made and the industries in which the Firm focuses and are intended for prospective portfolio companies and their management teams. The inclusion of a portfolio company on this website does not imply that any investment was or will be profitable, nor that future investments will be of comparable quality or yield similar results. References to portfolio companies should not be construed as an endorsement or recommendation of any product or service offered by such companies, nor as a guarantee of the financial performance of any current or future investment.
Case Studies
The portfolio company case studies and related profiles presented on this website are provided for illustrative purposes only. They have been selected to provide representative examples of the types of investments made by Lovell Minnick and to illustrate certain investment methodologies and value creation strategies employed by the firm. They do not purport to be, and should not be construed as, representative of all investments made by Lovell Minnick or its funds. Portfolio companies featured in case studies on this website were not selected solely on the basis of investment returns generated by Lovell Minnick. It should not be assumed that investments made in the future will be comparable in quality or performance to the investments described herein. There can be no assurance that the investment methodologies, value creation strategies, or financial or operational outcomes described in any case study will be applicable to, achievable in, or replicated in connection with future investments.
Financial and operational metrics included in case studies have not been independently verified by Lovell Minnick. Metrics have been selected and presented solely for illustrative purposes to demonstrate discrete elements of a company's performance; they are incomplete and are not necessarily indicative of the company's overall performance, operations, or prospects. Certain financial figures may be non-GAAP measures and have not been subject to audit. Financial and operational information relating to portfolio companies generally reflects circumstances as of the time of Lovell Minnick's investment or as of another specified date and may not be updated in real time.
Statements by Portfolio Company Executives and Management Teams
This website, including any videos, testimonials, quotations, or other multimedia content, may contain statements, commentary, and other expressions of opinion made by past or present members of management teams at portfolio companies in which Lovell Minnick has invested. Such statements reflect the experiences and opinions of current or former portfolio company executives in their capacity as partners and participants in Lovell Minnick’s investment activities, not their experiences as investors in Lovell Minnick sponsored funds and are not intended to constitute an endorsement of Lovell Minnick’s investment advisory services, a representation of any investor’s experience, or a guarantee of any future outcome, investment result, or partnership experience. Other portfolio company executives may not necessarily share the same views.
These individuals were not directly compensated by Lovell Minnick for making these statements. However, they do receive compensation as executives of Lovell Minnick portfolio companies and, in some cases, are investors in one or more Lovell Minnick-sponsored funds. These relationships create potential conflicts of interest that may influence their statements. Statements represent the personal views of the individuals who made them, and Lovell Minnick makes no representation or warranty as to their accuracy, completeness, or currentness. Titles and roles referenced are as of the time the statement was made and are not necessarily indicative of current or future positions.
Third-Party Awards, Rankings, and Recognitions
Lovell Minnick may from time to time display on this website references to awards, rankings, lists, or other recognitions (collectively, "Recognitions") granted by third-party organizations, which are subject to the following important limitations.
Any Recognition that represents an aggregate evaluation of a firm's activities is not necessarily indicative of any individual investor's experience, nor of the future performance of any Lovell Minnick fund. Inclusion on any list, ranking, or award does not constitute a guarantee that similar recognition will be obtained by Lovell Minnick in the future, nor does any such Recognition constitute an endorsement of Lovell Minnick's investment advisory services by the issuing organization or any regulatory authority.
Certain Recognitions may involve application fees, fees for logo rights, advertisements, or other related matters paid by participating firms. Where applicable, such fees and other relevant information regarding a specific Recognition — including the issuing organization, date of issuance, selection methodology, and any compensation paid — are disclosed on the specific page of this website where that Recognition appears.
Multimedia Content (Videos and Other Media)
All disclosures on this page apply in their entirety to any videos and other multimedia content featured on this website. In addition, company branding, logos, and other brand expressions shown in any such content reflect such companies’ branding at the time of production and are not necessarily indicative of current or future branding.
Third-Party Information and Sources
Certain information on this website has been obtained from or is based upon published sources, research, or data prepared by third parties, including industry research firms, benchmarking providers, market data services, and other market participants. Such information has not necessarily been independently verified by Lovell Minnick, and Lovell Minnick assumes no responsibility for its accuracy, completeness, or currentness. This website will not necessarily be updated or otherwise revised to reflect information that subsequently becomes available or to correct errors identified after the date of initial posting.
Third-party logos, names, and trademarks appearing on this website are the property of their respective owners. Their use on this website is for identification purposes only and does not imply affiliation with, sponsorship by, or endorsement of Lovell Minnick by such third parties, unless specifically stated.