Investor Login
About
Team
Portfolio
Investment Strategy
Home
News
Contact
The Lovell Minnick Portfolio
Fund III
Fund II
Fund I
Active Portfolio Companies
Commercial Credit Group
is an independent specialty finance company that provides secured loans and leases for commercial and industrial equipment.
Fund III
Details
First Allied
is an independent broker / dealer providing investment products, training and support to independent financial advisors.
Fund III
Details
H.D. Vest
is an independent broker / dealer providing investment products, training, and support to tax professionals that deliver financial solutions to clients.
Fund III
Details
Kanaly Trust
is a wealth management firm that provides financial planning and trust/estate services to families, individuals and estates.
Fund III
Details
Matthews
is the US’s largest Asian markets investment management firm and sponsors the Matthews Asia Funds.
Fund III
Details
Mercer
provides wealth management, financial planning and practice management consulting services to specialist professionals.
Fund II
Details
Seaside
delivers private banking, lending and wealth management services to high net worth individuals and businesses in Florida.
Fund II
Details
TriState Capital Bank
is an independent commercial and private bank serving middle market businesses, professionals and high net worth individuals.
Fund III
Details
Select Realized Portfolio Companies
ALPS
, a provider of administration and distribution services to the investment management industry, was acquired by DST Systems in October 2011.
Details
Arrowstreet
, a global investment manager, reacquired LMP’s interest in a recapitalization in May 2007.
Details
AssetMark
, a manager and distributor of investment products, was acquired by Genworth Financial in October 2006.
Details
LMP's interest in ClariVest
, a global investment manager, was sold to Raymond James' Eagle Asset Management in December 2012.
Details
Dahlman Rose,
a research-driven investment bank focused on energy, transportation, infrastructure and the global supply chain, was acquired by Cowen Group, Inc. in March 2013.
Details
Duff & Phelps,
a leading global provider of financial advisory services, was taken private by an Investor Group in April 2013.
Details
LMP's equity interest in Leerink Swann
, an award-winning investment bank, was reacquired by the Company in April 2013.
Details
PlanMember,
an independent broker/dealer and asset management firm, was recapitalized by AXA Group in February 2013.
Details
Stein Roe Investment Counsel
, a private client asset management firm, was acquired by Invesco's Atlantic Trust in March 2004.
Details