LOVELL JEFFREY DALE appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. LOVELL JEFFREY DALE appears on 32 filing roles across Form ADV (32).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | TORTOISE CAPITAL ADVISORS, L.L.C. | DIRECTOR | OVERLAND PARK, KS |
| — | Form ADV | TORTOISE INDEX SOLUTIONS, LLC | DIRECTOR | OVERLAND PARK, KS |
| — | Form ADV | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | CO MANAGING MEMBER OF LOVELL MINNICK HOLDINGS LLC | BOSTON, MA |
| — | Form ADV | DENALI ADVISORS, LLC | MANAGER | SAN DIEGO, CA |
| — | Form ADV | MERCER GLOBAL ADVISORS INC. | DIRECTOR | DENVER, CO |
| — | Form ADV | LOVELL MINNICK PARTNERS LLC | PARTNER | RADNOR, PA |
| — | Form ADV | MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT, LLC | DIRECTOR | SAN FRANCISCO, CA |
| — | Form ADV | ASSETMARK, INC. | MEMBER OF PUTNAM LOVELL EQUITY ADVISORS LLC | CONCORD, CA |
| — | Form ADV | ALPS ADVISORS, INC. | OWNER | DENVER, CO |
| — | Form ADV | CLARIVEST ASSET MANAGEMENT LLC | CO-MANAGING MEMBER | SAN DIEGO, CA |
| — | Form ADV | STONERIDGE INVESTMENT PARTNERS LLC | CO-MANAGING MEMBER | RADNOR, PA |
| — | Form ADV | BROADMARK ASSET MANAGEMENT LLC | CO-MANAGING MEMBER | DALLAS, TX |
| — | Form ADV | CIBC PRIVATE WEALTH ADVISORS, INC. | ELECTED MANAGER | CHICAGO, IL |
| — | Form ADV | PIM GESTION FRANCE, SA | MANAGER | PARIS |
| — | Form ADV | FOURPOINTS ASSET MANAGEMENT, INC. | CO-MANAGING MEMBER | NEW YORK, NY |
| — | Form ADV | SPM IV, L.L.C. | CO-MANAGING MEMBER | STAMFORD, CT |
| — | Form ADV | SPM III, L.L.C. | CO- MANAGING MEMBER | STAMFORD, CT |
| — | Form ADV | SPM JR., L.L.C. | CO-MANAGING MEMBER | STAMFORD, CT |
| — | Form ADV | STRUCTURED PORTFOLIO MANAGEMENT, L.L.C | CO-MANAGING MEMBER | STAMFORD, CT |
| — | Form ADV | SPM CREDIT, L.L.C. | CO-MANAGING MEMBER | STAMFORD, CT |
| — | Form ADV | ATLANTIC ASSET MANAGEMENT, L.L.C. | CO-MANAGING MEMBER | STAMFORD, CT |
| — | Form ADV | FOUNTAIN CAPITAL MANAGEMENT LLC | CO-MANAGING MEMBER | LEAWOOD, KS |
| — | Form ADV | SHENANDOAH ASSET MANAGEMENT, LLC | CO-MANAGING MEMBER | RICHMOND, VA |
| — | Form ADV | BERKELEY CAPITAL MANAGEMENT LLC | DIRECTOR | SAN FRANCISCO, CA |
| — | Form ADV | DUFF & PHELPS LLC | CO-MANAGING MEMBER | CHICAGO, IL |
| — | Form ADV | WESTCAP INVESTORS LLC | MANAGER | LOS ANGELES, CA |
| — | Form ADV | TIBER ASSET MANAGEMENT LLC | CO-MANAGING MEMBER | STAMFORD, CT |
| — | Form ADV | SPM PRIME, L.L.C. | CO-MANAGING MEMBER | STAMFORD, CT |
| — | Form ADV | SPM PRODUCTS, L.L.C. | CO-MANAGING MEMBER | STAMFORD, CT |
| — | Form ADV | CAPITAL INVESTMENT ADVISORS LLC | MANAGER | DENVER, CO |
| — | Form ADV | TORTOISE CREDIT STRATEGIES, LLC | DIRECTOR | LEAWOOD, KS |
| — | Form ADV | TORTOISEECOFIN INVESTMENTS PARTNERS, LLC | DIRECTOR | OVERLAND PARK, KS |