# LOVELL JEFFREY DALE

LOVELL JEFFREY DALE appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 32 filing roles across Form ADV (32).

## Filings (32)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [TORTOISE CAPITAL ADVISORS, L.L.C.](https://search.stillhousedata.com/firm/123711) | DIRECTOR | OVERLAND PARK, KS |
| — | Form ADV | [TORTOISE INDEX SOLUTIONS, LLC](https://search.stillhousedata.com/firm/213515) | DIRECTOR | OVERLAND PARK, KS |
| — | Form ADV | [ARROWSTREET CAPITAL, LIMITED PARTNERSHIP](https://search.stillhousedata.com/firm/111298) | CO MANAGING MEMBER OF LOVELL MINNICK HOLDINGS LLC | BOSTON, MA |
| — | Form ADV | [DENALI ADVISORS, LLC](https://search.stillhousedata.com/firm/110242) | MANAGER | SAN DIEGO, CA |
| — | Form ADV | [MERCER GLOBAL ADVISORS INC.](https://search.stillhousedata.com/firm/147363) | DIRECTOR | DENVER, CO |
| — | Form ADV | [LOVELL MINNICK PARTNERS LLC](https://search.stillhousedata.com/firm/156494) | PARTNER | RADNOR, PA |
| — | Form ADV | [MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/106054) | DIRECTOR | SAN FRANCISCO, CA |
| — | Form ADV | [ASSETMARK, INC.](https://search.stillhousedata.com/firm/109018) | MEMBER OF PUTNAM LOVELL EQUITY ADVISORS LLC | CONCORD, CA |
| — | Form ADV | [ALPS ADVISORS, INC.](https://search.stillhousedata.com/firm/134340) | OWNER | DENVER, CO |
| — | Form ADV | [CLARIVEST ASSET MANAGEMENT LLC](https://search.stillhousedata.com/firm/139785) | CO-MANAGING MEMBER | SAN DIEGO, CA |
| — | Form ADV | [STONERIDGE INVESTMENT PARTNERS LLC](https://search.stillhousedata.com/firm/109261) | CO-MANAGING MEMBER | RADNOR, PA |
| — | Form ADV | [BROADMARK ASSET MANAGEMENT LLC](https://search.stillhousedata.com/firm/109422) | CO-MANAGING MEMBER | DALLAS, TX |
| — | Form ADV | [CIBC PRIVATE WEALTH ADVISORS, INC.](https://search.stillhousedata.com/firm/109644) | ELECTED MANAGER | CHICAGO, IL |
| — | Form ADV | [PIM GESTION FRANCE, SA](https://search.stillhousedata.com/firm/110570) | MANAGER | PARIS |
| — | Form ADV | [FOURPOINTS ASSET MANAGEMENT, INC.](https://search.stillhousedata.com/firm/110150) | CO-MANAGING MEMBER | NEW YORK, NY |
| — | Form ADV | [SPM IV, L.L.C.](https://search.stillhousedata.com/firm/135973) | CO-MANAGING MEMBER | STAMFORD, CT |
| — | Form ADV | [SPM III, L.L.C.](https://search.stillhousedata.com/firm/130549) | CO- MANAGING MEMBER | STAMFORD, CT |
| — | Form ADV | [SPM JR., L.L.C.](https://search.stillhousedata.com/firm/125853) | CO-MANAGING MEMBER | STAMFORD, CT |
| — | Form ADV | [STRUCTURED PORTFOLIO MANAGEMENT, L.L.C](https://search.stillhousedata.com/firm/108756) | CO-MANAGING MEMBER | STAMFORD, CT |
| — | Form ADV | [SPM CREDIT, L.L.C.](https://search.stillhousedata.com/firm/145479) | CO-MANAGING MEMBER | STAMFORD, CT |
| — | Form ADV | [ATLANTIC ASSET MANAGEMENT, L.L.C.](https://search.stillhousedata.com/firm/111037) | CO-MANAGING MEMBER | STAMFORD, CT |
| — | Form ADV | [FOUNTAIN CAPITAL MANAGEMENT LLC](https://search.stillhousedata.com/firm/109424) | CO-MANAGING MEMBER | LEAWOOD, KS |
| — | Form ADV | [SHENANDOAH ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/110362) | CO-MANAGING MEMBER | RICHMOND, VA |
| — | Form ADV | [BERKELEY CAPITAL MANAGEMENT LLC](https://search.stillhousedata.com/firm/127067) | DIRECTOR | SAN FRANCISCO, CA |
| — | Form ADV | [DUFF & PHELPS LLC](https://search.stillhousedata.com/firm/110745) | CO-MANAGING MEMBER | CHICAGO, IL |
| — | Form ADV | [WESTCAP INVESTORS LLC](https://search.stillhousedata.com/firm/106727) | MANAGER | LOS ANGELES, CA |
| — | Form ADV | [TIBER ASSET MANAGEMENT LLC](https://search.stillhousedata.com/firm/125495) | CO-MANAGING MEMBER | STAMFORD, CT |
| — | Form ADV | [SPM PRIME, L.L.C.](https://search.stillhousedata.com/firm/140301) | CO-MANAGING MEMBER | STAMFORD, CT |
| — | Form ADV | [SPM PRODUCTS, L.L.C.](https://search.stillhousedata.com/firm/141581) | CO-MANAGING MEMBER | STAMFORD, CT |
| — | Form ADV | [CAPITAL INVESTMENT ADVISORS LLC](https://search.stillhousedata.com/firm/119164) | MANAGER | DENVER, CO |
| — | Form ADV | [TORTOISE CREDIT STRATEGIES, LLC](https://search.stillhousedata.com/firm/277046) | DIRECTOR | LEAWOOD, KS |
| — | Form ADV | [TORTOISEECOFIN INVESTMENTS PARTNERS, LLC](https://search.stillhousedata.com/firm/285213) | DIRECTOR | OVERLAND PARK, KS |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.