Lovell Minnick — Full Portfolio

oneZero provides trading infrastructure with security and privacy as core design principles, maintaining ISO 27001:2022 certification and regular independent security reviews.

Enterprise SoftwareFintechSaaSSomerville, US

BoardARAndrew RalichJJJesse Johnson

ACU-Serve provides billing process outsourcing and claims management solutions for businesses seeking to reduce operational costs and improve efficiency through dedicated teams and advanced analytics.

Enterprise SoftwareHealthtechSaaS

JKJim Knight(Partner and CEO)

SS&C ALPS Advisors is a boutique investment manager offering exchange-traded funds, mutual funds, variable insurance trusts, and closed-end funds across sustainable income, thematic, and alternative growth strategies.

EnergyFintechDenver, US

AssetMark provides portfolio management solutions and investment consulting services to independent financial advisors, offering curated investment strategies, rigorous due diligence on investment managers, and personalized practice-based advisory support.

Enterprise SoftwareFintechSaaSConcord, US

CGCharles Goldman(Manager)in

Co-investorsAQAquiline Technology GrowthGEGenstar

CenterSquare is an investment management and real estate capital markets firm that serves institutional and private investors through securities solutions, capital markets services, and private real estate investments.

FintechPropTech

ETE. Todd Briddell(Chief Executive Officer)in

Commercial Credit Group is an equipment lender providing financing for new and used equipment, working capital, and related services to contractors, machine shops, fabricators, trucking companies, and waste haulers across North America.

Construction TechEnterprise SoftwareFintechCharlotte, US

Co-investorsFAFalfurrias

BoldTrail is a technology ecosystem for real estate professionals that integrates front and back office operations to support business scaling.

Enterprise SoftwarePropTechSaaS

Co-investorsAMAmbina PartnersGEGenstar

Diversified specialty advisory firm that evolved beyond property loss services.

Co-investorsKEKelso

Pathstone provides wealth management and advisory services to clients with complex financial needs, offering integrated portfolio management, tax and estate planning, and family governance services.

Enterprise SoftwareFintech

Co-investorsKEKelso

SRS Acquiom provides shareholder representation, M&A payment administration, shareholder solicitation, and loan agency services for private-target mergers and acquisitions and loan transactions.

Enterprise SoftwareFintechLegalTechDenver, US

Mark B. Vogel(Manager and Founder)inPKPaul Koenig(Chief Executive Officer)inLLLon LeClair(President and Chief Operating Officer)BSBill Shepherd(Chief Financial Officer)inNCNicole Callahan(Chief Marketing Officer)inAWAdam Woodworth(Chief Technology Officer)in

Co-investorsNONorwest Venture PartnersRERevolution

BluePrint is an investment operations and fund administration platform that consolidates fragmented data into a single interface for reporting, analytics, and workflow management.

Enterprise SoftwareFintechSaaSWest Chester, US

MICHELLE GIARDINO(Executive Officer)KEITH BRADLEY(Executive Officer)PATRICK W. MURRAY(Executive Officer, Director)CHRISTOPHER SALLEMI(Executive Officer)

Xactus is a fintech company that provides intelligent verification technology for the mortgage industry, serving mortgage lenders and servicers.

FintechInsurTechPropTechSaaSPhiladelphia, US

MCMichael Crockett(Chief Operating Officer)inTLThomas Lloyd(Chief Strategy Officer)inPSPerry Steiner(Chairman and CEO)inSLShelley Leonard(President and Board Member)in