Lm Tortoise Investment Holdings IV Co-Investment LLC
Private Equity FundFund ID 805-7799181235Delaware, United States
Gross assets
$11.5M
Min. investment
—
Beneficial owners
14
Size rank
Top 76%
Audited
Yes
Structure
Standalone
About this fund
Lm Tortoise Investment Holdings IV Co-Investment LLC is a private equity fund managed by Lovell Minnick Partners LLC. The fund reports $11.5 million in gross assets, placing it among the top 76% of private funds by size. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.
Fund details
| Fund ID | 805-7799181235 |
| Fund type | Private Equity Fund |
| 3(c)(1) exclusion | Yes |
| 3(c)(7) exclusion | Yes |
| Master fund | No |
| Feeder fund | No |
| Fund of funds | No |
| Relies on exemption from registration | No |
| Annual audit | Yes |
| Prepared per GAAP | Yes |
| Sub-advised | No |
| Sales limited to qualified investors | Yes |
| % of assets independently valued | 0% |
Other funds from this manager
| Fund | Type | Gross assets |
|---|---|---|
| Lovell Minnick Equity Partners V LP | Private Equity | $912.4M |
| Lovell Minnick Equity Partners VI LP | Private Equity | $824.6M |
| Lovell Minnick Equity Partners V-A LP | Private Equity | $669.4M |
| Lm Srs Holdings LP | Private Equity | $462.1M |
| Lovell Minnick Equity Partners IV LP | Private Equity | $432.4M |
| Lm West Holdings LLC | Private Equity | $427.1M |
See all 37 funds from this manager — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How large is Lm Tortoise Investment Holdings IV Co-Investment LLC?
Lm Tortoise Investment Holdings IV Co-Investment LLC reports $11.5 million in gross assets, among the top 76% of private funds by size.
Who manages Lm Tortoise Investment Holdings IV Co-Investment LLC?
Lm Tortoise Investment Holdings IV Co-Investment LLC is managed by Lovell Minnick Partners LLC.
Does Lm Tortoise Investment Holdings IV Co-Investment LLC disclose returns?
No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.
Manager
Radnor, PA
Service providers
Prime broker
None reported
Administrator
Auditor
Reported gross assets
$11.5M▼ 1%
Mar '25Form ADV, monthlySep '26
How this fund compares
Gross assetsTop 76%
Larger than 24% of 67,635 private funds
Gross assets vs Private Equity FundsTop 75%
Larger than 25% of 31,391 private equity funds
Investor base
Adviser & related persons51%
Funds of funds18%
Non-U.S. persons%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.