Chief Compliance Officer, Counsel · Lovell Minnick
Cody C. Isdaner
CRD 6338896 · Named on Form ADV at one SEC-registered adviser
At a glance
Lovell Minnick, an SEC-registered private fund adviser based in Radnor, PA with $5.2 billion in regulatory assets, lists Cody C. Isdaner on its Form ADV as Chief Compliance Officer, Counsel, a control person.
Firms and roles
- Lovell MinnickChief Compliance Officer, CounselPrivate fund adviser · Radnor, PA · $5.2B in regulatory assets
AtlasMembers
Cody’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Jeffrey D. LovellChairman, Lovell Minnick
- Steven C. PiersonManaging Partner, Lovell Minnick
- Scott A. ShebelskyChief Financial Officer, Lovell Minnick
- Robert M. BelkeManaging Partner, Lovell Minnick
- Timothy D. RampePartner, General Counsel, Lovell Minnick
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Cody’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.