Manager · Lovell Minnick
William B. Armstrong
CRD 5395988 · 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 William B. Armstrong on its Form ADV as Manager, a control person.
Firms and roles
- Lovell MinnickManagerPrivate fund adviser · Radnor, PA · $5.2B in regulatory assets
AtlasMembers
William’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
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- Each firm’s assets and growth
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Colleagues named on the same filings (6)
- 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
1 more person named with William on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For William’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.