Lavelle Capital

RIASEC Registered

Total AUM

$508M

Discretionary

$508M

100% of AUM

Avg account

$3.3M

Accounts

155

Employees

Advisory reps

Firm details

Headquarters: San Francisco, California
CRD number: 316754
Registered since: October 13, 2021
Custodians: CHARLES SCHWAB & CO., INC., GOLDMAN SACHS & CO. LLC
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI73.59%
Pooled Investment Vehicles24.76%
Charitable Organizations1.65%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Lavelle Capital is organized as a limited partnership and is classified in filings as a venture capital fund. The firm is registered with the SEC (registered in 2021) and serves both individual/family and institutional clients. Its advisory scope includes portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. Lavelle Capital also acts as sponsor, general partner, and managing member of pooled investment vehicles and is identified as an "other financial product salesperson" in its business activities. The firm charges a mix of percentage-of-AUM, fixed, and performance-based fees. According to filings, Lavelle Capital does not identify as an active ESG investor.