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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-13-2021
- Office Locations
- 1
Office Locations
About Lavelle Capital
Lavelle Capital is a San Francisco-based independent RIA focused on private markets, sourcing and managing investments across multiple sectors. The firm delivers tailored solutions for families, institutions, and other sophisticated investors, emphasizing a transparent, client-first approach and performance-driven culture. Client assets are custodied with providers including Charles Schwab and Fidelity/NFS.
Reported data analysis
What the numbers show
Between March 31, 2025 and September 30, 2026, reported AUM increased 66.4%, from $305.5M to $508.2M.
Across 5 reported observations, AUM increased 148.5% between October 27, 2022 and September 30, 2026, from $204.5M to $508.2M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 93 clients, or 46.5 clients per representative. That equates to $5.5M in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on September 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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AdvizorPro subscribers can review Lavelle Capital's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Accredited Investors
- Asset Classes
- CRM
- Investment Themes
- Investment Vehicles
- Services
- Technology
Unlock the underlying categories and values
The full Lavelle Capital record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
SANJEEV RAO
Chief Compliance Officer, Managing Partner
- CRD
- #5182959
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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WYATT THOMAS MCGOVERN
--
- CRD
- #8146377
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $508,200,682 | $3,278,714 |
| Non-Discretionary | $0 | -- |
| Total | $508,200,682 | $3,278,714 |
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Separately Managed Accounts
SMA allocation detail is available
Lavelle Capital has reported separately managed account data across 9 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.