L
$410.1M Total AUM
$410.1M Disc. AUM
22.6% 3Y CAGR
3 Employees
40 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-13-2021
- Office Locations
- 1
Office Locations
345 California ST STE 600 SAN Francisco CA
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.
Team overview
-- AVG AGE
$136.7M AVG AUM / ADVISOR
$10.3M AVG AUM / CLIENT
2.8 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Available
CRM
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
S
SANJEEV RAO
Chief Compliance Officer, Managing Partner
- CRD
- #5182959
- Ownership
- 75% or more
Available
Available
Available
BRIAN ALLEN PANTER
Vice President
- CRD
- #6082694
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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W
WYATT THOMAS MCGOVERN
--
- CRD
- #8146377
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $410,087,852 | $2,697,946 |
| Non-Discretionary | $0 | -- |
| Total | $410,087,852 | $2,697,946 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available Other:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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