SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Lavelle Capital
San Francisco, CA
Lavelle Capital LP, CRD 316754
Firm filing updated March 31, 2026 ·
- $410.1MAssets
- 3Advisory staff
- 152Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Performance-based feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- High net worth individuals34
- Pooled vehicles5
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 34 | $323.5 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 5 | $79.1 million |
| Charitable organizations | Fewer than 5 clients | $7.5 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisors (including private fund managers)
See all 4 services
- Other: "FIRM PROVIDES ADVICE TO DONOR-ADVISED FUNDS AND RETIREMENT ACCOUNTS."
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisors (including private fund managers)
- Other: "FIRM PROVIDES ADVICE TO DONOR-ADVISED FUNDS AND RETIREMENT ACCOUNTS."
Assets and accounts
- Regulatory assets$410.1 million
- Accounts152
- DiscretionaryAll accounts
People
- Employees3
- Advisory staff3
- Broker-dealer reps0
- Licensed insurance agents0
Advisors
1 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Lavelle Capital LP SEC-registered investment advisor. CRD 316754, SEC file 801-122492.
- Registered with the SEC as an investment advisor (status date on record: October 13, 2021).
Is Lavelle Capital a fiduciary?
Short answer: Lavelle Capital is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.