LAVELLE CAPITAL

LAVELLE CAPITAL LP

CRD 316754 · SEC 801-122492

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345 CALIFORNIA ST, EIGHTH FLOOR, SAN FRANCISCO, CA, 94104, United States

Phone

415-501-9987

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$410.1M

Discretionary AUM

$410.1M

Team

3 total employees; 3 advisory reps

Clients

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Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Limited Partnership

Filing date

2026-03-31

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisersFIRM PROVIDES ADVICE TO DONOR-ADVISED FUNDS AND RETIREMENT ACCOUNTS.

Client types

Type	Clients	AUM
High net worth individuals	34	$323.5M
Pooled investment vehicles	5	$79.1M
Charitable organizations	1	$7.5M

States served

CA, TX

All web addresses on file

https://www.linkedin.com/company/lavellecapital/
https://www.lavellecapital.com/

Official SEC filing: View on IAPD