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LAVELLE CAPITAL
Legal name: LAVELLE CAPITAL LP
CRD 316754File 801-122492
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$410.1M
Below cohort median (national)
Discretionary AUM
$410.1M
Clients
40
152 accounts
Employees
3
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Oct 13, 2021
- Principal office
- 345 CALIFORNIA ST, EIGHTH FLOOR, SAN FRANCISCO, CA, 94104
- Phone
- 415-501-9987
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $410.1M
- Discretionary AUM
- $410.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 152
- Non-discretionary accounts
- 0
- Total accounts
- 152
- AUM per client
- $10.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $7.5M |
| High net worth individuals | 34 | $323.5M |
| Pooled investment vehicles | 5 | $79.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.