SAN FRANCISCO, CACRD 316754Latest ADV March 31, 2026
Lavelle Capital is an SEC registered investment adviser organized as a limited partnership with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated March 31, 2026, reports $410M in regulatory assets under management, 3 employees, and 152 accounts.
Assets Under Management
$410M
Employees
3
Offices
--
Total Clients
40
Primary office
SAN FRANCISCO, CA
345 CALIFORNIA ST, EIGHTH FLOOR, SAN FRANCISCO, CA, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 85.0% of total clients.
Top client categories% of clientsClients
1
HNWI
85.0%
34
2
Pooled Investment Vehicles
12.5%
5
3
Charitable
2.5%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$410Mas of March 31, 2026
Discretionary100.0%
$410M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$410M
Total Accounts152
10Y AUM Change+$410M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee13:1
10Y Employee Change+2 (+200.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.