Lavelle Capital
Lavelle Capital is an SEC-registered wealth manager in San Francisco, CA with $410.1M assets under management (AUM, regulatory AUM), +34% over one year. See who owns Lavelle Capital: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 316754, SEC 801-122492, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $410.1M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- San Francisco, CA
- Employees
- 3
- Clients
- 40
- CRD
- 316754
- Ownership
- RAO, SANJEEV; VSR CAPITAL LLC; PANTER, BRIAN, ALLEN
How much AUM does Lavelle Capital have?
Lavelle Capital reported $410.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Lavelle Capital?
Disclosed owners and executives of Lavelle Capital include RAO, SANJEEV, VSR CAPITAL LLC, PANTER, BRIAN, ALLEN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.