SEC Form ADV

LAVELLE CAPITAL

Registered Investment AdviserCA
$508.2M
Assets Under Management
3
Employees
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Registration Details

Accession
crd-316754
Location
SAN FRANCISCO, CA
Filing Date
September 30, 2026
AUM
$508.2M
Institutional Clients
19
Employees
3
Amendment
No

Client Types

HNW IndividualsPooled Investment VehiclesCharitable Organizations

Private Funds

5 private funds reported on Form ADV Schedule D 7.B.1, $79.8M in combined gross assets.

  • LAVELLE OPPORTUNITY FUND VI LPVenture Capital Fund$31.7M
  • LAVELLE CAPITAL OPPORTUNITY LPOther Private FundMaster Fund$28.8M
  • LAVELLE ACTIVE EQUITIESOther Private Fund$12.4M
  • LAVELLE OPPORTUNITY FUND V LPOther Private Fund$3.8M
  • LAVELLE OPPORTUNITY FUND III LPVenture Capital Fund$3.1M

About this Adviser

LAVELLE CAPITAL is a registered investment adviser headquartered in SAN FRANCISCO, CA, managing approximately $508.2M in assets. This data is sourced from the SEC's EDGAR database via Form ADV.