Lavelle Capital Lp
- Regulatory AUM
- $410M
- Discretionary
- $410M
- Clients
- 40
- Avg AUM / client
- $10.3M
- Accounts
- 152
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 34 | $324M | 78.9% |
| Pooled investment vehicles (non-investment companies) | 5 | $79.1M | 19.3% |
| Charitable organizations | 1 | $7.5M | 1.83% |
Private funds (5)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $54.9M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Lavelle Opportunity Fund Vi Lp | Private Equity Fund | Delaware | $35.2M | 32 |
| Lavelle Capital Opportunity Lp master | Other Private Fund | Delaware | $10.7M | 42 |
| Vsr 2021 Spv I Lp | Other Private Fund | Delaware | $4.2M | 9 |
| Lavelle Opportunity Fund Iii Lp | Venture Capital Fund | Delaware | $3.0M | 18 |
| Lavelle Opportunity Fund V Lp | Other Private Fund | Delaware | $1.8M | 8 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Sanjeev Rao | Managing Partner; Chief Compliance Officer | Aug 2021 (5y) | 75% or more | |
| Wyatt Thomas Mcgovern | Registered representative | Aug 2025 (1y) | ||
| Brian Allen Panter | Registered representative | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Vsr Capital Llc | General Partner | Aug 2021 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (5, $54.9M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Lavelle Opportunity Fund Vi Lp | Private Equity Fund | $35.2M | $50.0K | 32 |
| Lavelle Capital Opportunity Lp | Other Private Fund | $10.7M | $500K | 42 |
| Vsr 2021 Spv I Lp | Other Private Fund | $4.2M | $500K | 9 |
| Lavelle Opportunity Fund Iii Lp | Venture Capital Fund | $3.0M | $50.0K | 18 |
| Lavelle Opportunity Fund V Lp | Other Private Fund | $1.8M | $50.0K | 8 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 2.08 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $50.7M (12% of AUM) Mar 2026
- Goldman Sachs $9.3M (2% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗