LAVELLE CAPITAL

Overview

Lavelle Capital is organized as a limited partnership and operates as a venture capital–style manager that serves both high-net-worth individuals and institutional clients. The firm combines separately managed accounts with pooled investment vehicles, and its advisory mandate includes portfolio management for individuals and small businesses, management of pooled vehicles and selection of other advisers. Fee arrangements include a mix of percentage-of-AUM, fixed fees and performance-based fees, which aligns with active portfolio management and private fund structures. Lavelle Capital is not an active ESG investor and does not present as a multi-state adviser in its filings. Strategically, the firm shows a clear preference for equity exposure delivered primarily through exchange-traded instruments, while retaining a meaningful allocation to private funds (including private equity and venture capital). The firm also acts as an accountant, sponsor and general partner for some pooled vehicles, indicating hands-on involvement in fund governance and administration.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices