Lavelle Capital

Lavelle serves entrepreneurial families and their related entities, providing discretionary investment management for public market portfolios and facilitating access to private investments. The firm’s services include sourcing and evaluating private opportunities, structuring and managing special purpose vehicles (SPVs) and private investment vehicles, oversight of third‑party managers, and coordination with clients’ legal and tax advisors.

The firm’s investment approach combines public‑market allocations with selectively sourced private investments, emphasizing long‑term capital appreciation, diversification, and disciplined risk management. Lavelle typically manages accounts on a discretionary basis, applies allocation policies when opportunities are capacity‑constrained, and may recommend or allocate to independent managers or pooled vehicles to tailor client exposure.

Lavelle is notable among peer team firms for sponsoring and managing private funds and SPVs and for receiving performance‑based compensation (including carried interest) for those vehicles, with written policies to address side‑by‑side allocation conflicts. The firm also operates affiliated entities that provide fund accounting/administrative support and short‑term bridge financing to its vehicles—arrangements the brochure discloses as potential conflicts and which are managed through disclosure and governance procedures.