A complete list of active advisors currently associated with Lavelle Capital

Warmer can help you find a great advisor at Lavelle Capital or one who fits your needs even better.

Lavelle Capital LP provides discretionary investment management to high‑net‑worth families, corporations, trusts, estates and charitable organizations and reports managing about $410 million in client assets. In addition to separately managed accounts, the firm may form and manage private pooled vehicles (SPVs) that make direct investments in private companies and private investment funds. Lavelle typically tailors portfolios to clients’ financial situations and objectives and may engage or recommend Independent Managers for portions of client accounts while retaining supervisory authority. The firm also offers ancillary services such as family governance and estate pre‑administration, and states that SPVs generally target long‑term capital appreciation and may employ leverage, hedging or derivatives as part of their strategies. Notable distinctions include Lavelle’s role as sponsor and manager of SPVs that can charge separate management and performance‑based (carried interest) compensation, and a formal Limited Offering Allocation Policy that governs how limited private investment opportunities are allocated among clients, SPVs and affiliates. The firm is affiliated with Lavelle First LLC, which provides fund operations and administrative support for its private vehicles, and the brochure discloses related conflicts of interest and the firm’s mitigation measures (including allocation procedures and Rule 205‑3 limitations on performance fees).

To learn more about the advisors currently working at Lavelle Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.