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Building 2LAVELLE CAPITAL

Map pinSAN FRANCISCO, CA
Phone415-501-9987
NotebookSEC #801-122492
Total AUM
$410.1M
Employees
3
Clients
40

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
345 CALIFORNIA ST
EIGHTH FLOOR
SAN FRANCISCO
CA 94104
United States
Operating Hours
6:30AM-5PM
Monday - Friday
Phone
415-501-9987

ReceiptFinancials

Total AUM
$410.1M
Accounts
152
Discretionary
$410.1M
Accounts
152
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
34
AUM
$323.5M
Pooled Vehicle Clients
5
AUM
$79.1M
Charitable Organization Clients
1
AUM
$7.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
FIRM PROVIDES ADVICE TO DONOR-ADVISED FUNDS AND RETIREMENT ACCOUNTS.
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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