Lavelle Capital

CRD 316754 · San Francisco, CA · $410.1M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 316754
SEC number: 801-122492
Firm type: RIA
Assets under management: $410.1M as of Mar 31, 2026
Website: www.linkedin.com/company/lavellecapital ↗
Phone: 415-501-9987
Address: 345 California St, San Francisco, CA, 94104

Advisors at this firm

3 in our index · page 1 of 1

Wyatt Thomas McgovernCRD 8146377 · San Francisco, CA

IA Registered
Brian Allen PanterCRD 6082694 · San Francisco, CA

IA RegisteredRegistration inactive
Sanjeev RaoCRD 5182959 · San Francisco, CA

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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