# Lavelle Capital

Lavelle Capital is a Bank / Wealth / Trust based in San Francisco, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** San Francisco, United States
- **Region:** North America
- **Address:** San Francisco, CA, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** lavellecapital.com
- **LinkedIn:** https://www.linkedin.com/company/lavellecapital

## Regulatory record

- **CRD number:** 316754
- **SEC file number:** 801-122492
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-09-30
- **Reports private funds:** Yes

## About

Lavelle Capital was founded in 2021 by James Lavelle, structuring the firm as a registered investment advisor based in San Francisco. The firm provides investment management and risk management services, targeting high-net-worth families, corporations, and other organizations. Its regulatory registration requires a fiduciary duty, binding the firm to place client interests ahead of its own — a structural commitment that distinguishes it from broker-dealer models. The firm's published strategy centers on discretionary investment advisory, combining asset allocation, manager selection, and ongoing portfolio oversight. While specific asset-class weightings remain unpublished, its RIA structure typically permits latitude across public equities, fixed income, alternatives, and private funds, depending on client mandates. No named portfolio companies or specific co-investment vehicles were locatable in public records as of mid-2026. Team size, total regulatory assets under management, and additional office locations are not publicly disclosed. The firm maintains its headquarters in San Francisco. No adjacent vehicles — such as philanthropic foundations, real-asset operating companies, or club co-investment platforms — were identified in available filings or public communications. Lavelle Capital's structural differentiator lies in its founding moment. A 2021 launch placed it squarely in a period when family-office formations surged alongside demand for independent, tech-forward advisory. Operating as an RIA rather than a multi-family office or private bank, the firm's regulatory DNA makes every engagement a documented fiduciary relationship — an architecture that appeals to families seeking clarity on advisor incentives.

## People

- James Lavelle — Founder

## Questions

### Who makes investment decisions at Lavelle Capital?

Investment decision-making authority resides with James Lavelle, the firm's founder. Lavelle established the RIA in 2021. The firm has not publicly disclosed an investment committee structure or additional named portfolio managers, and its overall team size remains confidential.

## Related profiles

- [Lauterbach Financial Advisors](https://altss.com/profile/lauterbach-financial-advisors)
- [Lavinvest](https://altss.com/profile/lavinvest)

---

Updated: 2026-10-23T13:05:51Z

Canonical page: https://altss.com/profile/lavelle-capital

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology