Lavelle Capital

Lavelle Capital LP, a registered investment adviser, was established on August 25, 2021, with Sanjeev Rao as the Managing Partner. The firm manages $305,488,246 in client assets on a discretionary basis as of December 31, 2024. Lavelle offers investment management services tailored to each client's financial situation and objectives. The firm may also manage private investment funds in the future. Clients are generally charged a fixed fee or a percentage of assets managed, typically 0.5%, with a minimum of $50,000. Lavelle may engage third-party investment managers for client accounts, incurring additional fees. The firm acts as a fiduciary for retirement accounts, ensuring advice is in the client's best interest. Lavelle may recommend rollovers, benefiting from increased assets under management. SPV investors may have limited withdrawal options, and fees are charged separately. Lavelle discloses potential risks associated with investments, including market volatility and loss of capital. The firm's Code of Ethics ensures compliance with fiduciary obligations and securities laws. Lavelle reviews accounts continuously, provides performance updates, and votes proxies in clients' best interests. The firm maintains client privacy and assists in class action lawsuits related to client investments.