Lavelle Capital offers investment management services, typically on a discretionary basis. They may also form and manage private investment funds (SPVs) that invest in private companies. Lavelle tailors its services to each client's financial situation and investment objectives, contacting them annually to discuss any changes. Lavelle may also provide additional services such as facilitating family governance and overseeing client entities.
Assets Under Management$310M
Clients17
Advisors4
Avg. per Client$18M
Avg. per Advisor$76M
Fee Structure
Minimum Investment:$20M
Investment management only (planning not offered)
Minimum Annual Fee:$50,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are negotiable on a client-by-client basis and are determined based on a number of factors including but not limited to the amount and type of work involved, the size of the relative portfolios and the amount of Lavelle's resources dedicated to providing the services.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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