Brian Allen Panter

Employer firm

Lavelle Capital CRD 316754

$410M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Selection of other advisers
• FIRM PROVIDES ADVICE TO DONOR-ADVISED FUNDS AND RETIREMENT ACCOUNTS.

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2015 → 04/2022
  Goldman Sachs & Co. Llc
  San Francisco, CA
• 05/2023 → 03/2025
  Vsr Capital Management Lp D/B/A Lavelle Capital
  San Francisco, CA
• 05/2022 → 05/2023
  Unemployed
  San Francisco, CA
• 03/2025 → Present
  Lavelle Capital
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2015-09-28

Other Names

• Brian Allen Panter
• Brian Panter