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Sanjeev Rao

Lavelle Capital

San Francisco, CA

CRD 5182959

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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:

Current Employers
Lavelle Capital

345 California St Eighth Floor, San Francisco, CA 94104 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-05-11
TX RA APPROVED 2024-10-24
  • CA RA
    APPROVED
    Since 2026-05-11
  • TX RA
    APPROVED
    Since 2024-10-24

Branch Locations

345 California St Eighth Floor, San Francisco, CA 94104 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Goldman Sachs & Co., Llc San Francisco CA 07/2006 08/2021
Vsr Capital Management Lp D/B/A Lavelle Capital San Francisco CA 08/2021 03/2025
Lavelle Capital San Francisco CA 03/2025 Present
  • 07/2006 → 08/2021
    Goldman Sachs & Co., Llc
    San Francisco, CA
  • 08/2021 → 03/2025
    Vsr Capital Management Lp D/B/A Lavelle Capital
    San Francisco, CA
  • 03/2025 → Present
    Lavelle Capital
    San Francisco, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-10-27
  • S66 Uniform Combined State Law Examination
    2006-10-27
Other Names
  • Sanjeev Rao

View on SEC IAPD

Nearby Firms

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DIVISAR CAPITAL MANAGEMENT, LLC
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Nearby Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA

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