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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: San Francisco, CA HQ: San Francisco, CA

Lavelle Capital

$0.5B Total AUM · Institutional LP profile covering 13 historical fund disclosure records ($53.0M parsed USD across disclosed rows) across disclosed strategy exposure in Venture Capital, Real Estate, Buyout, Multi-Strategy, Private Equity (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
13
5 Open Source Trails Below
Sum of Disclosed Rows
$53.0M
Total AUM: $0.5B
Median Disclosed Amount
$3.9M
Range: $2.0M – $7.5M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/13)
2 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Lavelle Capital

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 13 total tracked records (+8 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Covenant Apartment X Instl LPAdviser 7.B Vehicle Real Estate 2025
$3.2M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Permira European Fund IIIAdviser 7.B Vehicle Buyout 2025
$4.5M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Woodline Spire Fund LPAdviser 7.B Vehicle Multi-Strategy 2025
$3.5M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Forerunner Partners III LPAdviser 7.B Vehicle Venture Capital 2024
$2.0M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Brasa RE Fund IIIAdviser 7.B Vehicle Real Estate 2024
$4.7M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Lavelle Capital

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Lavelle Capital (Family Office / MFO, $0.5B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 18.0% vs. 16.2% Actual; $9.1M Unallocated Target Bandwidth). SEC Form ADV (801-122492, CRD #316754) verified $0.51B discretionary AUM (Item 5.G.(12) External Private Manager Selection + Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($2M-$10M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-01-01

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (2) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Lavelle Capital

399 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Lavelle Capital (13 shared vehicles tracked; showing top 3 bilateral overlaps).

Explore Paths in Interactive Demo
1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 3 Shared Vehicles

Pennsylvania SERS

Public Pension Plan Pennsylvania
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Permira European Fund III (2025 Vintage)
Lavelle Capital: $4.5M · SEC Form ADV 7.B
Pennsylvania SERS: $127.1M · CAFR / Board Packet (june-30-2025%20acfr, p.3)

Additional shared vehicles: Warburg Pincus Capital Solutions II (2023 Vintage) · Blackstone Strategic Partners IX (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 2 Shared Vehicles

University of Texas (UTIMCO)

University Endowment Texas
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Covenant Apartment X Instl LP (2024 Vintage)
Lavelle Capital: $3.2M · SEC Form ADV 7.B
University of Texas (UTIMCO): $51.1M (Holding / Fair Value) · IRS Form 990 Sched D (UTIMCO 2025 PUF Audited Detail Schedules, p.57)

Additional shared vehicles: Forerunner Partners Iii Lp (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 2 Shared Vehicles

APG Asset Management (ABP Netherlands)

Public Pension Plan Amsterdam, Netherlands
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Brasa RE Fund III (2024 Vintage)
Lavelle Capital: $4.7M · SEC Form ADV 7.B
APG Asset Management (ABP Netherlands): $250.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Bridgewater Pure Alpha Fund I (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+396 Additional Institutional LPs Report Shared Vehicles with Lavelle Capital

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Lavelle Capital

You are viewing 5 open public preview records (out of 13 total tracked records for Lavelle Capital) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 13 tracked historical disclosure records (+8 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (399 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (4) & CRM export

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Strategies Disclosed by Lavelle Capital

Venture Capital LPs →Real Estate LPs →Buyout LPs →Multi-Strategy LPs →Private Equity LPs →

Frequently Asked Questions: Lavelle Capital

What type of institutional allocator is Lavelle Capital and what is their typical disclosed ticket size?

Lavelle Capital is categorized under Family Office / MFO (Regional Roadshow Hub: San Francisco, CA; Headquarters: San Francisco, CA). Across 13 historical disclosure records tracked on Prilago ($53.0M total parsed USD across disclosed rows), the median disclosed amount is $3.9M (range: $2.0M to $7.5M).

Which private-market strategies appear in Lavelle Capital's public disclosures?

Lavelle Capital has disclosed records across Venture Capital, Real Estate, Buyout, Multi-Strategy, Private Equity. Open preview records include Covenant Apartment X Instl LP (2025 Vintage), Permira European Fund III (2025 Vintage), Woodline Spire Fund LP (2025 Vintage), Forerunner Partners III LP (2024 Vintage).

How are Lavelle Capital's historical records substantiated and separated from active searches on Prilago?

Records for Lavelle Capital cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Lavelle Capital's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/lavelle-capital or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Lavelle Capital?

In Prilago's bilateral commitment graph, Lavelle Capital shares resolved underlying fund vehicles with 399 institutional LPs across 13 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Pennsylvania SERS (3 shared vehicles, e.g. Permira European Fund III (2025 Vintage)), University of Texas (UTIMCO) (2 shared vehicles, e.g. Covenant Apartment X Instl LP (2024 Vintage)), APG Asset Management (ABP Netherlands) (2 shared vehicles, e.g. Brasa RE Fund III (2024 Vintage)).

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