Sanjeev
Rao
Lavelle Capital
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About this Advisor
Sanjeev Rao is a financial advisor who works in San Francisco, California who has 1 year of industry experience. Rao currently works for Lavelle Capital. During their career, Rao has held roles at Goldman, Sachs & Co and Vsr Capital Management Lp. Rao holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in California and Texas. Lavelle Capital is a financial advisory business based out of San Francisco, CA. It oversees $149 million in assets under management between its 120 accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 120 customer accounts, 39% are associated with high-net-worth investors who have greater than $1 million in assets. The advisory firm has a number of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Fees charged by financial advisors vary depending on which services the firm provides the client. However, fee types charged by Lavelle Capital most likely are comprised of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lavelle Capital Brokerage Details
$148,577,634
3
120
$1,238,147
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Sanjeev Rao Work History
Sanjeev has been registered as a financial advisor for 1 years.*
Vsr Capital Management Lp
Goldman, Sachs & Co
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Sanjeev Rao to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lavelle Capital
San Francisco, CA
San Francisco, CA
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