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RIA / WealthAdvisor20 years in industry

SANJEEV RAO

Advisor at LAVELLE CAPITAL

SAN FRANCISCO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4c2099cd-74e3-9269-de65-5ac0a875e329

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 2
Observed: Jul 1, 2006 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Sanjeev Rao

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Venture Capitalidentity

Sanjeev Rao

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: LAVELLE CAPITAL
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 1, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Oct 27, 2006
Dual registered: no
Other names: SANJEEV RAO
IAPD individual key: 5182959

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LAVELLE CAPITAL	Independent wealth	Oct 24, 2024	n/a	yes	SAN FRANCISCO, CA	Current employment

Relationships

Registered with (1)

→ LAVELLE CAPITALRegistered adviserregistration: current employment
Oct 24, 2024 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4c2099cd-74e3-9269-de65-5ac0a875e329
First observed: Jul 1, 2006
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SANJEEV RAO

Advisor at LAVELLE CAPITAL

SAN FRANCISCO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4c2099cd-74e3-9269-de65-5ac0a875e329

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:17 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

LAVELLE CAPITAL

Independent wealth

Oct 24, 2024

n/a

yes

SAN FRANCISCO, CA

Current employment