Vera Lake Capital, LLC

Overview

Vera Lake Capital, LLC is an independent, SEC-registered registered investment adviser that positions itself as a wealth manager for individuals and families. The firm provides financial planning and portfolio management for individuals and small businesses and charges clients via a combination of percentage-of-assets and fixed fees. According to the firm’s profile, it defines itself as an active ESG investor, which suggests ESG considerations are incorporated into its manager selection and fund choices. The firm is organized as a limited liability company and is owned by a domestic entity/individual. It does not classify itself as a capital allocator, pension consultant, multi-state adviser, or related adviser; the focus is squarely on private client advisory work rather than institutional or outsourced CIO services.

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Location & Offices