VERA LAKE CAPITAL, LLC

RIASEC RegisteredEst. 2026
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
EDINA, Minnesota
CRD number
341142
Registered since
March 31, 2026
Fee structure
Percentage of AUM
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Vera Lake Capital, LLC is organized as a limited liability company and is registered with the SEC in 2026, indicating it is a newly established advisory firm. Ownership is held by an individual rather than a partnership or institutional owner. The firm’s stated advisory focus is portfolio management for individuals and small businesses, and it charges fees based on a percentage of assets under management. The firm is not marked as an active ESG investor, is not registered as a multi-state adviser, and does not present itself as a capital allocator, pension consultant, or related adviser to another registered entity. Classification in the available data is listed as unclassified, which is consistent with a recently formed adviser that has not yet disclosed a broader operational profile or niche beyond direct portfolio management for private clients.

Assets & Accounts

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Curtis LaChappelle

    Chief Investment OfficerCRD 6807130

Contacts

1 of 1
  • Carl Petterson

    Managing Member, Investment AdvisorCRD 8229573

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

EDINA, MN

HENNEPIN

Location

EDINA, MN

Headquartered in EDINA, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
HENNEPIN
Address
4951 77th St W
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth