Vera Lake Capital, LLC

Overview

Vera Lake Capital, LLC is an independent registered investment adviser that serves individual and family clients through financial planning and portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM and fixed fees and reports being an active ESG investor. It is organized as an LLC with ownership described as a domestic entity and an individual. Vera Lake Capital became SEC‑registered in 2026. The firm does not operate as a capital allocator, is not a pension consultant, and is not reported as a related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives