VERA LAKE CAPITAL, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Curtis LaChappelle
Chief Investment OfficerCRD 6807130
Contacts
1 of 1Carl Petterson
Managing Member, Investment AdvisorCRD 8229573
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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