V
$180.4M Total AUM
$180.4M Disc. AUM
-- 3Y CAGR
3 Employees
10 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-31-2026
- Office Locations
- 1
Office Locations
4951 W. 77th St. Ste. 51 Edina MN
About Vera Lake Capital, LLC
Vera Lake Capital, LLC is a Edina-based RIA. The firm has been operating for 0 years. Managing $180.4M in total assets under management, with 2 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
-- AVG AGE
$90.2M AVG AUM / ADVISOR
$18.0M AVG AUM / CLIENT
0.3 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
C
Curtis Judd LaChappelle
Chief Investment Officer
- CRD
- #6807130
- Ownership
- Less than 5%
Available
Available
Available
C
Carl Petterson
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #8229573
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $180,355,372 | $7,214,215 |
| Non-Discretionary | $0 | -- |
| Total | $180,355,372 | $7,214,215 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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