V
Vera Lake Capital, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 2 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Vera Lake Capital, LLC provides discretionary and non‑discretionary asset management and portfolio management services to individuals, high‑net‑worth individuals, trusts and business entities, delivering investment selection, asset allocation and ongoing monitoring. The firm charges percentage‑of‑AUM advisory fees (up to 1.00% annually) billed quarterly and states that cash is included as an asset class for fee calculations.
The brochure describes investment methods including technical analysis, charting and Modern Portfolio Theory and lists strategies that range from long‑ and short‑term purchases to option writing and the use of margin. Clients may impose written restrictions and elect discretionary or non‑discretionary authority, and accounts are subject to at least quarterly reviews with custodial statements sent directly to clients.
The firm is newly formed and reported no assets or clients as of the brochure’s calculation date, and the brochure indicates it advertises performance results — a practice that is uncommon among independent advisers of this type. The brochure also discloses limited outside business activity (rental properties consuming about 5% of the owner’s time), receipt of certain custodian‑related benefits, and an explicit policy that the firm will not vote client proxies, which together differentiate its operational profile from many small independent peers.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
Up to 1.00% annually
Main office location
Vera Lake Capital, LLC
4951 W. 77 Th St. Ste. 51
Edina MN 55435, United States
Number of offices
1
Most active in
Vera Lake Capital, LLC has reported serving >5 clients in these states in the last 12 months.
Minnesota
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")