SourcingSourcing

VERA LAKE CAPITAL, LLC

C34
CRD 341142·SEC 801-135693·EDINA, MN
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
VERA LAKE CAPITAL, LLC
CRD
341142
SEC file #
801-135693
EIN
—
DBA names
—

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
—

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
—
Primary office
EDINA MN
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
04/14/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Petterson, Carl
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
Petterson, Carl
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3165
Soi Zip Pct 200k Plus
0.1367
Soi Zip Returns 200k Plus
1,080
Soi Zip Total AGI
922,450
Fdic Zip Total Deposits
69,128,380,000
Fdic Zip Branch Count
538
Fdic Zip Top Banks
U.S. Bank National Association
Tradition Capital Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
Richfield Bank & Trust Co.Edina, MN
National City Bank of MinneapolisEdina, MN
Fdic Zip HHI
815.03
Fdic Zip Top Bank Share Pct
20.28
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI18,647
Returns1,630
Stub 2
AGI57,520
Returns1,530
Stub 3
AGI82,802
Returns1,330
Soi Zip Total Business Income
24,584
Soi Zip Total Cap Gains
41,135
Soi Zip Total Dividends
43,662
Soi Zip Total Returns
7,900
Top Owner CRD
8229573
Trust Company Affiliate
No

People (2)

2
Petterson, Carl
IAR · Direct Owner · 87.5%
8229573
Curtis Judd LaChappelle
IAR
6807130