LACERTE CAPITAL ADVISERS, LLC
CRD #144945 SEC #801-70634 DALLAS, TX 214-922-9211
SEC Registered
Total AUM
$5M
Discretionary
$5M
Employees
3
Clients
--
Accounts
2
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2013 | $5M | $5M | $0 | 3 | 1 |
| Mar 2012 | $7M | $7M | $0 | 1 | 1 |
| Jul 2011 | $10.8M | $10.8M | $0 | 5 | -- |
| May 2011 | $10.8M | $10.8M | $0 | 5 | -- |
| Mar 2010 | $18.6M | $18.6M | $0 | 5 | -- |
| Feb 2008 | $6.3M | $6.3M | $0 | 5 | -- |
| Jan 2008 | $6.2M | $6.2M | $0 | 5 | -- |
| Sep 2007 | $2M | $2M | $0 | 5 | -- |
DateJan 2013
Total AUM$5M
Discretionary$5M
Non-Disc.$0
Employees3
Clients1
DateMar 2012
Total AUM$7M
Discretionary$7M
Non-Disc.$0
Employees1
Clients1
DateJul 2011
Total AUM$10.8M
Discretionary$10.8M
Non-Disc.$0
Employees5
Clients--
DateMay 2011
Total AUM$10.8M
Discretionary$10.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$18.6M
Discretionary$18.6M
Non-Disc.$0
Employees5
Clients--
DateFeb 2008
Total AUM$6.3M
Discretionary$6.3M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$6.2M
Discretionary$6.2M
Non-Disc.$0
Employees5
Clients--
DateSep 2007
Total AUM$2M
Discretionary$2M
Non-Disc.$0
Employees5
Clients--