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Laclede Private Capital

EST. AUM
$500,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area St. Louis
CRD Number
Website lacledeprivatecapital.com
Client types

Overview

Laclede Private Capital is an independent investment advisory firm founded by Justin Tate in partnership with the Carson Group. The firm is designed to bridge the gap between institutional-grade execution and personalized wealth management, offering a disciplined approach to portfolio construction. It specializes in actively managed portfolios for a select group of qualified high-net-worth clients, utilizing the operational scale and regulatory framework of CWM, LLC. The firm is located in the Spark St. Louis collaborative workspace within Ballpark Village.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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