| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Vetera LLC | Venture Capital | $400K | $100K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Monique Schulman | Chief Compliance Officer | Under 5% | 2021 |
| Robert Wesley Teague Control | Partner | 10-25% | 2024 |
| Shannon Michael Markle Control | Managing Member | Over 75% | 2015 |
Markle Financial LLC reports $121.6 million in regulatory assets under management on its Form ADV.
Markle Financial LLC manages 1 private funds with combined gross assets of $400,000.
Markle Financial LLC reports 6 employees.
Markle Financial LLC is based in Laramie, WY and has been SEC-registered since 2019.
Markle Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 506 S. 21st St. Suite 101, Laramie, WY 82070 |
| Phone | (307) 721-1725 |
| Fax | (307)745-4540 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
| Discretionary | $116.7M |
| Non-discretionary | $4.9M |
| Total (RAUM) | $121.6M |