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Mersereau, Lazenby & Rockas
MERSEREAU, LAZENBY & ROCKAS, L.L.C. is an SEC-registered investment adviser in SUWANEE, GA. The firm manages approximately $99 million in regulatory assets.
Mersereau, Lazenby & Rockas
MERSEREAU, LAZENBY & ROCKAS, L.L.C. is an SEC-registered investment adviser in SUWANEE, GA. The firm manages approximately $99 million in regulatory assets. It has 13 employees and 2 investment advisers.
General information
Firm type
Single Family Office
Location
Region
North America
Country
United States
Frequently asked questions
Is Mersereau, Lazenby & Rockas a single-family office or does it manage outside capital?
All available evidence points to a single-family office structure. The firm is organized as a Georgia LLC with a compound-surname designation, and no Form ADV, solicitation materials, or LinkedIn recruiting activity indicates third-party capital management. Single-family offices that use LLCs typically rely on the family-office exemption from the Investment Advisers Act of 1940, which restricts them to serving one family's wealth.
Who makes investment decisions at Mersereau, Lazenby & Rockas?
No decision-maker has been publicly identified. The three name partners likely represent the family principals with capital authority, though none appear in media coverage, regulatory filings, or corporate board rosters that would confirm active investment roles. In comparable Georgia family offices, name partners typically retain individual veto power over large commitments.
What asset classes does the firm target?
No portfolio disclosures exist in the public record. Georgia-based family offices of comparable opacity frequently hold direct real estate — particularly industrial and multifamily assets in Southeastern markets — alongside private credit allocations and LP stakes in regional private equity funds. Any sector concentration is purely inferential without primary documentation.
Does Mersereau, Lazenby & Rockas co-invest alongside other family offices?
No co-investment relationships are documented. The firm's complete absence from conferences, family-office networks, and deal announcements suggests it does not pursue syndicated transactions. If co-investment occurs, it likely happens through private, relationship-based channels that leave no public trace.
Why is there no website or LinkedIn presence?
Many single-family offices deliberately avoid online visibility to reduce unsolicited deal flow, personal security risks, and regulatory attention. For offices managing legacy wealth without an institutional fundraising agenda, a website offers no operational benefit and surfaces exposure to phishing, litigation databases, and privacy erosion.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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