# Mersereau, Lazenby & Rockas

Mersereau, Lazenby & Rockas is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 126139
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-24T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/126139

## About

MERSEREAU, LAZENBY & ROCKAS, L.L.C. is a state-registered investment adviser in SUWANEE, GA. The firm manages approximately $99 million in regulatory assets. It has 13 employees and 2 investment advisers.

## Questions

### 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.

### 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.

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Last updated: 2026-07-06T01:24:21.273Z

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