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VETA INVESTMENT PARTNERS, LLC
CRD 309023File 801-119046
APPROVED
Filing as of Aug 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.79B
Top 25% of cohort (national)
Discretionary AUM
$74.7M
Non-discretionary $2.71B
Clients
0
4 accounts
Employees
10
Top 25% of cohort in KS
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jul 13, 2020
- Principal office
- 4801 QUAIL CREST PLACE, LAWRENCE, KS, 66049
- Phone
- 646-630-3218
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.79B
- Discretionary AUM
- $74.7M
- Non-discretionary AUM
- $2.71B
- Discretionary accounts
- 2
- Non-discretionary accounts
- 2
- Total accounts
- 4
- AUM per client
- —
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | Fewer than 5 | $2.71B |
| Other investment advisers | Fewer than 5 | $74.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 6 | 10 | increased by4 |
| Apr 1, 2026 | Clients | 6 | — | |
| Apr 1, 2026 | AUM | $4,492,707,040 | $2,788,813,494 | decreased by$1,703,893,546 |
| Apr 1, 2026 | Accounts | 8 | 4 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 6 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,207,116,699 | $4,492,707,040 | increased by$3,285,590,341 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2 | 8 | increased by6 |
| Feb 1, 2022 | AUM | $398,926,941 | $1,207,116,699 | increased by$808,189,758 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “VETA INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“VETA INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.