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Asset manager · Lawrence, KS

Veta Investment Partners, LLC

SEC-registered investment adviser · CRD 309023 · SEC 801-119046

At a glance

Veta Investment Partners, LLC is an SEC-registered investment adviser based in Lawrence, Kansas, with $2.8 billion in regulatory assets under management as of its Form ADV filed August 31, 2026. Its largest client group by assets is insurance companies. By Form ADV it is a asset manager, ranked 913th of 3,218 asset managers and 2,966th of 17,210 SEC-registered advisers by assets.

Main office 646-630-3218vetainvestmentpartners.comLinkedInAs filed on Form ADV

Regulatory AUM
$2.8B
Rank among asset managers
#913 of 3,218
Rank among all SEC RIAs
#2,966 of 17,210
Rank in Kansas
#17 of 134
Clients
0
Accounts
4
Discretionary
3% of AUM
Employees
10
Advisory staff
2
Offices
2

Owners and executives on its Form ADV

Custody and brokerage

Custodian

  1. U.S. Bank$2.7B

Other RIAs using U.S. Bank

Broker-dealer

Affiliated broker-dealer

It names affiliated broker-dealers: AE Financial Services, LLC and Madison Avenue Securities, LLC.

Other RIAs with an affiliated broker-dealer

Who it serves

Client typeClientsRegulatory AUMShare
Insurance companies–$2.7B97%
Other investment advisers–$75M3%

Disciplinary disclosures

Veta Investment Partners, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗

Services

  • Portfolio management for businesses and institutions

How it’s paid

  • A percentage of assets under management
  • Fixed fees

Form ADV and brochures on the SEC’s adviser search ↗vetainvestmentpartners.com ↗

AtlasMembers

The full record on Veta Investment Partners, LLC

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff, 5 years of filings
Locked
Growth over one, three and five years
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Rank against 834 peers of its type and size
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Owners and executives, with titles and stakes
5 namedLocked
Main office, fax and compliance officer
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Filing changes this year, with alerts
3Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does Veta Investment Partners, LLC manage?

Veta Investment Partners, LLC reports $2.8 billion in regulatory assets under management across 4 accounts, 3% of it on a discretionary basis, on its Form ADV filed August 31, 2026.

What kind of firm is Veta Investment Partners, LLC?

Veta Investment Partners, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.

Who are Veta Investment Partners, LLC’s clients?

By assets, its largest client types are insurance companies ($2.7 billion); other investment advisers ($75 million).

Does Veta Investment Partners, LLC have any disciplinary history?

Veta Investment Partners, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.

Where these numbers come from

Every figure is Veta Investment Partners, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.

Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →