{
  "crd_number": 309023,
  "slug": "veta-investment-partners-llc-lawrence-ks-309023",
  "primary_business_name": "VETA INVESTMENT PARTNERS, LLC",
  "legal_name": "VETA INVESTMENT PARTNERS, LLC",
  "dbas": [],
  "city": "Lawrence",
  "state": "KS",
  "country": "United States",
  "cbsa_code": "29940",
  "metro": {
    "cbsa_code": "29940",
    "common_name": "Lawrence",
    "msa_name": "Lawrence, KS",
    "path": "/advisors/ks/lawrence"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-07-13",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-08-31",
  "carried_forward": false,
  "raum_total": 2788813494.0,
  "raum_discretionary": 74678272.0,
  "raum_non_discretionary": 2714135222.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 10,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "insurance_companies": {
      "raum": 2714135222.0,
      "count": null,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": 74678272.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "KS",
    "TX"
  ],
  "websites": [
    "https://linkedin.com/company/veta-investment-partners",
    "https://vetainvestmentpartners.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/309023",
  "city_as_filed": "LAWRENCE",
  "url": "https://advisorcensus.com/firm/veta-investment-partners-llc-lawrence-ks-309023",
  "display_name": "Veta Investment Partners, LLC",
  "summary": "Veta Investment Partners, LLC is an SEC-registered investment advisory firm in Lawrence, KS, registered since 2020, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 31, 2026.",
  "citation": "AdvisorCensus. Veta Investment Partners, LLC (CRD 309023): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Veta Investment Partners, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Veta Investment Partners, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Veta Investment Partners, LLC located?",
      "a": "Veta Investment Partners, LLC's principal office is in Lawrence, KS, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Veta Investment Partners, LLC registered with the SEC or a state?",
      "a": "Veta Investment Partners, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 309023."
    },
    {
      "q": "How much does Veta Investment Partners, LLC manage?",
      "a": "Veta Investment Partners, LLC reports $2,788,813,494 in regulatory assets under management in its Form ADV filing dated August 31, 2026 (3% discretionary)."
    },
    {
      "q": "How have Veta Investment Partners, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Veta Investment Partners, LLC: Regulatory assets under management: $398,926,941 in the October 2021 data and $2,788,813,494 in the October 2026 data, up 599%. Total employees: 9 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "Which custodians does Veta Investment Partners, LLC use?",
      "a": "Veta Investment Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists US Bank as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Veta Investment Partners, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/309023"
    },
    {
      "q": "What changed in Veta Investment Partners, LLC's recent Form ADV filings?",
      "a": "In the June 2026 filing data: Added an office in Princeton, NJ. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 398926941.0,
      "total_employees": 9,
      "filing_date": "2021-09-22"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1207116699.0,
      "total_employees": 9,
      "filing_date": "2022-04-19"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1907976561.0,
      "total_employees": 6,
      "filing_date": "2023-03-22"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 3149823730.0,
      "total_employees": 6,
      "filing_date": "2024-03-19"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 4492707040.0,
      "total_employees": 6,
      "filing_date": "2025-03-26"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2788813494.0,
      "total_employees": 10,
      "filing_date": "2026-08-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Added an office in Princeton, NJ.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $4,492,707,040 to $2,788,813,494 (-38%)."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "US Bank",
      "name_as_filed": "US BANK",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/veta-investment-partners-llc-lawrence-ks-309023.md",
  "clients": [
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": null,
      "fewer_than_5": true,
      "raum": 74678272.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": null,
      "fewer_than_5": true,
      "raum": 2714135222.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/309023",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}