# Veta Investment Partners, LLC

> 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.

- CRD: 309023
- Filed as: VETA INVESTMENT PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lawrence, KS
- Filing period: October 2026
- Form ADV filing dated: August 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/309023
- AdvisorCensus page: https://advisorcensus.com/firm/veta-investment-partners-llc-lawrence-ks-309023

## Quick answers

**How is Veta Investment Partners, LLC compensated?**
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.

**Where is Veta Investment Partners, LLC located?**
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).

**Is Veta Investment Partners, LLC registered with the SEC or a state?**
Veta Investment Partners, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 309023.

**How much does Veta Investment Partners, LLC manage?**
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).

**How have Veta Investment Partners, LLC's assets and staff changed since 2021?**
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.

**Which custodians does Veta Investment Partners, LLC use?**
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.

**Does Veta Investment Partners, LLC report any disciplinary disclosures?**
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

**What changed in Veta Investment Partners, LLC's recent Form ADV filings?**
In the June 2026 filing data: Added an office in Princeton, NJ. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- US Bank

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.

### Regulatory assets under management (Item 5.F)
- Total: $2,788,813,494
- Discretionary: $74,678,272
- Non-discretionary: $2,714,135,222

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Other investment advisers | Fewer than 5 | $74,678,272 |
| Insurance companies | Fewer than 5 | $2,714,135,222 |

### Advisory services (Item 5.G)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2020 (6 years)
- Employees: 10 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KS, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Princeton, NJ

### Websites listed on Form ADV (Item 1.I)
- vetainvestmentpartners.com
- LinkedIn @veta-investment-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $398,926,941 | 9 | September 22, 2021 |
| October 2022 | $1,207,116,699 | 9 | April 19, 2022 |
| October 2023 | $1,907,976,561 | 6 | March 22, 2023 |
| October 2024 | $3,149,823,730 | 6 | March 19, 2024 |
| October 2025 | $4,492,707,040 | 6 | March 26, 2025 |
| October 2026 | $2,788,813,494 | 10 | August 31, 2026 |

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.

## Changes in the filing (last 12 months)

### June 2026
- Added an office in Princeton, NJ.
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $4,492,707,040 to $2,788,813,494 (-38%).

### February 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Veta Investment Partners, LLC (CRD 309023): Form ADV filing data as of October 2026.