Veta Investment Partners, LLC
● SEC registered since 2020CRD 309023SEC# 801-119046Lawrence, KS
Reg. AUM
$2.79B
Employees
10
Accounts
4
Location
Lawrence, KS
Veta Investment Partners, LLC assets under management
Veta Investment Partners, LLC is a registered investment adviser overseen by the SEC based in Lawrence, KS. The firm has been registered since 2020. It reports $2.8 billion in regulatory assets under management and employs 10 people.
Veta Investment Partners, LLC owners & executives
17 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Allen Bartak Control | Manager | Under 5% | 2022 |
| Jordan Lee Canfield Control | Manager | Under 5% | 2019 |
| Paresh Patel Control | Chief Technology Officer | Under 5% | 2026 |
| Phonvilouth Vilayoune Control | President & Ceo | Under 5% | 2019 |
| Rositsa Angelova Esenberg Control | Chief Compliance Officer | Under 5% | 2026 |
| Veta Holdings, LLC Control | Member | 50-75% | 2019 |
| Vig LLC Control | Member | 25-50% | 2019 |
| Canfield Family Dynasty Trust Control | Sole Member | Over 75% | 2016 |
| David James Callanan Control | Trustee | — | 2021 |
| Eileen Michelle Canfield Control | Trustee | — | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Veta Investment Partners, LLC manage?
Veta Investment Partners, LLC reports $2.8 billion in regulatory assets under management on its Form ADV.
How many employees does Veta Investment Partners, LLC have?
Veta Investment Partners, LLC reports 10 employees.
Where is Veta Investment Partners, LLC located?
Veta Investment Partners, LLC is based in Lawrence, KS and has been SEC-registered since 2020.
Does Veta Investment Partners, LLC disclose fund performance?
Veta Investment Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4801 Quail Crest Place, Lawrence, KS 66049 |
| Phone | 646-630-3218 |
| Office hours | 9 a.m. -5 p.m. Ct |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.79B▼ 38%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 18%
Larger than 82% of 16,306 advisers
EmployeesTop 40%
More than 60% of 16,824 advisers
Assets under management
$2.79Bregulatory AUM
Discretionary $74.7MNon-discretionary $2.71B