Veritas Independent Partners, LLC
CRD 169291SEC# 801-120986Conway, AR
No longer SEC-registered. Veritas Independent Partners, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$142M
Employees
9
Accounts
1,428
Location
Conway, AR
Veritas Independent Partners, LLC assets under management
Veritas Independent Partners, LLC is a registered investment adviser overseen by the SEC based in Conway, AR. It reports $142 million in regulatory assets under management and employs 9 people.
Veritas Independent Partners, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Debra Dawn Shannon Control | Managing Member | 50-75% | 2013 |
| Katherine Alice Anderson | Financial Operations Principal | Under 5% | 2014 |
| Rebecca Gail Murdoch Control | Managing Member/Cco | 50-75% | 2024 |
Frequently asked questions
How much does Veritas Independent Partners, LLC manage?
Veritas Independent Partners, LLC reports $142 million in regulatory assets under management on its Form ADV.
How many employees does Veritas Independent Partners, LLC have?
Veritas Independent Partners, LLC reports 9 employees.
Where is Veritas Independent Partners, LLC located?
Veritas Independent Partners, LLC is based in Conway, AR.
Does Veritas Independent Partners, LLC disclose fund performance?
Veritas Independent Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2201 Washington Avenue, Suite 2, Conway, AR 72032 |
| Office hours | 8a.m. - 5p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$142M▲ 9%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$142Mregulatory AUM
Discretionary $140.7MNon-discretionary $1.2M