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Veta Investment Partners, LLC

● SEC registered since 2020CRD 309023SEC# 801-119046Lawrence, KS
Export (members)
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
NameTitleOwnershipSince
Christopher Allen Bartak ControlManagerUnder 5%2022
Jordan Lee Canfield ControlManagerUnder 5%2019
Paresh Patel ControlChief Technology OfficerUnder 5%2026
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Frequently 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

Address4801 Quail Crest Place, Lawrence, KS 66049
Phone646-630-3218
Office hours9 a.m. -5 p.m. Ct
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Regulatory AUM

$2.79B▼ 38%
Mar '25 — $4.49BApr '25 — $4.49BMay '25 — $4.49BJun '25 — $4.49BJul '25 — $4.49BAug '25 — $4.49BSep '25 — $4.49BOct '25 — $4.49BNov '25 — $4.49BDec '25 — $4.49BJan '26 — $4.49BFeb '26 — $4.49BMar '26 — $2.79BApr '26 — $2.79BMay '26 — $2.79BJun '26 — $2.79B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 18%
Larger than 82% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers

Assets under management

$2.79Bregulatory AUM
Discretionary $74.7MNon-discretionary $2.71B