VETA INVESTMENT PARTNERS, LLC
Firm details
- Headquarters
- LAWRENCE, Kansas
- CRD number
- 309023
- Registered since
- July 13, 2020
- Website
- vetainvestmentpartners.com
- Custodians
- U.S. BANK, N.A.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Insurance Companies97.32%
- Other Investment Advisers2.68%
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Veta Investment Partners, LLC is an SEC-registered investment adviser that began registration in 2020 and operates as a limited liability company. The firm is set up to provide portfolio management services for businesses and institutions and is also identified as engaging in CPO/CTA activities, which indicates a focus on managed derivative strategies or pooled-vehicle trading. Veta charges clients via a mix of percentage-of-assets and fixed fees and is owned by a combination of a domestic entity and an individual. The firm is not identified as an active ESG investor and does not report multi-state adviser status.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Derivatives95%
- Exchange Traded Equities1%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
3 of 3PHONVILOUTH VILAYOUNE
President, CEOCRD 6429748
ROSITSA ESENBERG
Chief Compliance OfficerCRD 5263334
PARESH PATEL
Chief Technology OfficerCRD 5717516
Contacts
3 of 3CHRISTOPHER BARTAK
ManagerCRD 7654295
JEFFREY SWARTS
Director of SalesCRD 5011169
JORDAN CANFIELD
ManagerCRD 7443153
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LAWRENCE, KS
DOUGLAS
Location
LAWRENCE, KS
Headquartered in LAWRENCE, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- DOUGLAS
- Address
- 4801 Quail Crest Pl
- Time zone
- CT (UTC-6)
- Office locations
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