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 organized as an institutional RIA and is registered with the SEC (registration year 2020). The firm’s ADV describes its primary advisory activity as portfolio management for businesses or institutions and lists CPO/CTA activity, which implies involvement with commodity-pool or managed-futures style strategies. Its fee arrangements include both percentage-of-AUM and fixed fees. The firm reports relationships with broker-dealers, other investment advisers, and insurance companies as industry affiliations.
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
FINTRXContacts
FINTRXWealth 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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