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 institutional registered investment adviser organized as an LLC and first registered in 2020. The firm operates as a commodity pool operator/commodity trading advisor (CPO/CTA) and focuses on portfolio management for businesses and institutional clients rather than retail households. Its ownership is reported as a mix of a domestic entity and an individual. Fee arrangements include both a percentage-of-assets model and fixed fees. Veta is not identified as an active ESG investor, is not a multi-state adviser, and does not serve as a pension consultant or capital allocator. The firm lists affiliations that include a broker‑dealer, another investment adviser, and an insurance company.
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 3
Rositsa Esenberg
Chief Compliance OfficerCRD 5263334

Phonvilouth Vilayoune
President, CEOCRD 6429748
Paresh Patel
Chief Technology OfficerCRD 5717516
Contacts
3 of 3
Jeffrey Swarts
Director of SalesCRD 5011169
Jordan Canfield
ManagerCRD 7443153
Christopher Bartak
ManagerCRD 7654295
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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