Veta Investment Partners, LLC

RIASEC Registered
Total AUM
$2.8B
Discretionary
$74.7M
3% of AUM
Avg account
$697M
Accounts
4
Employees
10
Advisory reps
4

Firm details

Headquarters
Lawrence, Kansas
CRD number
309023
Registered since
July 13, 2020
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Derivatives 95%, Exchange Traded Equities 1%, US Government Bonds 1%, Cash & Cash Equivalents 1%95%
  • Derivatives95%
  • Exchange Traded Equities1%
  • US Government Bonds1%
  • Cash & Cash Equivalents1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth