Veta Investment Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lawrence, KS. Its latest Form ADV filing, dated March 30, 2026, reports $2.8B in regulatory assets under management, 10 employees, and 4 accounts.
Assets Under Management
$2.8B
Employees
10
Offices
1 office
Total Clients
<5 each
Primary office
LAWRENCE, KS
4801 QUAIL CREST PLACE, LAWRENCE, KS, United States
Total regulatory assets under management$2.8Bas of May 28, 2026
Discretionary2.7%
$75M
3% of total RAUM2.7%
Non-discretionary97.3%
$2.7B
97% of total RAUM97.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$2.8B
Total Accounts4
10Y AUM Change+$2.8B
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee—
10Y Employee Change+6 (+150.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.