Veta Investment Partners provides portfolio management for institutions.
Veta Investment Partners lists other investment advisers and insurance companies as clients. Of its assets, 2.7% ($74.7M across 2 accounts) are managed with discretion; $2.71B across 2 accounts are not. It advised 8 clients without assets under management last fiscal year.
Share breakdown unavailable
| Client type | Clients | Assets |
|---|---|---|
| Other investment advisers | Fewer than 5 | 3% |
| Insurance companies | Fewer than 5 | 97% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client shares are unavailable because no positive client counts were reported.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Other investment advisers | Fewer than 5 | $74.7M | 2.7% | — |
| Insurance companies | Fewer than 5 | $2.71B | 97.3% | — |
| Total | Not reported | $2.79B | 100% | — |
- Clients
- Fewer than 5
- Regulatory AUM
- $74.7M
- AUM share
- 2.7%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $2.71B
- AUM share
- 97.3%
- Avg. per client
- —
Total
- Clients
- Not reported
- Regulatory AUM
- $2.79B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 8
- Private funds advised
- 0
Veta Investment Partners is paid through a percentage of assets under management and fixed fees (other than subscription fees); its fees and minimums are set out in its brochures on the SEC website.
Veta Holdings, LLC owns 50% to 75% of Veta Investment Partners and is in turn owned by J10Z15 Investments, LLC (25–50%), Foster Family Descendants Trust (25–50%) and Karlun M. Callanan Irrevocable Trust A 2016 (25–50%). The leadership team of Veta Investment Partners includes President Phonvilouth Vilayoune and Chief Compliance Officer Rositsa Esenberg. It has 10 employees, 2 of them in advisory roles.
Staff
- 10 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 50% to 75% of Veta Investment Partners, LLC
Veta Holdings, LLC
Control person · since November 2019
- Owns 25% to 50% of Veta Holdings, LLC
J10Z15 Investments, LLC
Control person · since March 2021
- Owns 75% or more of J10Z15 Investments, LLC
Canfield Family Dynasty Trust
Control person · since December 2016
Eileen Canfield
Trustee · Control person · since December 2020
First State Trust Company
Trustee · since December 2020
Thomas Canfield
Manager · Control person · since December 2020
- Owns 25% to 50% of Veta Holdings, LLC
Foster Family Descendants Trust
Control person · since December 2022
Preservation Trust Company
Trustee · Control person · since July 2024
- Owns 25% to 50% of Veta Holdings, LLC
Karlun M. Callanan Irrevocable Trust A 2016
Control person · since December 2021
David Callanan
Trustee · Control person · since December 2021
- Owns 25% to 50% of Veta Investment Partners, LLC
Vig LLC
Control person · since November 2019
- Owns 75% or more of Vig LLC
Phonvilouth Vilayoune
Control person · since July 2019
Veta Investment Partners’ regulatory assets grew 7.0× from $399M (May 2021) to $2.79B (August 2026); employees rose from 9 to 10.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Aug 2026August 2026 | $2.79B | 0 | 10 | 2 |
| Mar 2025March 2025 | $4.49B | 6 | 6 | 1 |
| Mar 2024March 2024 | $3.15B | 0 | 6 | 1 |
| Mar 2023March 2023 | $1.91B | 0 | 6 | 2 |
| Apr 2022April 2022 | $1.21B | 0 | 9 | 2 |
| May 2021May 2021 | $399M | 0 | 9 | 2 |
Besides its headquarters, Veta Investment Partners has 1 office, with 2 listed addresses across 2 states.
Kansas · 1 listed address
- 4801 Quail Crest Place, LawrenceHQ
New Jersey · 1 listed address
- 100 Overlook Center, Princeton
Contact and registration details
- Legal name
- Veta Investment Partners, LLC
- Headquarters
- 4801 Quail Crest Place, Lawrence, KS 66049
- Website
- vetainvestmentpartners.com
- Phone
- 646-630-3218
- @veta-investment-partners
- SEC file
- 801-119046
- Structure
- Delaware LLC
- Fiscal year end
- December
Veta Investment Partners’ named custodian for separately managed accounts is US Bank ($2.71B). Veta Investment Partners does not have custody of client assets.
- US BankUS Bank · Philadelphia, PA · $2.71B100%
What the accounts hold
- Stocks1%
- Bonds1%
- Cash1%
- Other95%
- Derivatives95%
Filed values cover 98%. The neutral 2% gap has no reported category.
What services does Veta Investment Partners offer?
Veta Investment Partners provides portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Veta Investment Partners use?
Veta Investment Partners’ separately managed account assets are held at US Bank (Philadelphia, PA), with $2.71B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 August 2026
How many financial advisors does Veta Investment Partners have?
Veta Investment Partners has 2 investment adviser representatives registered with state securities authorities, out of 10 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Veta Investment Partners invest in?
At the end of its last fiscal year, Veta Investment Partners’ separately managed accounts held 95% derivatives, 1% exchange-traded equities, 1% U.S. government and agency bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Veta Investment Partners?
Veta Investment Partners is owned through holding companies by Phonvilouth Vilayoune. Its direct owners are Veta Holdings, LLC (50% to 75%) and Vig LLC (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 31 August 2026
How does Veta Investment Partners get paid?
Veta Investment Partners is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Veta Investment Partners?
Veta Investment Partners’ main office is at 4801 Quail Crest Place, Lawrence, KS 66049. Its phone number is 646-630-3218. Its website is vetainvestmentpartners.com.