{"url":"https://nivawealth.com/firms/veta-investment-partners-309023","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/309023","regulatoryAum":2788813494,"crd":"309023","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5263334","suffix":null,"lastName":"ESENBERG","firstName":"ROSITSA","middleName":"ANGELOVA"},{"crd":"5011169","suffix":null,"lastName":"SWARTS","firstName":"JEFFREY","middleName":"M"},{"crd":"6429748","suffix":null,"lastName":"VILAYOUNE","firstName":"PHONVILOUTH","middleName":null}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-05-06","regulatoryAum":398926941,"clients":0,"employees":9,"offices":2},{"filedOn":"2022-04-19","regulatoryAum":1207116699,"clients":0,"employees":9,"offices":2},{"filedOn":"2023-03-22","regulatoryAum":1907976561,"clients":0,"employees":6,"offices":2},{"filedOn":"2024-03-19","regulatoryAum":3149823730,"clients":0,"employees":6,"offices":1},{"filedOn":"2025-03-26","regulatoryAum":4492707040,"clients":6,"employees":6,"offices":1},{"filedOn":"2026-08-31","regulatoryAum":2788813494,"clients":0,"employees":10,"offices":2}],"secFileNumber":"801-119046","legalName":"Veta Investment Partners, LLC","displayName":"Veta Investment Partners","slug":"veta-investment-partners-309023","website":"https://vetainvestmentpartners.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/309023/c396c550610f7486-r1.webp","tone":"light","width":529,"height":200,"sourceUrl":"https://vetainvestmentpartners.com/","sourceLabel":"Veta Investment Partners, LLC, website"},"classification":{"segment":"institutions","segmentLabel":"Institutional","type":"institutional_asset_manager","typeLabel":"Asset manager","feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/veta-investment-partners","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"4801 Quail Crest Place","city":"Lawrence","state":"KS","stateName":"Kansas","country":"United States","postalCode":"66049"},"tradeNames":[],"registration":{"secApproved":"13 July 2020","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":10,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":2788813494,"discretionary":74678272,"discretionaryAccounts":2,"nonDiscretionary":2714135222,"nonDiscretionaryAccounts":2,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":8},"clientTypes":[{"label":"Other investment advisers","clients":null,"fewerThan5":true,"regulatoryAum":74678272},{"label":"Insurance companies","clients":null,"fewerThan5":true,"regulatoryAum":2714135222}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"US Bank","shortName":"US Bank","location":"Philadelphia, PA","smaAssets":2714135222}],"custodyNote":"Veta Investment Partners does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Phonvilouth Vilayoune","title":"President & CEO","crd":"6429748"},{"name":"Rositsa Esenberg","title":"Chief Compliance Officer","crd":"5263334"},{"name":"Christopher Bartak","title":"Manager","crd":"7654295"},{"name":"Jordan Canfield","title":"Manager","crd":"7443153"},{"name":"Paresh Patel","title":"Chief Technology Officer","crd":"5717516"}],"ownership":[{"label":"Veta Holdings, LLC","detail":"Member in the 50% to 75% ownership band and a control person, since November 2019."},{"label":"Vig LLC","detail":"Member in the 25% to 50% ownership band and a control person, since November 2019."},{"label":"Phonvilouth Vilayoune","detail":"Indirect owner: a member of Vig LLC in the 75% or more band and a control person, since July 2019.","parent":"Vig LLC"},{"label":"J10Z15 Investments, LLC","detail":"Indirect owner: a member of Veta Holdings, LLC in the 25% to 50% band and a control person, since March 2021.","parent":"Veta Holdings, LLC"},{"label":"Canfield Family Dynasty Trust","detail":"Indirect owner: a sole member of J10Z15 Investments, LLC in the 75% or more band and a control person, since December 2016.","parent":"J10Z15 Investments, LLC"},{"label":"Thomas Canfield","detail":"Indirect owner: manager of J10Z15 Investments, LLC and a control person, since December 2020.","parent":"J10Z15 Investments, LLC"},{"label":"Eileen Canfield","detail":"Indirect owner: trustee of Canfield Family Dynasty Trust and a control person, since December 2020.","parent":"Canfield Family Dynasty Trust"},{"label":"First State Trust Company","detail":"Indirect owner: trustee of Canfield Family Dynasty Trust, since December 2020.","parent":"Canfield Family Dynasty Trust"},{"label":"Foster Family Descendants Trust","detail":"Indirect owner: a member of Veta Holdings, LLC in the 25% to 50% band and a control person, since December 2022.","parent":"Veta Holdings, LLC"},{"label":"Karlun M. Callanan Irrevocable Trust A 2016","detail":"Indirect owner: a member of Veta Holdings, LLC in the 25% to 50% band and a control person, since December 2021.","parent":"Veta Holdings, LLC"},{"label":"David Callanan","detail":"Indirect owner: trustee of Karlun M. Callanan Irrevocable Trust A 2016 and a control person, since December 2021.","parent":"Karlun M. Callanan Irrevocable Trust A 2016"},{"label":"Preservation Trust Company","detail":"Indirect owner: trustee of Foster Family Descendants Trust and a control person, since July 2024.","parent":"Foster Family Descendants Trust"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Kansas","offices":1,"addresses":[{"street":"4801 Quail Crest Place","city":"Lawrence","headquarters":true}]},{"state":"New Jersey","offices":1,"addresses":[{"street":"100 Overlook Center","city":"Princeton"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"646-630-3218","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":1},{"label":"U.S. government/agency bonds","percent":1},{"label":"Derivatives","percent":95},{"label":"Cash and cash equivalents","percent":1}],"privateFunds":0},"sources":{"adv1FilingDate":"31 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/309023/PDF/309023.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"What services does Veta Investment Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Veta Investment Partners use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Veta Investment Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Veta Investment Partners invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Veta Investment Partners?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Veta Investment Partners get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Veta Investment Partners?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 31 August 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}