SourcingSourcing

VETA INVESTMENT PARTNERS, LLC

C30
CRD 309023·SEC 801-119046·LAWRENCE, KS
AUM
$2.79B
$1B+
Est. Revenue
$27.9M
@ 1% on AUM
Est. EBITDA
$8.4M
@ 30% margin
Est. Deal Value
$66.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
VETA INVESTMENT PARTNERS, LLC
CRD
309023
SEC file #
801-119046
EIN
—
DBA names
—

Economics

AUM
$2.79B
AUM band
$1B+
AUM trajectory
'21'26
$204.0M → $2.79B▲ +1267%
Client mix
—

Operations

Employees (total)
10
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'21'26
3 advisors → 2 advisors▼ -33%
Primary office
LAWRENCE KS
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — businesses
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
vetainvestmentpartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
VETA HOLDINGS, LLC
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
VETA HOLDINGS, LLC
VIG LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
VETAINVESTMENTPARTNERS.COM
Rdap Domain Creation Date
2019-07-27T03:02:49Z
Rdap Firm Age Years
7
Rdap Firm Age Band
5-10y
Rdap Registrar
Squarespace Domains II LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-07-27T03:02:49Z
Rdap Domain Last Changed
2025-07-12T06:39:31Z
Rdap Nameservers
Ns-cloud-e1.googledomains.comNs-cloud-e2.googledomains.comNs-cloud-e3.googledomains.comNs-cloud-e4.googledomains.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer Prohibited
Trust Company Affiliate
No

People (5)

5
VILAYOUNE, PHONVILOUTH
IAR · Executive Officer · 2.5%
6429748
ESENBERG, ROSITSA, ANGELOVA
IAR · Executive Officer · 2.5%
5263334
BARTAK, CHRISTOPHER, ALLEN
Executive Officer · 2.5%
7654295
CANFIELD, JORDAN, LEE
Executive Officer · 2.5%
7443153
JEFFREY M SWARTS
IAR
5011169