VETA INVESTMENT PARTNERS, LLC
Adviser information for VETA INVESTMENT PARTNERS, LLC last updated from Form ADV on March 19th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 2 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 6 | $3.1B |
| Non-Discretionary | 0 | $0 |
| Total | 6 | $3.1B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | <5 | $1.8B |
| Insurance companies | <5 | $1.4B |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Identifiers
| SEC RIA File Number | 801-119046 |
|---|---|
| SEC ERA File Number | 801-119046 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 309023 |
| Legal Entity Identifier | 549300H854ELUQN4XZ79 |
Principal Office
3705 CLINTON PARKWAYSUITE 103B
LAWRENCE
KS
United States
Monday - Friday, 9 AM -5 PM CT
Tel: 646-630-3218, Fax: None
Chief Compliance Officer
PHONVILOUTH VILAYOUNE
PRESIDENT & CEO
3705 CLINTON PARKWAY
SUITE 103B
LAWRENCE
KS
United States
Tel:
646-630-3218
P***@*************************M
(Full email address available in API data)
Industry Affiliates
| ADVISORS EXCEL, LLC | Insurance company or agency |
| AE FINANCIAL SERVICES, LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| AE WEALTH MANAGEMENT, LLC | Other investment adviser, including financial planners |
| ASSET MARKETING SYSTEMS, LLC | Insurance company or agency |
| INNOVATION DESIGN GROUP, LLC | Insurance company or agency |
| MADISON AVENUE SECURITIES, LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealerOther investment adviser, including financial plannersInsurance company or agency |
| THE IMPACT PARTNERSHIP, LLC | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| VILAYOUNE, PHONVILOUTH | Individual | VIG LLC | MEMBER | 07/2019 | > 75% |
| VETA HOLDINGS, LLC | Domestic Entity | – | MEMBER | 11/2019 | 50-75% |
| VIG LLC | Domestic Entity | – | MEMBER | 11/2019 | 25-50% |
| VILAYOUNE, PHONVILOUTH | Individual | – | PRESIDENT & CEO, CCO | 11/2019 | < 5% |
| J10Z15 INVESTMENTS, LLC | Domestic Entity | VETA HOLDINGS, LLC | MEMBER | 03/2021 | 25-50% |
| CANFIELD FAMILY DYNASTY TRUST | Domestic Entity | J10Z15 INVESTMENTS, LLC | SOLE MEMBER | 12/2016 | > 75% |
| CANFIELD, THOMAS | Individual | J10Z15 INVESTMENTS, LLC | MANAGER | 12/2020 | |
| CANFIELD, EILEEN, MICHELLE | Individual | CANFIELD FAMILY DYNASTY TRUST | TRUSTEE | 12/2020 | |
| FIRST STATE TRUST COMPANY | Domestic Entity | CANFIELD FAMILY DYNASTY TRUST | TRUSTEE | 12/2020 | |
| CANFIELD, JORDAN, LEE | Individual | – | MANAGER | 11/2019 | < 5% |
| BARTAK, CHRISTOPHER, ALLEN | Individual | – | MANAGER | 10/2022 | < 5% |
| FOSTER FAMILY DESCENDANTS TRUST | Domestic Entity | VETA HOLDINGS, LLC | MEMBER | 12/2022 | 25-50% |
| KARLUN M. CALLANAN IRREVOCABLE TRUST A 2016 | Domestic Entity | VETA HOLDINGS, LLC | MEMBER | 12/2021 | 25-50% |
| CALLANAN, DAVID, JAMES | Individual | KARLUN M. CALLANAN IRREVOCABLE TRUST A 2016 | TRUSTEE | 12/2021 | |
| TRUIST DELAWARE TRUST COMPANY | Domestic Entity | FOSTER FAMILY DESCENDANTS TRUST | TRUSTEE | 12/2022 |