Veta Investment Partners, Llc
- Regulatory AUM
- $2.8B
- Discretionary
- $74.7M
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 4
- Employees
- 10
AUM over time
Annual snapshots from Form ADV filings · as of May 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Other investment advisers | Fewer than 5 clients | $74.7M | 2.68% |
| Insurance companies | Fewer than 5 clients | $2.7B | 97.3% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Phonvilouth Vilayoune | Member | Jul 2019 (7y) | ≈ 18.75% – 50% via Vig Llc | |
| Canfield, Jordan, Lee | Manager | Nov 2019 (7y) | Less than 5% | |
| Canfield, Eileen, Michelle | Trustee | Dec 2020 (6y) | GP / trustee / elected manager of Canfield Family Dynasty Trust (indirect) | |
| Canfield, Thomas | Manager | Dec 2020 (6y) | GP / trustee / elected manager of J10 Z15 Investments, Llc (indirect) | |
| Callanan, David, James | Trustee | Dec 2021 (5y) | GP / trustee / elected manager of Karlun M. Callanan Irrevocable Trust A 2016 (indirect) | |
| Bartak, Christopher, Allen | Manager | Oct 2022 (4y) | Less than 5% | |
| Rositsa Angelova Esenberg | Registered representative | Jan 2026 (1y) | ||
| Jeffrey M Swarts | Registered representative | CFP | May 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Veta Holdings, Llc | Member | Nov 2019 | A | 50% – 75% |
| Vig Llc | Member | Nov 2019 | A | 25% – 50% |
| Canfield Family Dynasty Trust | Sole Member | Dec 2016 | B | ≈ 9.38% – 37.5% via J10 Z15 Investments, Llc |
| J10 Z15 Investments, Llc | Member | Mar 2021 | B | ≈ 12.5% – 37.5% via Veta Holdings, Llc |
| Foster Family Descendants Trust | Member | Dec 2022 | B | ≈ 12.5% – 37.5% via Veta Holdings, Llc |
| Karlun M. Callanan Irrevocable Trust A 2016 | Member | Dec 2021 | B | ≈ 12.5% – 37.5% via Veta Holdings, Llc |
| First State Trust Company | Trustee | Dec 2020 | B | GP / trustee / elected manager of Canfield Family Dynasty Trust (indirect) |
| Truist Delaware Trust Company | Trustee | Dec 2022 | B | GP / trustee / elected manager of Foster Family Descendants Trust (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Phonvilouth Vilayoune: 75% – 100% of Vig Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Canfield Family Dynasty Trust: 75% – 100% of J10 Z15 Investments, Llc × 25% – 50% of Veta Holdings, Llc × 50% – 75% direct ≈ 9.38% – 37.5% of the firm
- J10 Z15 Investments, Llc: 25% – 50% of Veta Holdings, Llc × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
- Foster Family Descendants Trust: 25% – 50% of Veta Holdings, Llc × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
- Karlun M. Callanan Irrevocable Trust A 2016: 25% – 50% of Veta Holdings, Llc × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/28/2026 | 1.26 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- U.S. Bank $2.7B (97% of AUM) May 2026
- Fidelity Clearing And Custody Solutions $1.6B (36% of AUM) Jan 2026
- Charles Schwab & Co. $973M (22% of AUM) Jan 2026
- Wells Fargo $917M (48% of AUM) Jan 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 28, 2026.
View current Form ADV (SEC/IAPD) ↗