9AT: VETA INVESTMENT PARTNERS, LLC

Adviser Profile

As of Date	08/31/2026
Registration	SEC, Approved, 07/13/2020
ADV Location	LAWRENCE, KS, United States
Contact Info	646 xxxxxxx
Websites

AUM^*	2,788,813,494 -11%
of that, discretionary	74,678,272 -98%
Number of Employees	10 67%
of those in investment advisory functions	2
Private Fund GAV^*	0
Avg Account Size	697,203,374 33%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Other investment advisers
- Insurance companies

Advisory Activities

- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser COLUMBIA WANGER ASSET MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM5.8b	#Funds-
Adviser U.S. GLOBAL INVESTORS, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.7b	#Funds-
Adviser RECORD CURRENCY MANAGEMENT INC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM19.7b	#Funds-
Adviser CONSTELLATION INVESTMENTS, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund473.2m	Venture Capital Fund-	Other Fund-	Total Private Fund GAV473.2m	AUM31.5b	#Funds4
Adviser BCSF ADVISORS, LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM3.6b	#Funds-
Adviser CION ARES MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM8.0b	#Funds-
Adviser FS/KKR ADVISOR, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM16.1b	#Funds-
Adviser BLUE OWL TECHNOLOGY CREDIT ADVISORS II LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund452.3m	Venture Capital Fund-	Other Fund-	Total Private Fund GAV452.3m	AUM6.9b	#Funds1
Adviser SMARTX ADVISORY SOLUTIONS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM27.0b	#Funds-
Adviser LEADING EDGE INVESTMENT ADVISORS,LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM5.2b	#Funds-

Brochure Summary

Overview

Firm Description Veta Investment Partners, LLC (“Veta”, “we” or “us”) is registered with the U.S. Securities and Exchange Commission (“SEC”), and was organized in 2019 as a Delaware limited liability company with its principal office and place of business at 3705 Clinton Parkway, Suite 103B, Lawrence, KS 66047. Veta is principally owned by Veta Holdings, LLC and VIG LLC. Types of Advisory Services Veta offers investment advisory services primarily to institutional clients (each, a “Client”). Veta may in the future provide advisory services to other types of clients, including pooled investment vehicles managed by a third-party manager and portfolio management for investment companies. Veta offers hedging and asset allocation advisory services to Clients. These services include model portfolio solutions, performing option pricing calculations on assets or liabilities, placing hedging trades with brokers as agent for our Clients, and providing other operational support for the adjustment of hedge positions. We tailor our services to the specific needs of our Clients, which are outlined in an investment policy statement and the investment services agreement, the terms of which are negotiated with each Client. Clients may impose restrictions on the specific securities or hedge assets, or types of securities or hedge assets in which we invest. For certain Clients, we provide risk management services in the form of a hedge overlay; although our risk management services

are applied to the entire portfolio, Veta only has discretionary authority over the hedge overlay portion of the portfolio. For other Clients, we manage the underlying investments as well, and as such have discretionary authority over the entire portfolio including the hedge overlay. In addition to the advisory services discussed above, Veta offers the following services:
• Derivatives and Risk Management consulting – we will work with the Client to develop and manage a risk management program.
• Index development – we work with index providers, such as S&P Dow Jones Indices LLC, to develop customized indices for our Clients.
• Software development – we develop custom software solutions for our Clients, designed to assist with their valuation and operational needs.
• Outsourced Chief Investment Officer (“OCIO”) – we work with advisors to develop and refine their investment portfolios and processes, along with other investment services, such as economic research, asset class analysis and stock analysis.
• Structured Product Solutions – we work with wealth platforms and advisors to manage portfolios of structured products.
• Fees for the above five business lines are either hourly, fixed (usually monthly in arrears) or based on a percentage of assets and described in more detail in Item 5 of this Brochure. Assets under Management As of December 31, 2023, Veta manages $3,149,823,730 in assets on a discretionary basis.

VETA INVESTMENT PARTNERS, LLC

VETA INVESTMENT PARTNERS, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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VETA INVESTMENT PARTNERS, LLC VETA INVESTMENT PARTNERS, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

VETA INVESTMENT PARTNERS, LLC

VETA INVESTMENT PARTNERS, LLC