Provided by Convergence Inc.
Institutional intelligence for the asset management industry

VERITAS INVESTMENT PARTNERS

Business and Investment Profile

The VERITAS INVESTMENT PARTNERS is a privately held investment adviser that advises $1.27Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. VERITAS INVESTMENT PARTNERS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 113.45% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 10.23 years and is comprised of 1 filing and 0 relying advisers. They operate out of 15 office locations with their Headquarters at 16010 METCALF AVENUE, SUITE 101, OVERLAND PARK, KANSAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 50 employees comprised of 31 investment and 19 non-investment staff. The total number of Employees increased by 28.21% over the last 5-years.

Asset Profile

Their $1.27Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 41 other accounts. Assets of High Net Worth Individuals clients own $782.13mn or 61.72% of Total Assets and Individuals own $462.89mn or 36.53% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 5 types of clients, top clients are High Net Worth Individuals and Individuals.

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses fixed fees and management fees.

Sub-Advisers

VERITAS INVESTMENT PARTNERS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: VERITAS INVESTMENT PARTNERS

View the complete Convergence profile with structured details, filings context, and derived signals.

View full profile
Keywords: Veritas Investment Partners, Lexaurum Advisors, Lexaurum, Veritas
Generated 2026-09-12T06:49:17.1580685.  © 2026 Convergence.