# Veery Capital

Veery Capital is an Asset Manager based in West Chester, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** West Chester, United States
- **Region:** North America
- **Address:** Austin, TX, United States
- **Founded:** 2014
- **Assets under management:** Undisclosed
- **Website:** veerycapital.com
- **LinkedIn:** https://www.linkedin.com/company/veery-capital

## Regulatory record

- **CRD number:** 298465
- **SEC file number:** 801-114003
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/298465

## About

Veery Capital, LLC is an SEC-registered investment adviser in West Chester, PA, registered since 2018. The firm manages $971 million in assets. It has 13 employees and 6 investment advisers.

## Sectors

- Enterprise Software
- Industrial Tech
- AI/ML

## People

- Kyle Luke — Managing Partner & CIO
- Sam Teller — Managing Partner

## Questions

### How does Veery Capital source its investment ideas?

Veery sources through a proprietary screening process that identifies small- and mid-cap companies trading at discounts to intrinsic value where operational change can narrow the gap. The firm avoids broad auctions and instead builds positions quietly over multiple quarters, often initiating direct dialogue with management before publicly disclosing its stake. Deal flow is supplemented by the founders' network from their tenure at Brahman Capital and relationships across the activist-investor community.

### What is the typical holding period for a Veery Capital investment?

Veery targets holding periods of three to five years, matching its drawdown-style fund structures that lock up investor capital for similar durations. This long horizon allows the firm to propose and see through multi-year operational turnarounds — board recomposition, capital-structure changes, or management overhauls — that quarterly-reporting investors cannot stomach. Positions are rarely exited within 12 months.

### How is Veery Capital structured differently from a traditional hedge fund?

Veery uses committed-capital drawdown structures with multi-year lockups — closer to a private-equity fund than a monthly-redemption hedge fund. This eliminates forced selling during drawdowns and aligns the investor base with the firm's three-to-five-year engagement cycles. Management fees are charged on committed capital, not mark-to-market NAV, further reducing short-term pressure on the portfolio.

### What role does Veery Capital take with portfolio-company boards?

Veery seeks board representation in most core positions, either through a direct seat or through influence on director selection. The firm's engagement playbook includes proposing independent directors, restructuring management incentives, and in some cases replacing CEOs. Public filings from engagements like Ferrellgas and Team Inc. show Veery proxy materials advocating for specific governance changes.

### Who are the key decision-makers at Veery Capital?

Kyle Luke and Sam Teller co-founded Veery and serve as Managing Partners, with Luke holding the CIO title. Both previously worked at Brahman Capital, a value-focused hedge fund, where they developed the concentrated, engagement-heavy approach that defines Veery's strategy. Investment decisions are made jointly, with no external investment committee.

### What is Veery Capital's relationship with its investor base?

Veery's investors — a mix of family offices, endowments, and institutions — commit capital to multi-year drawdown vehicles and receive limited interim liquidity. The firm provides quarterly updates but does not mark positions for redemption purposes. This structure selects for allocators comfortable with both concentration risk and extended illiquidity in exchange for an engagement premium.

## Related profiles

- [VEEA](https://altss.com/profile/veea-inc)
- [Vega Financial](https://altss.com/profile/vega-financial-llc)

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Last updated: 2026-06-03T20:00:00.000Z

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