WAYZATA INVESTMENT PARTNERS LLC
Firm details
- Headquarters
- WAYZATA, Minnesota
- CRD number
- 132046
- Registered since
- May 31, 2004
- Fee structure
- Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Wayzata Investment Partners LLC is a SEC-registered hedge fund manager and commodity pool/CTA-style adviser that focuses on managing pooled investment vehicles for institutional investors. The firm operates under a performance-based fee model and is structured as a limited liability company. Its regulatory filings show it provides portfolio management for pooled vehicles and acts in CPO/CTA capacities, which indicates an emphasis on active trading and derivative- or futures-based implementation alongside traditional hedge fund techniques. The firm does not position itself as an ESG investor and is not designated as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3MARY BURNS
Vice President, Chief Compliance OfficerCRD 4813691
PIA SCHUTT
Chief Financial OfficerCRD 6723086
KELLY AUBREY
COOCRD 6723085
Contacts
3 of 3JOHN FOLEY
PartnerCRD 2303774
BLAKE CARLSON
PartnerCRD 4813696
PATRICK HALLORAN
ManagerCRD 1686827
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WAYZATA, MN
HENNEPIN
Location
WAYZATA, MN
Headquartered in WAYZATA, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- HENNEPIN
- Address
- 1907 Wayzata Blvd
- Time zone
- CT (UTC-6)
- Office locations
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