WAYZATA INVESTMENT PARTNERS LLC

RIASEC RegisteredEst. 2004
Total AUM
$9.4M
Discretionary
$9.4M
100% of AUM
Avg account
$4.7M
Accounts
2
Employees
4
Advisory reps
6

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • MARY BURNS

    Vice President, Chief Compliance OfficerCRD 4813691

  • PIA SCHUTT

    Chief Financial OfficerCRD 6723086

  • KELLY AUBREY

    COOCRD 6723085

Contacts

3 of 3
  • JOHN FOLEY

    PartnerCRD 2303774

  • BLAKE CARLSON

    PartnerCRD 4813696

  • PATRICK HALLORAN

    ManagerCRD 1686827

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth