# WAYZATA INVESTMENT PARTNERS LLC

WAYZATA INVESTMENT PARTNERS LLC of WAYZATA, MN is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 132046
- Type: SEC-registered investment adviser
- SEC file number: 801-63304
- Location: 1907 E WAYZATA BLVD, SUITE 300, WAYZATA, MN, 55391
- Phone: 952-345-0700
- Latest filing: 2026-03-30
- Regulatory AUM: $9.4M
- Discretionary AUM: $9.4M
- Clients: 4
- Accounts: 2

## Business model

- Compensation: Performance
- Clients served: Investment cos

## Officers, owners & control persons (32)

_Showing 25 of 32 people._

| Name | Role | Location |
| --- | --- | --- |
| Shane Reilly | CHIEF COMPLIANCE OFFICER | Los Altos, CA |
| Patrick Joseph Halloran | MANAGER; TRUSTEE | — |
| John Edward Foley | MANAGER-MEMBER; MEMBER/MANAGER OF THE AJZ WINDMILL LLC | — |
| Blake Matthew Carlson | MANAGER; MEMBER/MANAGER OF BCWL HOLDINGS, LLC; TRUSTEE | — |
| Mary Irene Burns | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| Kathleen Anne Halloran | TRUSTEE | — |
| Danae Ann Foley | MEMBER | — |
| Candace Rae Carlson | TRUSTEE | — |
| Kelly Marie Aubrey | CHIEF OPERATIONS OFFICER | — |
| Pia Ellen Schutt | CHIEF FINANCIAL OFFICER | — |
| Raphael T Wallander | LEGAL OFFICER | — |
| ADAMS DIANA M | MEMBER | — |
| HALLORAN PATRICK JOSEPH | MANAGER; MANAGER-MEMBER; MANAGING MEMBER (+2 more) | — |
| ADAMS STEVEN MARK | MEMBER; MEMBER-GENERAL COUNSEL; PARTNER-GENERAL COUNSEL | — |
| MCEVOY JOHN DAVID | MANAGER-MEMBER; MEMBER; PARTNER (+1 more) | — |
| FOLEY JOHN EDWARD | MANAGER-MEMBER; MEMBER; PARTNER (+1 more) | — |
| DEIGNAN JOSEPH MARTIN | MANAGER; MEMBER; PARTNER (+2 more) | — |
| BURNS MARY IRENE | CHIEF FINANCIAL OFFICER-CHIEF COMPLIANCE OFFICER; MEMBER-CFO; MEMBER-CFO-CCO (+6 more) | — |
| CARLSON BLAKE MATTHEW | MANAGER; MANAGER-MEMBER; MEMBER (+3 more) | — |
| SCALLEN TIMOTHY JOSEPH | CHIEF LEGAL OFFICER | — |
| CARLSON MAJORIE M | MEMBER | — |
| HALLORAN KATHLEEN ANNE | TRUSTEE | — |
| MCEVOY JULIEANN AEDIE | MEMBER | — |
| FOLEY DANAE ANN | MEMBER | — |
| CARLSON CANDACE RAE | MEMBER; TRUSTEE | — |


## Disclosures (2)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2023-12-07 | regulatory | ADMINISTRATIVE PROCEEDING FILE NO. 3-21914 A.RESPONDENT WAYZATA INVESTMENT PARTNERS CEASE AND DESIST FROM COMMITTING OR CAUSING ANY VIOLATIONS AND ANY FUTURE VIOLATIONS OF SECTION 206(4) OF THE ADVISERS ACT AND RULE 206(4)-5 THEREUNDER. B.RESPONDENT WAYZATA INVESTMENT PARTNERS IS CENSURED. C.RESPOND… | Final | $60K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/132046/brochure
- Similar advisers: https://search.stillhousedata.com/firm/132046/similar
- Related entities: https://search.stillhousedata.com/firm/132046/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/132046

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.