WAYZATA INVESTMENT PARTNERS LLC of WAYZATA, MN is an SEC-registered investment adviser (CRD 132046). Regulatory assets under management: $9.4M. This firm reports disciplinary history on Form ADV.
Compensation: Performance.
Clients served: Investment cos.
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 | — |
| 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 |