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Wayzata Investment Partners LLC

● SEC registered since 2004CRD 132046SEC# 801-63304Wayzata, MN
Export (members)
Ranks #5,969 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$9.4M
Fund GAV
$9.4M
Private funds
2
Employees
4
Accounts
2
Location
Wayzata, MN

Wayzata Investment Partners LLC assets under management

Wayzata Investment Partners LLC operates as an SEC-registered investment adviser based in Wayzata, MN. The firm has been registered since 2004. It reports $9.4 million in regulatory assets under management and employs 4 people. Wayzata Investment Partners LLC manages 2 private funds with combined gross assets of $9.4 million, including Wayzata Opportunities Fund III, L.P. By regulatory assets, it ranks 5,969 of 6,004 private fund managers.

Wayzata Investment Partners LLC private funds

2 funds · $9.4M GAV
FundTypeGross assetsMin.
Wayzata Opportunities Fund III, L.P.Hedge$9.1M$10M
Wayzata Opportunities Fund Offshore III, L.P.Hedge$324K$10M

Wayzata Investment Partners LLC owners & executives

21 reported
NameTitleOwnershipSince
Ajz Windmill LLC ControlMember10-25%2009
Bcwl Holdings, LLC ControlMember10-25%2009
Blake Matthew CarlsonMember/Manager Of Bcwl Holdings, LlcUnder 5%2009
John Edward FoleyMember/Manager Of The Ajz Windmill LlcUnder 5%2009
Kelly Marie Aubrey ControlChief Operations OfficerUnder 5%2016
Map Holdings LLC ControlMember50-75%2009
Mary Irene Burns ControlVice President And Chief Compliance OfficerUnder 5%2017
Patrick Joseph Halloran ControlManagerUnder 5%2004
Pia Ellen Schutt ControlChief Financial OfficerUnder 5%2016
Blake M. Carlson Living Trust Dated May 24, 2010 ControlMember50-75%2010
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Frequently asked questions

How much does Wayzata Investment Partners LLC manage?

Wayzata Investment Partners LLC reports $9.4 million in regulatory assets under management on its Form ADV.

How many private funds does Wayzata Investment Partners LLC manage?

Wayzata Investment Partners LLC manages 2 private funds with combined gross assets of $9.4 million.

How many employees does Wayzata Investment Partners LLC have?

Wayzata Investment Partners LLC reports 4 employees.

Where is Wayzata Investment Partners LLC located?

Wayzata Investment Partners LLC is based in Wayzata, MN and has been SEC-registered since 2004.

Does Wayzata Investment Partners LLC disclose fund performance?

Wayzata Investment Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1907 E Wayzata Blvd, Suite 300, Wayzata, MN 55391
Phone952-345-0700
Office hours8:00 a.m. - 5:00 p.m. Central Standard Time
SEC regionChicago Regional Office (CHRO)
CIK1389839
Discloses disciplinary historyYes

Regulatory AUM

$9.4M▼ 80%
Mar '25 — $45.8MApr '25 — $45.8MMay '25 — $45.8MJun '25 — $45.8MJul '25 — $45.8MAug '25 — $45.8MSep '25 — $45.8MOct '25 — $45.8MNov '25 — $45.8MDec '25 — $45.8MJan '26 — $45.8MFeb '26 — $45.8MMar '26 — $9.4MApr '26 — $9.4MMay '26 — $9.4MJun '26 — $9.4M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
AUM vs fund managersTop 99%
Larger than 1% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 69%
More than 31% of 16,825 advisers

Assets under management

$9.4Mregulatory AUM
Discretionary $9.4M

Service providers