SourcingSourcing

WAYZATA INVESTMENT PARTNERS LLC

C31
CRD 132046·SEC 801-63304·WAYZATA, MN
AUM
$9.4M
<$25M
Est. Revenue
$94K
@ 1% on AUM
Est. EBITDA
$28K
@ 30% margin
Est. Deal Value
$225K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WAYZATA INVESTMENT PARTNERS LLC
CRD
132046
SEC file #
801-63304
EIN
264597364
DBA names
—

Economics

AUM
$9.4M
AUM band
<$25M
AUM trajectory
'20'26
$1.15B → $9.4M▼ -99%
Client mix
Pooled Investment Vehicles2

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
5 advisors → 2 advisors▼ -60%
Primary office
WAYZATA MN
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
Performance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
2
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MAP HOLDINGS LLC
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
9
Control Persons
MAP HOLDINGS LLC
AJZ WINDMILL LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001553227
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2012-07-13
Edgar Last Filing Date
2013-06-03
Edgar Form D Count
2
Edgar Form D Offerings
2013-06-032013-06-03 · 0000902664-13-002393
2012-07-132012-07-13 · 0001140361-12-033037

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Jpmorgan4
E*trade4
Edgar Addresses
Mailing
C/O WAYZATA INVESTMENT PARTNERS LLC701 EAST LAKE STREET, SUITE 300WAYZATA, MN 55391
Business
C/O WAYZATA INVESTMENT PARTNERS LLC701 EAST LAKE STREET, SUITE 300WAYZATA, MN 55391
Edgar EIN
264597364
Edgar Recent Filings
D/A2013-06-03 · 0000902664-13-002393
D2012-07-13 · 0001140361-12-033037
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (8)

8
FOLEY, JOHN, EDWARD
IAR · Executive Officer · 2.5%
2303774
AUBREY, KELLY, MARIE
Executive Officer · 2.5%
6723085
BURNS, MARY, IRENE
Executive Officer · 2.5%
4813691
HALLORAN, PATRICK, JOSEPH
Executive Officer · 2.5%
1686827
SCHUTT, PIA, ELLEN
Executive Officer · 2.5%
6723086
CARLSON, BLAKE, MATTHEW
Executive Officer · 2.5%
4813696
JAY MICHAEL LAUER
IAR
2735098
NEIS, BRENT, ROBERT
IAR
2867316