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Trustee · Wayzata Investment Partners LLC

Kathleen A. Halloran

CRD 2181619 · Named on Form ADV at one SEC-registered adviser

At a glance

Wayzata Investment Partners LLC, an SEC-registered private fund adviser based in Wayzata, MN with $9 million in regulatory assets, lists Kathleen A. Halloran on its Form ADV as Trustee, a control person.

Firms and roles

AtlasMembers

Kathleen’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

  • Patrick J. HalloranManager, Wayzata Investment Partners LLC
  • John E. FoleyMember/manager of the AJZ Windmill LLC, Wayzata Investment Partners LLC
  • Blake M. CarlsonMember/manager of Bcwl Holdings, LLC, Wayzata Investment Partners LLC
  • Mary I. BurnsVice President and Chief Compliance Officer, Wayzata Investment Partners LLC
  • Kelly M. AubreyChief Operations Officer, Wayzata Investment Partners LLC

1 more person named with Kathleen on the same filings, with titles and firms. Free in Atlas with a free account.

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Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kathleen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.