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Manager · Wayzata Investment Partners LLC

Patrick J. Halloran

CRD 1686827 · 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 Patrick J. Halloran on its Form ADV as Manager, a control person.

Firms and roles

AtlasMembers

Patrick’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

  • 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
  • Pia E. SchuttChief Financial Officer, Wayzata Investment Partners LLC

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