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Building 2WAYZATA INVESTMENT PARTNERS LLC

Map pinWAYZATA, MN
Phone952-345-0700
NotebookSEC #801-63304
Total AUM
$9.4M
Employees
4
Clients
2

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1907 E WAYZATA BLVD
SUITE 300
WAYZATA
MN 55391
United States
Operating Hours
8:00 AM - 5:00 PM CENTRAL STANDARD TIME
Monday - Friday
Phone
952-345-0700

ReceiptFinancials

Total AUM
$9.4M
Accounts
2
Discretionary
$9.4M
Accounts
2
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
2
AUM
$9.4M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Performance-Based

Shield checkCompliance

Disclosures
SEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
MAMN

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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