WAYZATA INVESTMENT PARTNERS LLC
CRD #132046 SEC #801-63304 WAYZATA, MN 952-345-0700
SEC Registered Private Funds Disclosures
Total AUM
$45.8M
Discretionary
$45.8M
Employees
5
Clients
--
Accounts
2
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $45.8M | $45.8M | $0 | 5 | 0 |
| Oct 2024 | $183.8M | $183.8M | $0 | 7 | 0 |
| Oct 2024 | $183.8M | $183.8M | $0 | 7 | 0 |
| Mar 2024 | $376M | $376M | $0 | 7 | 0 |
| Mar 2023 | $644.4M | $644.4M | $0 | 7 | 0 |
| Mar 2022 | $697.4M | $697.4M | $0 | 7 | 0 |
| Mar 2021 | $805M | $805M | $0 | 7 | 0 |
| Mar 2020 | $821.7M | $821.7M | $0 | 7 | 0 |
| Mar 2019 | $1.1B | $1.1B | $0 | 7 | 0 |
| Mar 2018 | $1.4B | $1.4B | $0 | 16 | 0 |
| Nov 2017 | $2.7B | $2.7B | $0 | 19 | 0 |
| Sep 2017 | $4.3B | $4.3B | $0 | 26 | 1 |
| Mar 2017 | $4.3B | $4.3B | $0 | 26 | 1 |
| Oct 2016 | $4.6B | $4.6B | $0 | 33 | 1 |
| Jun 2016 | $4.6B | $4.6B | $0 | 33 | 1 |
| Apr 2016 | $4.6B | $4.6B | $0 | 33 | 1 |
| Mar 2016 | $4.6B | $4.6B | $0 | 33 | 1 |
| Oct 2015 | $5.6B | $5.6B | $0 | 33 | 1 |
| Jul 2015 | $5.6B | $5.6B | $0 | 33 | 1 |
| Jul 2015 | $5.6B | $5.6B | $0 | 33 | 1 |
| Mar 2015 | $5.6B | $5.6B | $0 | 33 | 1 |
| Mar 2014 | $7.4B | $7.4B | $0 | 39 | 11 |
| Sep 2013 | $8B | $8B | $0 | 43 | 11 |
| Mar 2013 | $7.9B | $7.9B | $0 | 42 | 11 |
| Aug 2012 | $8.5B | $8.5B | $0 | 11 | 11 |
| Mar 2012 | $7.4B | $7.4B | $0 | 11 | 1 |
| Mar 2011 | $7.2B | $7.2B | $0 | -- | -- |
| Oct 2010 | $6.2B | $6.2B | $0 | -- | -- |
| Mar 2009 | $5.5B | $5.5B | $0 | -- | -- |
| Nov 2007 | $2.6B | $2.6B | $0 | -- | -- |
| Aug 2007 | $2.6B | $2.6B | $0 | -- | -- |
| Mar 2007 | $2.5B | $2.5B | $0 | -- | -- |
| Dec 2006 | $2.5B | $2.5B | $0 | -- | -- |
| Mar 2006 | $1.7B | $1.7B | $0 | -- | -- |
| Mar 2006 | $1.7B | $1.7B | $0 | -- | -- |
| Jul 2004 | $1.2B | $1.2B | $0 | -- | -- |
| Jun 2004 | $1.2B | $1.2B | $0 | -- | -- |
DateMar 2025
Total AUM$45.8M
Discretionary$45.8M
Non-Disc.$0
Employees5
Clients0
DateOct 2024
Total AUM$183.8M
Discretionary$183.8M
Non-Disc.$0
Employees7
Clients0
DateOct 2024
Total AUM$183.8M
Discretionary$183.8M
Non-Disc.$0
Employees7
Clients0
DateMar 2024
Total AUM$376M
Discretionary$376M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$644.4M
Discretionary$644.4M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$697.4M
Discretionary$697.4M
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$805M
Discretionary$805M
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$821.7M
Discretionary$821.7M
Non-Disc.$0
Employees7
Clients0
DateMar 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees16
Clients0
DateNov 2017
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees19
Clients0
DateSep 2017
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees26
Clients1
DateMar 2017
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees26
Clients1
DateOct 2016
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees33
Clients1
DateJun 2016
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees33
Clients1
DateApr 2016
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees33
Clients1
DateMar 2016
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees33
Clients1
DateOct 2015
Total AUM$5.6B
Discretionary$5.6B
Non-Disc.$0
Employees33
Clients1
DateJul 2015
Total AUM$5.6B
Discretionary$5.6B
Non-Disc.$0
Employees33
Clients1
DateJul 2015
Total AUM$5.6B
Discretionary$5.6B
Non-Disc.$0
Employees33
Clients1
DateMar 2015
Total AUM$5.6B
Discretionary$5.6B
Non-Disc.$0
Employees33
Clients1
DateMar 2014
Total AUM$7.4B
Discretionary$7.4B
Non-Disc.$0
Employees39
Clients11
DateSep 2013
Total AUM$8B
Discretionary$8B
Non-Disc.$0
Employees43
Clients11
DateMar 2013
Total AUM$7.9B
Discretionary$7.9B
Non-Disc.$0
Employees42
Clients11
DateAug 2012
Total AUM$8.5B
Discretionary$8.5B
Non-Disc.$0
Employees11
Clients11
DateMar 2012
Total AUM$7.4B
Discretionary$7.4B
Non-Disc.$0
Employees11
Clients1
DateMar 2011
Total AUM$7.2B
Discretionary$7.2B
Non-Disc.$0
Employees--
Clients--
DateOct 2010
Total AUM$6.2B
Discretionary$6.2B
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$5.5B
Discretionary$5.5B
Non-Disc.$0
Employees--
Clients--
DateNov 2007
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees--
Clients--
DateAug 2007
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees--
Clients--
DateDec 2006
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees--
Clients--
DateJul 2004
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees--
Clients--
DateJun 2004
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees--
Clients--