← 栏目首页 | 数据源：SEC Form ADV Part 1（FOIA 全量数据包）· 该机构最新一次申报（10/13/2024）
WAYZATA INVESTMENT PARTNERS LLC · 所有者与执行高管（CRD 132046）
机构事实页：WAYZATA INVESTMENT PARTNERS LLC 事实页 → | 官方原文：IAPD firm-summary/132046
Schedule A · 直接所有者（10 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| HALLORAN, PATRICK, JOSEPH | 个人 | MANAGER | 是 | NA |
| FOLEY, JOHN, EDWARD | 个人 | VICE PRESIDENT | 是 | NA |
| CARLSON, BLAKE, MATTHEW | 个人 | VICE PRESIDENT | 是 | NA |
| BURNS, MARY, IRENE | 个人 | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | 是 | NA |
| MAP HOLDINGS LLC | 境内实体 | MEMBER | 是 | D |
| AJZ WINDMILL LLC | 境内实体 | MEMBER | 是 | B |
| BCWL HOLDINGS, LLC | 境内实体 | MEMBER | 是 | B |
| AUBREY, KELLY, MARIE | 个人 | CHIEF OPERATIONS OFFICER | 是 | NA |
| SCHUTT, PIA, ELLEN | 个人 | CHIEF FINANCIAL OFFICER | 是 | NA |
| Wallander, Raphael, T | 个人 | LEGAL OFFICER | 是 | NA |
Schedule B · 执行高管（12 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| PATRICK J. HALLORAN LIVING TRUST AGREEMENT | MEMBER | 是 |
| HALLORAN, PATRICK, JOSEPH | MANAGER | 是 |
| HALLORAN, PATRICK, JOSEPH | TRUSTEE | 是 |
| FOLEY, JOHN, EDWARD | MANAGER-MEMBER | 是 |
| CARLSON, BLAKE, MATTHEW | MANAGER | 是 |
| BLAKE M. CARLSON LIVING TRUST DATED MAY 24, 2010 | MEMBER | 是 |
| CARLSON, BLAKE, MATTHEW | TRUSTEE | 是 |
| KATHLEEN A. HALLORAN LIVING TRUST AGREEMENT | MEMBER | — |
| HALLORAN, KATHLEEN, ANNE | TRUSTEE | 是 |
| FOLEY, DANAE, ANN | MEMBER | — |
| CANDACE R. HERSTAD CARLSON LIVING TRUST DATED MAY 24, 2010 | MEMBER | — |
| CARLSON, CANDACE, RAE | TRUSTEE | 是 |
口径：Form ADV 为投资顾问向 SEC/IARD 的申报，所有者与高管为机构自报；本库取该机构在数据区间内的最新一次申报快照（官方数据包截至 2024-12-31），此后的人事变化不在本页反映。持股方式为 ADV 原始代码。
