Skip to the page

Data / Investment advisers / Minnesota / Wayzata

Investment advisers in Wayzata, MN: 17 firms, $266 billion in AUM

17 investment advisers have their main office in Wayzata, Minnesota: 16 SEC registered and 1 exempt reporting. The registered advisers report $266 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Garda Capital Partners with $207 billion.

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

  • 17Advisers
  • 16SEC registered
  • 1Exempt reporting
  • $266 billionTotal AUM
  • 14Advisers over $100 million
  • 7Manage private funds
  • November 2, 2026File date

Largest advisers by AUM

Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
Garda Capital PartnersWayzata$207.10 billion32241(612) 330-4900gardacp.dkadviserinfo.sec.gov
Walleye Capital LLCWayzata$52.11 billion103805(952) 345-5200walleyecapital.comadviserinfo.sec.gov
Black Lake Investments LLCWayzata$1.19 billion15Not listed(215) 913-2782blacklakeinvestments.comadviserinfo.sec.gov
Minneapolis Portfolio Management Group, LLCWayzata$1.10 billion1,8309Not listed(612) 334-2000adviserinfo.sec.gov
North Sky Capital, LLCWayzata$986.1 million151715(612) 435-7150adviserinfo.sec.gov
Estuary Capital Management LPWayzata$853.9 million3131(612) 895-5515adviserinfo.sec.gov
360 FinancialWayzata$700.5 million2,07916Not listed(952) 542-8900adviserinfo.sec.gov
Fiat Wealth ManagementWayzata$517.4 million2,25718Not listed(952) 426-9116adviserinfo.sec.gov
Perceptive Edge Investment Management, Inc.Wayzata$505 million2154Not listed(952) 476-2770perceptive-edge.comadviserinfo.sec.gov
Hunter Street Partners, LPWayzata$313 million794(612) 404-3100hunterst.comadviserinfo.sec.gov
AcmWayzata$231.2 million140Not listed(612) 217-1143asymmetriccap.comadviserinfo.sec.gov
Bannerstone CapitalWayzata$155.3 million5493Not listed(952) 249-8888bannerstonecapital.comadviserinfo.sec.gov
Perkins Capital Management IncWayzata$147.8 million1389Not listed(952) 473-8367perkinscapital.comadviserinfo.sec.gov
Somerset Group LLCWayzata$145.6 million1613Not listed(952) 681-7254somerset-group.comadviserinfo.sec.gov
Wayzata Investment Partners LLCWayzata$9.4 million242(952) 345-0700adviserinfo.sec.gov
Everstream Energy Capital Advisers, LLCWayzataNot listedNot listedNot listed4(952) 797-4946everstreamcapital.comadviserinfo.sec.gov
Boria Wealth Management, LTDWayzataNot listed01Not listed(952) 994-8657adviserinfo.sec.gov

Advisers in Wayzata that manage private funds

7 advisers report private funds. The 30 with the most funds.

AdviserCityStatePrivate fundsHedgePrivate equityVenture capitalReal estateFund gross assetsAUMSource
North Sky Capital, LLCWayzataMN15Not listed17Not listed$1.11 billion$986.1 millionadviserinfo.sec.gov
Walleye Capital LLCWayzataMN55Not listedNot listedNot listed$53.34 billion$52.11 billionadviserinfo.sec.gov
Hunter Street Partners, LPWayzataMN4Not listed1Not listedNot listed$277.7 million$313 millionadviserinfo.sec.gov
Everstream Energy Capital Advisers, LLCWayzataMN4Not listed4Not listedNot listed$75.2 millionNot listedadviserinfo.sec.gov
Wayzata Investment Partners LLCWayzataMN22Not listedNot listedNot listed$9.4 million$9.4 millionadviserinfo.sec.gov
Garda Capital PartnersWayzataMN11Not listedNot listedNot listed$207.10 billion$207.10 billionadviserinfo.sec.gov
Estuary Capital Management LPWayzataMN11Not listedNot listedNot listed$853.9 million$853.9 millionadviserinfo.sec.gov

Newest SEC registrations in Wayzata

1 adviser with an SEC status effective in the 90 days to November 2, 2026.

AdviserCityStateSEC status effectiveAUMWebsiteSource
Boria Wealth Management, LTDWayzataMNSeptember 24, 2026Not listedadviserinfo.sec.gov

Also on SpecStream

Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.