H
$93.4M Total AUM
$93.4M Disc. AUM
-- 3Y CAGR
3 Employees
78 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-06-2025
- Office Locations
- 1
Office Locations
7401 Metro Blvd Suite 555 Edina MN
About Hyland Lake Partners
Hyland Lake Partners is a Edina-based RIA. The firm has been operating for 1 years. Managing $93.4M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include 529 Plans, Asset Management, Estate Planning.
Team overview
38 AVG AGE
$46.7M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
1.5 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Momentum prime Insight
Client Personas
Catalyst prime
Investment Themes
Momentum Zenith
Investment Vehicles
Vital
Services
Alpha Zenith Element zenith Matrix focus Pathway Value pioneer Timber Vertex
Owner & Executives
JAMES WILLIAM BRYAN JR
Chief Compliance Officer
- CRD
- #2341167
- Ownership
- Less than 5%
(750) 939-6173
crest.pioneer@catalystcapital.com
in linkedin.com/in/foundation-harbor
M
Matthew Laciskey
Financial Planner, PRINCIPAL
- CRD
- #7340836
- Ownership
- Less than 5%
(252) 616-4763
matrix.signal@wavecapital.com
in linkedin.com/in/capital-catalyst
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $93,354,648 | -- |
| Non-Discretionary | $0 | -- |
| Total | $93,354,648 | -- |
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Separately Managed Accounts
Total SMA Asset: $93,354,648
Public Funds:
31.5% Cash:
30.1% Equity - Exchange:
20.6% Other:
17.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $155,031,495 | 31.5% |
| Cash | $148,141,207 | 30.1% |
| Equity - Exchange | $101,385,676 | 20.6% |
| Other | $87,605,099 | 17.8% |
| Total | $492,163,477 | 100.0% |