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RIA · CRD 332244State-Registered Investment Adviser

Updated:

Hyland Lake Partners

Hyland Lake Partners provides customized personal financial planning and wealth management. They deliver comprehensive financial planning, investment...

Overview

Hyland Lake Partners provides customized personal financial planning and wealth management. They deliver comprehensive financial planning, investment strategies, and guidance as a fiduciary. All advisors are CERTIFIED FINANCIAL PLANNER professionals. Investment advisory services are offered through Hyland Lake Partners, LLC, a Minnesota registered investment advisor.

General information

Firm type

RIA

Location

Region

North America

Country

United States

City

Edina

Corporate office

Chicago, IL, United States

Principals

John P. Hyland Jr.

Principal

Sector focus

Enterprise SoftwareReal EstatePrivate CreditFinTech

Frequently asked questions

What is the wealth origin behind Hyland Lake Partners?

The capital traces to the 2007 sale of Hyland Software, an enterprise content management company, to private equity firm Thoma Bravo for $265 million. John P. Hyland Jr. co-founded Hyland Software in 1991 and led the company for 17 years before the exit.

Which sectors does Hyland Lake Partners avoid?

The firm has no known activity in consumer-facing technology, biotechnology, traditional energy, or early-stage venture. Its focus remains tightly concentrated on enterprise software, real estate lending, and structured credit.

What is Hyland Lake Partners' geographic focus?

The real estate lending practice concentrates on major Midwestern markets, particularly Chicago, Cleveland, and Detroit. Software investments are sourced nationally, with no geographic restriction but a bias toward companies where management teams are accessible from the Midwest.

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