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| Blue Zone Wealth Advisors LLC
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|---|---|
| CRD # | 305943 |
| SEC # | 801-117548 |
| CIK # | 0001803106 |
| AUM | $770.0 M (2026-03-30) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 310-310-2789 |
| Address | 11812 San Vicente Blvd Los Angeles, CA 90049 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 41.3 | ||
| Alphabet Inc | 33.8 | ||
| Apple Inc | 30.2 | ||
| Nvidia Corp | 25.9 | ||
| Microsoft Corp | 22.9 | ||
| Facebook Inc | 18.0 | ||
| CrowdStrike Holdings Inc | 11.8 | ||
| UnitedHealth Group Inc | 11.4 | ||
| Brookfield Asset Management Inc | 11.0 | ||
| Alphabet Inc | 9.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Glide Direct Series LLC BZWA L Catterton X Access Fund | 2025-11-20 | 7.4 | |
| PE | Glide Direct Series LLC - BZWA Hunter Point Capital Investors Segregated Portfolio | 2025-03-31 | 6.2 | |
| LF | Glide Direct Series LLC - BZWA WhiteHorse V Secondaries Access Fund SP | 2023-10-31 | 8.7 | |
| PE | Blue Zone Wealth Advisors SPV I Simplifya | 2022-03-30 | 3.3 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 77 | 26.1 |
| (b) Individuals (high net worth individuals) | 104 | 743.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 574 | 770.0 |
| By Discretionary | ||
| Discretionary | 574 | 770.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 574 | 770.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 770.0 | |
| Total | 574 | 770.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001803106] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
M Kulyk & Associates LLC
✚
|
0.8 | |
|
Torreyana Capital LLC
✚
|
CA | 0.8 |
|
Huntleigh Advisors Inc
✚
|
MO | 0.8 |
|
Goalvest Advisory LLC
✚
|
NY | 0.8 |
|
Harvest Investment Services LLC
✚
|
IL | 0.8 |
|
SFE Investment Counsel Inc
✚
|
CA | 0.7 |
|
Doliver Advisors LP
✚
|
TX | 0.7 |
|
Morangie Management LLC
✚
|
FL | 0.7 |
|
Harbour Capital Advisors LLC
✚
|
VA | 0.7 |
|
Integra Global Advisors LLC
✚
|
CT | 0.7 |