ZUNA LLC

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Assets, Funds, Holdings

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ZUNA LLC
CRD #306113
SEC #801-117623
CIK #
AUM $289.8 MM (2024-02-27)
Employees 6 (83% Investors, 0% Brokers)
Phone971-339-5701
Address3903 S Kelly Ave
Portland, OR 97239
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
3002401801206002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 55 276.4
(h) Charitable organizations 1 13.4
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 56 289.8
By Discretionary
Discretionary 54 279.3
Non-Discretionary 2 10.5
Total 56 289.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 289.8
Total 56 289.8
Comparable Firms State AUM ($BB)
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CA 0.3
Cavalier Investments LLC
GA 0.3
Piper Sandler Finance Management LLC
MN 0.3
Matthew 25 Management Corp
PA 0.3
Faction Ventures LLC
CA 0.3
Arco Global Management LLC
PR 0.3
White Rock Oil & Gas Holdings LLC
TX 0.3
Southwest Money Management Inc
NV 0.3
HST Ventures LLC
UT 0.3
SQN Capital Management LLC
NY 0.3
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