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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| ZUNA LLC
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|---|---|
| CRD # | 306113 |
| SEC # | 801-117623 |
| CIK # | |
| AUM | $389.6 M (2025-02-20) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 971-339-5701 |
| Address | 3903 S Kelly Ave Portland, OR 97239 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| 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 | 57 | 375.5 |
| (h) Charitable organizations | 1 | 14.1 |
| (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 | 58 | 389.6 |
| By Discretionary | ||
| Discretionary | 52 | 376.8 |
| Non-Discretionary | 6 | 12.8 |
| Total | 58 | 389.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 389.6 | |
| Total | 58 | 389.6 |
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MD | 0.4 |
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ESO Management Services LLC
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NY | 0.4 |
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Seymour Asset Management LLC
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NY | 0.4 |
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Social Leverage Advisors LLC
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AZ | 0.4 |