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ZUNA LLC
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CRD # | 306113 |
SEC # | 801-117623 |
CIK # | |
AUM | $289.8 MM (2024-02-27) |
Employees | 6 (83% Investors, 0% Brokers) |
Phone | 971-339-5701 |
Address | 3903 S Kelly Ave Portland, OR 97239 |
Source | [IAPD] [Website] [LinkedIn] |
Total AUM ($MM) |
---|
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 |
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PR | 0.3 |
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TX | 0.3 |
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NV | 0.3 |
HST Ventures LLC
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UT | 0.3 |
SQN Capital Management LLC
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NY | 0.3 |