| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Glide Direct Series LLC - Bzwa Whitehorse V Secondaries Access Fund Sp | Liquidity | $6.8M | $100K |
| Glide Direct Series LLC - Bzwa Hunter Point Capital Investors Segregated Portfolio | Private Equity | $4.6M | $100K |
| Blue Zone Wealth Advisors SPV I Simplifya | Private Equity | $3.3M | $25K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Bryan James Lee | Chief Investment Officer | Under 5% | 2020 |
| Joshua Martin Sailar | Owner | 10-25% | 2022 |
| Judith Maria Lu Control | Owner & Chief Compliance Officer | Over 75% | 2019 |
Blue Zone Wealth Advisors, LLC reports $564.8 million in regulatory assets under management on its Form ADV.
Blue Zone Wealth Advisors, LLC manages 3 private funds with combined gross assets of $14.7 million.
Blue Zone Wealth Advisors, LLC reports 6 employees.
Blue Zone Wealth Advisors, LLC is based in Los Angeles, CA and has been SEC-registered since 2019.
Blue Zone Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 11812 San Vicente Blvd., Ste. 250, Los Angeles, CA 90049 |
| Phone | (310) 310-2789 |
| Office hours | 8a.m. - 6p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1803106 |
| Discloses disciplinary history | No |
| Discretionary | $564.8M |
| Non-discretionary | $0 |
| Total (RAUM) | $564.8M |