| Name | Title | Ownership | Since |
|---|---|---|---|
| Aalok Kirit Shah Control | Manager & Cco | Under 5% | 2019 |
| Carrie Anne Hepburn Control | Manager | Under 5% | 2019 |
| Lair Hill Partners, Inc. Dba Zuna Holdings Control | Sole Owner | Over 75% | 2019 |
Zuna, LLC reports $389.6 million in regulatory assets under management on its Form ADV.
Zuna, LLC reports 6 employees.
Zuna, LLC is based in Portland, OR and has been SEC-registered since 2019.
Zuna, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3903 S Kelly Ave, Portland, OR 97239 |
| Phone | 971-339-5701 |
| Office hours | 8:30 - 5:00 |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $376.8M |
| Non-discretionary | $12.8M |
| Total (RAUM) | $389.6M |