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Blue Zone Wealth Advisors SPV I Simplifya

Private Equity FundFund ID 805-2803373522Delaware, United States
Gross assets
$3.3M
Min. investment
$25K
Beneficial owners
30
Size rank
Top 88%
Audited
Yes
Structure
Standalone

About this fund

Blue Zone Wealth Advisors SPV I Simplifya is a private equity fund managed by Blue Zone Wealth Advisors, LLC. The fund reports $3.3 million in gross assets, placing it among the top 88% of private funds by size. The stated minimum investment is $25,000. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.

Fund details

Fund ID805-2803373522
Fund typePrivate Equity Fund
3(c)(1) exclusionYes
3(c)(7) exclusionNo
Master fundNo
Feeder fundNo
Fund of fundsNo
Relies on exemption from registrationYes
Annual auditYes
Prepared per GAAPYes
Sub-advisedNo
Sales limited to qualified investorsYes
% of assets independently valued100%

Ownership

Owned by the adviser or related persons9%
Owned by funds of funds0%
Owned by non-U.S. persons0%

Frequently asked questions

How large is Blue Zone Wealth Advisors SPV I Simplifya?

Blue Zone Wealth Advisors SPV I Simplifya reports $3.3 million in gross assets, among the top 88% of private funds by size.

What is the minimum investment for Blue Zone Wealth Advisors SPV I Simplifya?

The stated minimum investment is $25,000.

Who manages Blue Zone Wealth Advisors SPV I Simplifya?

Blue Zone Wealth Advisors SPV I Simplifya is managed by Blue Zone Wealth Advisors, LLC.

Does Blue Zone Wealth Advisors SPV I Simplifya disclose returns?

No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.

Manager

Service providers

Prime broker
None reported
Custodian
None reported
Administrator
Auditor