Blue Zone Wealth Advisors, LLC
● SEC registered since 2019CRD 305943SEC# 801-117548Los Angeles, CA
Ranks #3,341 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$770M
Fund GAV
$25.6M
Private funds
4
Employees
7
Accounts
574
Location
Los Angeles, CA
Blue Zone Wealth Advisors, LLC assets under management
Blue Zone Wealth Advisors, LLC is a registered investment adviser overseen by the SEC based in Los Angeles, CA. The firm has been registered since 2019. It reports $770 million in regulatory assets under management and employs 7 people. Blue Zone Wealth Advisors, LLC manages 4 private funds with combined gross assets of $25.6 million, including Glide Direct Series LLC - Bzwa Whitehorse V Secondaries Access Fund Sp. By regulatory assets, it ranks 3,341 of 6,004 private fund managers.
Blue Zone Wealth Advisors, LLC private funds
4 funds · $25.6M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Glide Direct Series LLC - Bzwa Whitehorse V Secondaries Access Fund Sp | Liquidity | $8.7M | $100K |
| Glide Direct Series, LLC Bzwa L Catterton X Access Fund | Private Equity | $7.4M | $100K |
| Glide Direct Series LLC - Bzwa Hunter Point Capital Investors Segregated Portfolio | Private Equity | $6.2M | $100K |
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Join to unlock · $37/moBlue Zone Wealth Advisors, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bryan James Lee | Chief Investment Officer | Under 5% | 2020 |
| Carolyn Stacey Tarantino | Chief Operations Officer | Under 5% | 2023 |
| Joshua Martin Sailar | Owner | 10-25% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Blue Zone Wealth Advisors, LLC manage?
Blue Zone Wealth Advisors, LLC reports $770 million in regulatory assets under management on its Form ADV.
How many private funds does Blue Zone Wealth Advisors, LLC manage?
Blue Zone Wealth Advisors, LLC manages 4 private funds with combined gross assets of $25.6 million.
How many employees does Blue Zone Wealth Advisors, LLC have?
Blue Zone Wealth Advisors, LLC reports 7 employees.
Where is Blue Zone Wealth Advisors, LLC located?
Blue Zone Wealth Advisors, LLC is based in Los Angeles, CA and has been SEC-registered since 2019.
Does Blue Zone Wealth Advisors, LLC disclose fund performance?
Blue Zone Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$770M▲ 36%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 38%
Larger than 62% of 16,271 advisers
AUM vs fund managersTop 56%
Larger than 44% of 6,004 private-fund managers
Number of fundsTop 46%
More funds than 54% of fund managers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$770Mregulatory AUM
Discretionary $770M
Fund type mix
Private Equity3
Liquidity1