Zuna, LLC
● SEC registered since 2019CRD 306113SEC# 801-117623Portland, OR
Reg. AUM
$411.3M
Employees
6
Accounts
60
Location
Portland, OR
Zuna, LLC assets under management
Zuna, LLC is an investment advisory firm registered with the SEC based in Portland, OR. The firm has been registered since 2019. It reports $411.3 million in regulatory assets under management and employs 6 people.
Zuna, LLC owners & executives
6 reported| 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 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Zuna, LLC manage?
Zuna, LLC reports $411.3 million in regulatory assets under management on its Form ADV.
How many employees does Zuna, LLC have?
Zuna, LLC reports 6 employees.
Where is Zuna, LLC located?
Zuna, LLC is based in Portland, OR and has been SEC-registered since 2019.
Does Zuna, LLC disclose fund performance?
Zuna, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$411.3M▲ 6%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$411.3Mregulatory AUM
Discretionary $397.4MNon-discretionary $13.9M