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 ID | 805-2803373522 |
| Fund type | Private Equity Fund |
| 3(c)(1) exclusion | Yes |
| 3(c)(7) exclusion | No |
| Master fund | No |
| Feeder fund | No |
| Fund of funds | No |
| Relies on exemption from registration | Yes |
| Annual audit | Yes |
| Prepared per GAAP | Yes |
| Sub-advised | No |
| Sales limited to qualified investors | Yes |
| % of assets independently valued | 100% |
Other funds from this manager
| Fund | Type | Gross assets |
|---|---|---|
| Glide Direct Series LLC - Bzwa Whitehorse V Secondaries Access Fund Sp | Liquidity | $8.7M |
| Glide Direct Series, LLC Bzwa L Catterton X Access Fund | Private Equity | $7.4M |
| Glide Direct Series LLC - Bzwa Hunter Point Capital Investors Segregated Portfolio | Private Equity | $6.2M |
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
B
Los Angeles, CA
Reported gross assets
$3.3MNo change
Mar '25Form ADV, monthlyJun '26
How this fund compares
Gross assetsTop 88%
Larger than 12% of 67,041 private funds
Gross assets vs Private Equity FundsTop 88%
Larger than 12% of 31,066 private equity funds
Minimum investmentTop 90%
Higher than 10% of funds reporting a minimum
Investor base
Adviser & related persons9%
Funds of funds%
Non-U.S. persons%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.