PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Zona Uc, LLC

Private Equity FundFund ID 805-9419318476Arizona, United States
Gross assets
$3.2M
Min. investment
$50K
Beneficial owners
19
Size rank
Top 88%
Audited
Yes
Structure
Standalone

About this fund

Zona Uc, LLC is a private equity fund managed by Watts Gwilliam & Company, LLC. The fund reports $3.2 million in gross assets, placing it among the top 88% of private funds by size. The stated minimum investment is $50,000. 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 ID805-9419318476
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 valued0%

Other funds from this manager

FundTypeGross assets
Vista Capital Fund Iv: Ak Courtyard, LLCReal Estate$4.3M
Vista Capital Fund III, LLCReal Estate$350K

Frequently asked questions

How large is Zona Uc, LLC?

Zona Uc, LLC reports $3.2 million in gross assets, among the top 88% of private funds by size.

What is the minimum investment for Zona Uc, LLC?

The stated minimum investment is $50,000.

Who manages Zona Uc, LLC?

Zona Uc, LLC is managed by Watts Gwilliam & Company, LLC.

Does Zona Uc, LLC disclose returns?

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

Service providers

Prime broker
None reported
Custodian
Auditor

Reported gross assets

$3.2MNo change
Jan '25 — $3.2MFeb '25 — $3.2MMar '25 — $3.2MApr '25 — $3.2MMay '25 — $3.2MJun '25 — $3.2MJul '25 — $3.2MAug '25 — $3.2MSep '25 — $3.2MOct '25 — $3.2MNov '25 — $3.2MDec '25 — $3.2MJan '26 — $3.2MFeb '26 — $3.2MMar '26 — $3.2MApr '26 — $3.2MMay '26 — $3.2MJun '26 — $3.2M
Jan '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 85%
Higher than 15% of funds reporting a minimum

Investor base

Adviser & related persons%
Funds of funds%
Non-U.S. persons%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.