ZUNA, LLC
Portland, United States · CRD 306113
SEC-registered investment adviser since 2019 · limited liability company. It files no 13F, so there are no holdings to show.
- Assets managed$411.3m
- Main clients (by assets)Pension plans 96%, Charities 4%
- Websiteteamzuna.com
- Form ADV · 2026-03-10SEC adviser record
- Kindinstitutions
- Others nearbyPortland, OR
As an employer
- Staff (Form ADV)6 · 5 in investment roles
- Offices in1 country