Managers/Private equity/California/Blue Zone Wealth Advisors

Blue Zone Wealth Advisors

Blue Zone Wealth Advisors is a private equity manager in Los Angeles, CA. It is registered with the SEC as an investment adviser with $770M in regulatory assets and 7 staff.

Funds on file
0
Raised, all funds
None yet
Regulatory assets
$770M
Staff
7
Pension investors
None found
See the adviser's own filing →

Adviser record

RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$770M
Employees7
Clients104 wealthy individuals and 77 individuals.
Control personsJudith, Maria Lu.
Private funds2 private funds holding $16.8M in gross assets.

Private funds it reports

FundTypeGross assets
Glide Direct Series LLC - Bzwa Whitehorse V Secondaries Access Fund SP Cash fund $13.5M
Blue Zone Wealth Advisors SPV I Simplifya Private equity $3.3M