Zuna, LLC
Zuna, LLC is an SEC-registered ria in Portland, OR with $411.3M assets under management (AUM, regulatory AUM), +6% over one year. See who owns Zuna, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 306113, SEC 801-117623, data through 2026-03-10.
- AUM (assets under management / regulatory AUM)
- $411.3M (2026-03-10)
- Firm type
- Ria
- Location
- Portland, OR
- Employees
- 6
- Clients
- 58
- CRD
- 306113
- Ownership
- Hepburn, Carrie, Anne; LAIR HILL PARTNERS, INC. DBA ZUNA HOLDINGS; SHAH, AALOK, KIRIT; TREICHEL, BONNIE, M; BELL, KATRINA, ANN
How much AUM does Zuna, LLC have?
Zuna, LLC reported $411.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-10).
Who owns Zuna, LLC?
Disclosed owners and executives of Zuna, LLC include Hepburn, Carrie, Anne, LAIR HILL PARTNERS, INC. DBA ZUNA HOLDINGS, SHAH, AALOK, KIRIT, TREICHEL, BONNIE, M, BELL, KATRINA, ANN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.