Blue Zone Wealth Advisors is a fund manager in Los Angeles with $399.21 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
842785431
SEC advisor number
801-117548
FINRA CRD number
305943
AUM ?
$462.30 mm
(as of 25 Mar 24)
Accounts
414
(as of 25 Mar 24)
Employees
5
(4 investment advisory or research)
Address
Blue Zone Wealth Advisors
11812 SAN VICENTE BLVD
#250
LOS ANGELES
CA 90049
11812 SAN VICENTE BLVD
#250
LOS ANGELES
CA 90049
Phone
(305) 360-6388
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Blue Zone Wealth Advisors, LLC | $399.21 mm | |
Blue Zone Wealth Advisors SPV I Simplifya | $3.30 mm | Other Private Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
17 Apr 24
13F-HR
Quarterly holdings report by institutional manager
9 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Oct 23
13F-HR
Quarterly holdings report by institutional manager
24 Jul 23
13F-HR
Quarterly holdings report by institutional manager
20 Apr 23
13F-HR
Quarterly holdings report by institutional manager
27 Jan 23
13F-HR
Quarterly holdings report by institutional manager
14 Oct 22
13F-HR
Quarterly holdings report by institutional manager
13 Jul 22
13F-HR
Quarterly holdings report by institutional manager
8 Apr 22
13F-HR
Quarterly holdings report by institutional manager
24 Jan 22