Zuna, LLC
Firm details
- Headquarters
- Portland, Oregon
- CRD number
- 306113
- Registered since
- November 14, 2019
- Website
- www.teamzuna.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Pension & Profit Sharing Plans95.52%
- Charitable Organizations3.6%
- Corporations / Businesses0.88%
- Services
- Portfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Zuna, LLC is an institutional registered investment adviser formed as an LLC and SEC-registered in 2019. Its client base is institutional, and the firm frames its advisory work around portfolio management for businesses and institutions and pension consulting. Fee arrangements are flexible and include percentage-of-assets, hourly charges, and fixed fees. Zuna is not positioned as a capital allocator and does not report active ESG investing. It identifies as a pension consultant and is structured to serve institutional mandates rather than retail households.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents3%
- US Government Bonds2%
Owners & executives
1 of 1
Aalok Shah
Chief Financial OfficerCRD 3244464
Contacts
2 of 2
Carrie Hepburn
Retirement Plan SpecialistCRD 6669044
Thomas Greider
DirectorCRD 4987763
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Portland, OR
Washington
Location
Portland, OR
Headquartered in Portland, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Washington
- Address
- 3903 S Kelly Ave
- Time zone
- PT (UTC-8)
- Office locations
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