BLUE ZONE WEALTH ADVISORS, LLC of LOS ANGELES, CA is an SEC-registered investment adviser (CRD 305943). Regulatory assets under management: $770.0M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Judith Maria Lu | OWNER & CHIEF COMPLIANCE OFFICER | — |
| Bryan James Lee | CHIEF INVESTMENT OFFICER | — |
| Joshua Martin Sailar | OWNER | — |
| LEE QUINCY JAMES | CHIEF INVESTMENT OFFICER | — |
| LU JUDITH MARIA | OWNER & CHIEF COMPLIANCE OFFICER | — |
| BENCIVENGA MARC | CHIEF COMPLIANCE OFFICER | — |
| MOSKAL MELISSA | OWNER | — |
| SAILAR JOSHUA MARTIN | OWNER | — |
| Carolyn Stacey Tarantino | CHIEF OPERATIONS OFFICER | — |
Private Equity Fund: 3 · Liquidity Fund: 1
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| GLIDE DIRECT SERIES LLC - BZWA WHITEHORSE V SECONDARIES ACCESS FUND SP | Liquidity Fund | Delaware | 43 | $8.7M | $100K |
| GLIDE DIRECT SERIES, LLC BZWA L CATTERTON X ACCESS FUND | Private Equity Fund | Delaware | 39 | $7.4M | $100K |
| GLIDE DIRECT SERIES LLC - BZWA HUNTER POINT CAPITAL INVESTORS SEGREGATED PORTFOLIO | Private Equity Fund | Delaware | 45 | $6.2M | $100K |
| BLUE ZONE WEALTH ADVISORS SPV I SIMPLIFYA | Private Equity Fund | Delaware | 30 | $3.3M | $25K |