# ZUNA, LLC

ZUNA, LLC of PORTLAND, OR is an SEC-registered investment adviser.

## Registration

- CRD: 306113
- Type: SEC-registered investment adviser
- SEC file number: 801-117623
- Location: 3903 S KELLY AVE, PORTLAND, OR, 97239
- Phone: 971-339-5701
- Latest filing: 2026-03-10
- Regulatory AUM: $411.3M
- Discretionary AUM: $397.4M
- Non-discretionary AUM: $13.9M
- Clients: 6
- Accounts: 60

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Pooled vehicles, Pensions

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Greg Lee Koleno | DIRECTOR & SHAREHOLDER | — |
| Aalok Kirit Shah | DIRECTOR & SHAREHOLDER; MANAGER & CCO | — |
| Carrie Anne Hepburn | DIRECTOR & SHAREHOLDER; MANAGER | — |
| MILLER GREGORY | DIRECTOR & SHAREHOLDER | — |
| SHAH AALOK KIRIT | DIRECTOR & SHAREHOLDER; MANAGER; MANAGER & CCO (+1 more) | — |
| BELL LAURI ANN | DIRECTOR & SHAREHOLDER; MANAGER; MANAGING MEMBER | — |
| TREICHEL BONNIE M | DIRECTOR & SHAREHOLDER; MANAGER & CCO; MANAGING MEMBER | — |
| Hepburn Carrie Anne | DIRECTOR & SHAREHOLDER; MANAGER; MANAGING MEMBER | — |
| Koleno Greg Lee | DIRECTOR & SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/306113/brochure
- Similar advisers: https://search.stillhousedata.com/firm/306113/similar
- Related entities: https://search.stillhousedata.com/firm/306113/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/306113

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.