ZUNA, LLC

ZUNA, LLC of PORTLAND, OR is an SEC-registered investment adviser (CRD 306113). Regulatory assets under management: $411.3M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Pooled vehicles, Pensions.

Officers, owners & control persons (9)

NameRoleLocation
Greg Lee KolenoDIRECTOR & SHAREHOLDER—
Aalok Kirit ShahDIRECTOR & SHAREHOLDER; MANAGER & CCO—
Carrie Anne HepburnDIRECTOR & SHAREHOLDER; MANAGER—
MILLER GREGORYDIRECTOR & SHAREHOLDER—
SHAH AALOK KIRITDIRECTOR & SHAREHOLDER; MANAGER; MANAGER & CCO (+1 more)—
BELL LAURI ANNDIRECTOR & SHAREHOLDER; MANAGER; MANAGING MEMBER—
TREICHEL BONNIE MDIRECTOR & SHAREHOLDER; MANAGER & CCO; MANAGING MEMBER—
Hepburn Carrie AnneDIRECTOR & SHAREHOLDER; MANAGER; MANAGING MEMBER—
Koleno Greg LeeDIRECTOR & SHAREHOLDER—

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