{
  "crd_number": 306113,
  "slug": "zuna-llc-portland-or-306113",
  "primary_business_name": "ZUNA, LLC",
  "legal_name": "ZUNA, LLC",
  "dbas": [],
  "city": "Portland",
  "state": "OR",
  "country": "United States",
  "cbsa_code": "38900",
  "metro": {
    "cbsa_code": "38900",
    "common_name": "Portland",
    "msa_name": "Portland-Vancouver-Hillsboro, OR-WA",
    "path": "/advisors/or/portland"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-11-14",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-03-10",
  "carried_forward": false,
  "raum_total": 411282994.0,
  "raum_discretionary": 397417865.0,
  "raum_non_discretionary": 13865129.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 6,
  "advisory_employees": 5,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": null,
      "count": 0
    },
    "charitable": {
      "raum": 14808919.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": null,
      "count": 0
    },
    "banking_thrift": {
      "raum": null,
      "count": 0
    },
    "state_municipal": {
      "raum": null,
      "count": 0
    },
    "insurance_companies": {
      "raum": null,
      "count": 0
    },
    "investment_companies": {
      "raum": null,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 392856730.0,
      "count": 57
    },
    "other_investment_advisers": {
      "raum": null,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": null,
      "count": 0
    },
    "pooled_investment_vehicles": {
      "raum": null,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 3617345.0,
      "count": 0,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": null,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": null,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "pension_consulting",
    "portfolio_management_businesses_institutional"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "OR"
  ],
  "websites": [
    "https://linkedin.com/company/teamzuna",
    "https://teamzuna.com",
    "https://youtube.com/channel/UCWpAV5dDarQecvQzoXznW1w/featured"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/306113",
  "city_as_filed": "PORTLAND",
  "url": "https://advisorcensus.com/firm/zuna-llc-portland-or-306113",
  "display_name": "Zuna, LLC",
  "summary": "Zuna, LLC is an SEC-registered investment advisory firm in Portland, OR, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 10, 2026.",
  "citation": "AdvisorCensus. Zuna, LLC (CRD 306113): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Zuna, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Zuna, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Zuna, LLC located?",
      "a": "Zuna, LLC's principal office is in Portland, OR, according to its Form ADV."
    },
    {
      "q": "Is Zuna, LLC registered with the SEC or a state?",
      "a": "Zuna, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 306113."
    },
    {
      "q": "How much does Zuna, LLC manage?",
      "a": "Zuna, LLC reports $411,282,994 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (97% discretionary)."
    },
    {
      "q": "How have Zuna, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Zuna, LLC: Regulatory assets under management: $219,683,054 in the October 2021 data and $411,282,994 in the October 2026 data, up 87%. Total employees: 4 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Zuna, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (57); charitable organizations (1)."
    },
    {
      "q": "Does Zuna, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/306113"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 219683054.0,
      "total_employees": 4,
      "filing_date": "2021-02-25"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 2640011.0,
      "total_employees": 4,
      "filing_date": "2022-07-13"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 206683184.0,
      "total_employees": 6,
      "filing_date": "2023-03-01"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 289769582.0,
      "total_employees": 6,
      "filing_date": "2024-02-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 389551160.0,
      "total_employees": 6,
      "filing_date": "2025-02-20"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 411282994.0,
      "total_employees": 6,
      "filing_date": "2026-03-10"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/zuna-llc-portland-or-306113.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 57,
      "fewer_than_5": false,
      "raum": 392856730.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 14808919.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": true,
      "raum": 3617345.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/306113",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}