The BLUE ZONE WEALTH ADVISORS is a privately held investment adviser that advises $795.56mn in regulatory assets under management held in 2 SEC fund types across 3 investment strategies. BLUE ZONE WEALTH ADVISORS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 170.62% over the last 5-years.
The Group has been registered with the SEC for 6.76 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 11812 SAN VICENTE BLVD. STE. 250, LOS ANGELES, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 7 employees comprised of 6 investment and 1 non-investment staff. The total number of Employees increased by 75% over the last 5-years.
Their $795.56mn in assets advised are owned by 4 private funds, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $743.83mn or 93.5% of Total Assets and Individuals own $26.13mn or 3.28% of Total Assets.
The Group's top investment strategies include Multi Strat, Secondaries and Traditional LBO, representing 37.09%, 34.12% and 28.79% of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 2 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
BLUE ZONE WEALTH ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.