ZUNA, LLC
CRD #306113 SEC #801-117623 PORTLAND, OR 971-339-5701
SEC Registered
Total AUM
$389.6M
Discretionary
$376.8M
Employees
6
Clients
0
Accounts
58
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Oregon
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 20, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BELL, KATRINA, ANN | I | MANAGER | NA | Control |
| BELL, KATRINA, ANN | I | MANAGER | NA | Control |
| BELL, KATRINA, ANN | I | MANAGER | NA | Control |
| BELL, KATRINA, ANN | I | MANAGER | NA | Control |
| BELL, KATRINA, ANN | I | MANAGER | NA | Control |
| BELL, KATRINA, ANN | I | MANAGER | NA | Control |
| Hepburn, Carrie, Anne | I | MANAGER | NA | Control |
| Hepburn, Carrie, Anne | I | MANAGER | NA | Control |
| Hepburn, Carrie, Anne | I | MANAGER | NA | Control |
| Hepburn, Carrie, Anne | I | MANAGER | NA | Control |
| Hepburn, Carrie, Anne | I | MANAGER | NA | Control |
| Hepburn, Carrie, Anne | I | MANAGER | NA | Control |
| Hepburn, Carrie, Anne | I | MANAGER | NA | Control |
| Hepburn, Carrie, Anne | I | MANAGER | NA | Control |
| Hepburn, Carrie, Anne | I | MANAGER | NA | Control |
| Hepburn, Carrie, Anne | I | MANAGER | NA | Control |
| Hepburn, Carrie, Anne | I | MANAGER | NA | Control |
| Hepburn, Carrie, Anne | I | MANAGER | NA | Control |
| Hepburn, Carrie, Anne | I | MANAGER | NA | Control |
| SHAH, AALOK, KIRIT | I | MANAGER | NA | Control |
| SHAH, AALOK, KIRIT | I | MANAGER | NA | Control |
| SHAH, AALOK, KIRIT | I | MANAGER | NA | Control |
| SHAH, AALOK, KIRIT | I | MANAGER | NA | Control |
| SHAH, AALOK, KIRIT | I | MANAGER | NA | Control |
| SHAH, AALOK, KIRIT | I | MANAGER & CCO | NA | Control |
| SHAH, AALOK, KIRIT | I | MANAGER & CCO | NA | Control |
| SHAH, AALOK, KIRIT | I | MANAGER & CCO | NA | Control |
| SHAH, AALOK, KIRIT | I | MANAGER & CCO | NA | Control |
| SHAH, AALOK, KIRIT | I | MANAGER & CCO | NA | Control |
| SHAH, AALOK, KIRIT | I | MANAGER & CCO | NA | Control |
| SHAH, AALOK, KIRIT | I | MANAGER & CCO | NA | Control |
| SHAH, AALOK, KIRIT | I | MANAGER & CCO | NA | Control |
| TREICHEL, BONNIE, M | I | MANAGER & CCO | NA | Control |
| TREICHEL, BONNIE, M | I | MANAGER & CCO | NA | Control |
| TREICHEL, BONNIE, M | I | MANAGER & CCO | NA | Control |
| TREICHEL, BONNIE, M | I | MANAGER & CCO | NA | Control |
| TREICHEL, BONNIE, M | I | MANAGER & CCO | NA | Control |
| LAIR HILL PARTNERS, INC. | DE | SOLE OWNER | E | Control |
| LAIR HILL PARTNERS, INC. | DE | SOLE OWNER | E | Control |
| LAIR HILL PARTNERS, INC. DBA ZUNA HOLDINGS | DE | SOLE OWNER | E | Control |
| LAIR HILL PARTNERS, INC. DBA ZUNA HOLDINGS | DE | SOLE OWNER | E | Control |
| LAIR HILL PARTNERS, INC. DBA ZUNA HOLDINGS | DE | SOLE OWNER | E | Control |
| LAIR HILL PARTNERS, INC. DBA ZUNA HOLDINGS | DE | SOLE OWNER | E | Control |
| LAIR HILL PARTNERS, INC. DBA ZUNA HOLDINGS | DE | SOLE OWNER | E | Control |
| LAIR HILL PARTNERS, INC. DBA ZUNA HOLDINGS | DE | SOLE OWNER | E | Control |
| LAIR HILL PARTNERS, INC. DBA ZUNA HOLDINGS | DE | SOLE OWNER | E | Control |
| LAIR HILL PARTNERS, INC. DBA ZUNA HOLDINGS | DE | SOLE OWNER | E | Control |
| LAIR HILL PARTNERS, INC. DBA ZUNA HOLDINGS | DE | SOLE OWNER | E | Control |
| LAIR HILL PARTNERS, INC. DBA ZUNA HOLDINGS | DE | SOLE OWNER | E | Control |
| NEWCOPROJECT, LLC | DE | SOLE MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BELL, KATRINA, ANN | I | LAIR HILL PARTNERS, INC. | F | Control |
| BELL, KATRINA, ANN | I | NEWCOPROJECT, LLC | F | Control |
| BELL, KATRINA, ANN | I | LAIR HILL PARTNERS, INC. | F | Control |
| BELL, KATRINA, ANN | I | LAIR HILL PARTNERS, INC. DBA ZUNA HOLDINGS | F | Control |
| BELL, KATRINA, ANN | I | LAIR HILL PARTNERS, INC. DBA ZUNA HOLDINGS | F | Control |
| BELL, KATRINA, ANN | I | LAIR HILL PARTNERS, INC. DBA ZUNA HOLDINGS | F | Control |
| Hepburn, Carrie, Anne | I | LAIR HILL PARTNERS, INC. | F | Control |
| Hepburn, Carrie, Anne | I | NEWCOPROJECT, LLC | F | Control |
| Hepburn, Carrie, Anne | I | LAIR HILL PARTNERS, INC. | F | Control |
| Hepburn, Carrie, Anne | I | LAIR HILL PARTNERS, INC. DBA ZUNA HOLDINGS | F | Control |
| Hepburn, Carrie, Anne | I | LAIR HILL PARTNERS, INC. DBA ZUNA HOLDINGS | F | Control |
| Hepburn, Carrie, Anne | I | LAIR HILL PARTNERS, INC. DBA ZUNA HOLDINGS | F | Control |
| Hepburn, Carrie, Anne | I | LAIR HILL PARTNERS, INC. DBA ZUNA HOLDINGS | F | Control |
| Hepburn, Carrie, Anne | I | LAIR HILL PARTNERS, INC. DBA ZUNA HOLDINGS | F | Control |
| Hepburn, Carrie, Anne | I | LAIR HILL PARTNERS, INC. DBA ZUNA HOLDINGS | F | Control |
| Hepburn, Carrie, Anne | I | LAIR HILL PARTNERS, INC. DBA ZUNA HOLDINGS | F | Control |
| Hepburn, Carrie, Anne | I | LAIR HILL PARTNERS, INC. DBA ZUNA HOLDINGS | F | Control |
| Hepburn, Carrie, Anne | I | LAIR HILL PARTNERS, INC. DBA ZUNA HOLDINGS | F | Control |
| Koleno, Greg, Lee | I | LAIR HILL PARTNERS, INC. | F | Control |
| Koleno, Greg, Lee | I | LAIR HILL PARTNERS, INC. | F | Control |
| Koleno, Greg, Lee | I | LAIR HILL PARTNERS, INC. DBA ZUNA HOLDINGS | F | Control |
| Koleno, Greg, Lee | I | LAIR HILL PARTNERS, INC. DBA ZUNA HOLDINGS | F | Control |
| Koleno, Greg, Lee | I | LAIR HILL PARTNERS, INC. DBA ZUNA HOLDINGS | F | Control |
| Miller, Brian, Gregory | I | LAIR HILL PARTNERS, INC. | F | Control |
| Miller, Brian, Gregory | I | LAIR HILL PARTNERS, INC. | F | Control |
| Miller, Brian, Gregory | I | LAIR HILL PARTNERS, INC. DBA ZUNA HOLDINGS | F | Control |
| Miller, Brian, Gregory | I | LAIR HILL PARTNERS, INC. DBA ZUNA HOLDINGS | F | Control |
| Miller, Brian, Gregory | I | LAIR HILL PARTNERS, INC. DBA ZUNA HOLDINGS | F | Control |
| Miller, Brian, Gregory | I | LAIR HILL PARTNERS, INC. DBA ZUNA HOLDINGS | F | Control |
| Miller, Brian, Gregory | I | LAIR HILL PARTNERS, INC. DBA ZUNA HOLDINGS | F | Control |
| Miller, Brian, Gregory | I | LAIR HILL PARTNERS, INC. DBA ZUNA HOLDINGS | F | Control |
| Miller, Brian, Gregory | I | LAIR HILL PARTNERS, INC. DBA ZUNA HOLDINGS | F | Control |
| SHAH, AALOK, KIRIT | I | LAIR HILL PARTNERS, INC. | F | Control |
| SHAH, AALOK, KIRIT | I | NEWCOPROJECT, LLC | F | Control |
| SHAH, AALOK, KIRIT | I | LAIR HILL PARTNERS, INC. | F | Control |
| SHAH, AALOK, KIRIT | I | LAIR HILL PARTNERS, INC. DBA ZUNA HOLDINGS | F | Control |
| SHAH, AALOK, KIRIT | I | LAIR HILL PARTNERS, INC. DBA ZUNA HOLDINGS | F | Control |
| SHAH, AALOK, KIRIT | I | LAIR HILL PARTNERS, INC. DBA ZUNA HOLDINGS | F | Control |
| TREICHEL, BONNIE, M | I | LAIR HILL PARTNERS, INC. | F | Control |
| TREICHEL, BONNIE, M | I | NEWCOPROJECT, LLC | F | Control |
| TREICHEL, BONNIE, M | I | LAIR HILL PARTNERS, INC. | F | Control |
| TREICHEL, BONNIE, M | I | LAIR HILL PARTNERS, INC. DBA ZUNA HOLDINGS | F | Control |
| TREICHEL, BONNIE, M | I | LAIR HILL PARTNERS, INC. DBA ZUNA HOLDINGS | F | Control |
| SHAH, AALOK, KIRIT | I | LAIR HILL PARTNERS, INC. DBA ZUNA HOLDINGS | D | Control |
| SHAH, AALOK, KIRIT | I | LAIR HILL PARTNERS, INC. DBA ZUNA HOLDINGS | D | Control |
| Koleno, Greg, Lee | I | LAIR HILL PARTNERS, INC. DBA ZUNA HOLDINGS | C | Control |
| Koleno, Greg, Lee | I | LAIR HILL PARTNERS, INC. DBA ZUNA HOLDINGS | C | Control |
| Koleno, Greg, Lee | I | LAIR HILL PARTNERS, INC. DBA ZUNA HOLDINGS | C | Control |
| Koleno, Greg, Lee | I | LAIR HILL PARTNERS, INC. DBA ZUNA HOLDINGS | C | Control |
| Koleno, Greg, Lee | I | LAIR HILL PARTNERS, INC. DBA ZUNA HOLDINGS | C | Control |
| Koleno, Greg, Lee | I | LAIR HILL PARTNERS, INC. DBA ZUNA HOLDINGS | C | Control |
| SHAH, AALOK, KIRIT | I | LAIR HILL PARTNERS, INC. DBA ZUNA HOLDINGS | C | Control |
| SHAH, AALOK, KIRIT | I | LAIR HILL PARTNERS, INC. DBA ZUNA HOLDINGS | C | Control |
| SHAH, AALOK, KIRIT | I | LAIR HILL PARTNERS, INC. DBA ZUNA HOLDINGS | C | Control |
| SHAH, AALOK, KIRIT | I | LAIR HILL PARTNERS, INC. DBA ZUNA HOLDINGS | C | Control |
Registrations
Federal
IA
Feb 20, 2025 REGISTERED
Notice Filings (1)
OR
Address
3903 S KELLY AVEPORTLAND, OR 97239
United States
Phone: 971-339-5701