ZUNA, LLC

Overview

Zuna, LLC is an institutional-focused investment adviser organized as a limited liability company and registered with the SEC in 2019. The firm concentrates its advisory work on portfolio management for businesses and institutions and provides pension consulting services, which drives an emphasis on scalable, liquid exposures that work across institutional balance sheets. Zuna’s stated fee arrangements include percentage-of-AUM fees alongside hourly and fixed-fee engagements, reflecting a mix of ongoing asset management and project-based consulting. Investment activity shows a marked tilt toward public equities. The firm’s reported asset mix and stated preferences point to an equity-first approach implemented through managed separate accounts and pooled vehicles. Zuna does not identify as an active ESG investor. It is not structured as a capital allocator and does not report being a related adviser; instead its activity combines discretionary portfolio management with pension consulting for institutional clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices