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Z•••• L••: investment consultant on the allocators graph | DFX Data Factory

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Data Factory / Allocators / Investment consultant

AllocatorsInvestment consultantinvestment consultant

Z•••• L••

Allocators

Portland, OR

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:efd5ddd6-183a-4919-b955-7dfa3885dad7

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 22, 2026, 8:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 0
Dated events: 0
On other graphs: 1
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

Z•••• L••

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Website: teamzuna.com
Plan clients: 0Form 5500 Schedule C
Public clients: 0
Advisory clients: 0
Institutional RAUM: $408MForm ADV
Discretionary RAUM: $397M
Pension plan clients (ADV): 57
Recommended commitments: 0derived
CRD: 306113

Relationships

No published relationship touches this entity yet.

Dated events

No dated event names this entity yet.

Provenance

Graph: Allocators
Canonical id: dfx:al:efd5ddd6-183a-4919-b955-7dfa3885dad7
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 6 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.