Blue Zone Wealth Advisors

Asset Manager SEC-registered adviser

Legal name: Blue Zone Wealth Advisors, LLC

AUM

$770.0M

Regulatory AUM

Private funds

Private Equity 3 · Liquidity 1

Private fund assets

$3.3M

Gross asset value

Employees

Last Form D raise

—

From SEC Form ADV filing (filed Mar 30, 2026). View on SEC

People(3)

Owners and executive officers named on the firm's SEC Form ADV.

Chief Investment Officer

Owner

Owner & Chief Compliance Officer

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

Fund	Type	Gross assets	Raised (Form D)	Investors	Last Form D
Glide Direct Series LLC - Bzwa Whitehorse V Secondaries Access Fund Sp	Liquidity	$8.7M	—	—	—
Glide Direct Series, LLC Bzwa L Catterton X Access Fund	Private Equity	$7.4M	—	—	—
Glide Direct Series LLC - Bzwa Hunter Point Capital Investors Segregated Portfolio	Private Equity	$6.2M	—	—	—
Blue Zone Wealth Advisors SPV I Simplifya	Private Equity	$3.3M	—	—	—

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.