Blue Zone Wealth Advisors
Los Angeles, Californiabluezonewealthadvisors.com
Overview
Blue Zone Wealth Advisors is an independent Registered Investment Adviser and multi-family office headquartered in Los Angeles. The firm provides comprehensive family office services for high-net-worth families and individuals, including financial planning, investment management, and creating access to private alternative investments. It is known to lead venture capital rounds, such as the Series B for Simplifya, and create special purpose access funds for its clients.
Portfolio Companies
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Website
bluezonewealthadvisors.comInvestments
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.