# Blue Zone Wealth Advisors

Blue Zone Wealth Advisors is a Multi Family Office based in Los Angeles, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Los Angeles, United States
- **Region:** North America
- **Address:** 11812 San Vicente Blvd., Suite 250 Los Angeles, CA 90049
- **Founded:** 2019
- **Assets under management:** 565 (Altss estimate)
- **Website:** bluezoneadvisory.com
- **LinkedIn:** https://www.linkedin.com/company/blue-zone-wealth-advisors

## Regulatory record

- **Reports private funds:** No

## About

Blue Zone Wealth Advisors was established as a multi-family office in Los Angeles. Judith Lu serves as CEO and Managing Director alongside co-leaders Anderson Lafontant and advisor Josh Sailar. The firm focuses on wealth management, estate planning, and investment strategy for high-net-worth families without a disclosed single-family wealth origin. The firm deploys capital across public equities, private equity secondaries, direct co-investments, and fund commitments. Confirmed holdings include NVIDIA, Microsoft, Lonza Group, DSV, Equifax, Elastic, and O'Reilly Automotive. It led a 2021 Series B round in Simplifya and participated in a follow-on round in 2025. Geographic exposure spans North America and Europe with indicated activity in Asia and South America. BZWA created the Blue Zone Wealth Advisors L Catterton Access Fund with Glide Capital in June 2025 and launched a Secondaries Access vehicle in November 2023. The firm reports 565 million USD in assets under management. It maintains no disclosed additional offices beyond its Los Angeles headquarters. Philanthropic ties include board service at Santa Monica YMCA, Big Brothers Big Sisters of Greater Los Angeles, Defy Ventures, and the Innocence Project. In Q3 2025 BZWA increased its NVIDIA position by 317 percent to 107932 shares valued at 20.1 million USD. BZWA operates a direct deal program that sponsors client access funds rather than committing solely as an LP. This structure allows aggregation of family capital into single-manager vehicles and secondaries opportunities that would otherwise require larger minimums.

## Sectors

- Luxury
- Media & Entertainment
- ClimateTech
- PropTech
- Sports & Wellness
- Healthcare Services

## People

- Judith Lu — CEO and Managing Director
- Bryan J. Lee — Chief Investment Officer
- Anderson Lafontant — Managing Director
- Josh Sailar — Advisor

## Questions

### Who runs investment decisions at Blue Zone Wealth Advisors?

Bryan J. Lee serves as Chief Investment Officer and directs public market and opportunistic value strategies. Judith Lu as CEO oversees overall firm direction and client relationships. Anderson Lafontant participates in managing director responsibilities.

### How does Blue Zone Wealth Advisors source proprietary deal flow?

The firm builds access vehicles through partnerships such as Glide Capital for single-manager private equity. It also executes direct investments and monitors public equity opportunities across North America and Europe.

### Does Blue Zone Wealth Advisors participate in fund commitments or only direct deals?

BZWA executes both fund commitments and direct investments. It created an access fund for L Catterton and a Secondaries Access vehicle while leading a Series B round in Simplifya.

### What investment stages does Blue Zone Wealth Advisors typically target?

The firm targets secondaries, growth equity, and public market positions. It has executed Series B and follow-on rounds alongside holdings in established large-cap equities.

### Does Blue Zone Wealth Advisors maintain philanthropic structures?

Team members serve on boards of Santa Monica YMCA, Big Brothers Big Sisters of Greater Los Angeles, Defy Ventures, and the Innocence Project. No dedicated foundation vehicle is disclosed.

### What is Blue Zone Wealth Advisors known posture on co-investments alongside external GPs?

The firm participates in co-investments and leads select rounds. It acted as lead investor in Simplifya Series B and co-invested in the follow-on round with ITWH LLC.

## Related profiles

- [Golden Bell Partners](https://altss.com/profile/golden-bell-partners)
- [Doliver Advisors](https://altss.com/profile/doliver-advisors)

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Last updated: 2026-08-10T15:54:10.904Z

Canonical page: https://altss.com/profile/blue-zone-wealth-advisors-bzwa

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