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§ Venture Capital · Bala Cynwyd, PA, USA
Zunis Investments LLC operates as a dedicated family office, managing comprehensive investment portfolios. The firm allocates capital across public equities, fixed income, and diverse alternative assets, including private real estate and other private market opportunities. Its approach emphasizes meticulous portfolio management and strategic allocation, tailored for long-term financial objectives.
Established April 28, 2017, Zunis Investments LLC originated to provide expert stewardship for a private family's substantial wealth. The foundational insight recognized a dedicated, institutional-grade investment vehicle was essential for efficient, sustained preservation and growth of significant capital, ensuring robust financial management for future generations.
The firm exclusively serves the principals of the family whose assets it directly manages. Zunis Investments’ vision is to safeguard and enhance this family's financial legacy, strategically pursuing complex investment opportunities while prioritizing disciplined management and adapting to market conditions.
Zunis Investments has 1 tracked investment across 1 company. The latest tracked deal is $10.0M Other Equity in Get Spiffy in June 2019.
| Date | Company | Round | Lead Investor(s) | Co-Investor(s) |
|---|---|---|---|---|
| Jun 26, 2019 | Get Spiffy | $10.0M Other Equity | Tribeca Venture Partners | Bull City Venture Partners, IDEA Fund Partners, Trog Hawley Capital |