Sloy Dahl & Holst Holdings, Inc
● SEC registered since 2026CRD 310107SEC# 801-136392Vancouver, WA
Ranks #5,205 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$186.6M
Fund GAV
$186.6M
Private funds
1
Employees
3
Accounts
1
Location
Vancouver, WA
Sloy Dahl & Holst Holdings, Inc assets under management
Sloy Dahl & Holst Holdings, Inc is a registered investment adviser overseen by the SEC based in Vancouver, WA. The firm has been registered since 2026. It reports $186.6 million in regulatory assets under management and employs 3 people. Sloy Dahl & Holst Holdings, Inc manages 1 private fund with combined gross assets of $186.6 million, including Sloy, Dahl & Holst Holdings Concentrated Equity. By regulatory assets, it ranks 5,205 of 6,004 private fund managers.
Sloy Dahl & Holst Holdings, Inc private funds
1 funds · $186.6M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Sloy, Dahl & Holst Holdings Concentrated Equity | Hedge | $186.6M | $100K |
Sloy Dahl & Holst Holdings, Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Gregory Tudor Control | Chief Compliance Officer | Under 5% | 2020 |
| Ronald Joseph Sloy Control | Owner | Over 75% | 2018 |
Frequently asked questions
How much does Sloy Dahl & Holst Holdings, Inc manage?
Sloy Dahl & Holst Holdings, Inc reports $186.6 million in regulatory assets under management on its Form ADV.
How many private funds does Sloy Dahl & Holst Holdings, Inc manage?
Sloy Dahl & Holst Holdings, Inc manages 1 private funds with combined gross assets of $186.6 million.
How many employees does Sloy Dahl & Holst Holdings, Inc have?
Sloy Dahl & Holst Holdings, Inc reports 3 employees.
Where is Sloy Dahl & Holst Holdings, Inc located?
Sloy Dahl & Holst Holdings, Inc is based in Vancouver, WA and has been SEC-registered since 2026.
Does Sloy Dahl & Holst Holdings, Inc disclose fund performance?
Sloy Dahl & Holst Holdings, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1220 Main Street, Suite 400, Vancouver, WA 98660 |
| Phone | 503-248-9800 |
| Fax | 503-248-7088 |
| Office hours | 8:00 a.m. To 4:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$186.6MNo change
Apr '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
AUM vs fund managersTop 87%
Larger than 13% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$186.6Mregulatory AUM
Discretionary $186.6M