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Sloy, Dahl & Holst Holdings Concentrated Equity

Hedge FundFund ID 805-1170974271South Dakota, United States
Gross assets
$186.6M
Min. investment
$100K
Beneficial owners
29
Size rank
Top 33%
Audited
Yes
Structure
Standalone

About this fund

Sloy, Dahl & Holst Holdings Concentrated Equity is a hedge fund managed by Sloy Dahl & Holst Holdings, Inc. The fund reports $186.6 million in gross assets, placing it among the top 33% of private funds by size. The stated minimum investment is $100,000. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.

Fund details

Fund ID805-1170974271
Fund typeHedge Fund
3(c)(1) exclusionYes
3(c)(7) exclusionNo
Master fundNo
Feeder fundNo
Fund of fundsNo
Relies on exemption from registrationYes
Annual auditYes
Prepared per GAAPYes
Sub-advisedNo
Sales limited to qualified investorsYes
% of assets independently valued100%

Other funds from this manager

None reported.

Frequently asked questions

How large is Sloy, Dahl & Holst Holdings Concentrated Equity?

Sloy, Dahl & Holst Holdings Concentrated Equity reports $186.6 million in gross assets, among the top 33% of private funds by size.

What is the minimum investment for Sloy, Dahl & Holst Holdings Concentrated Equity?

The stated minimum investment is $100,000.

Who manages Sloy, Dahl & Holst Holdings Concentrated Equity?

Sloy, Dahl & Holst Holdings Concentrated Equity is managed by Sloy Dahl & Holst Holdings, Inc.

Does Sloy, Dahl & Holst Holdings Concentrated Equity disclose returns?

No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.

Manager

Service providers

Prime broker
None reported
Custodian
Administrator

Reported gross assets

$186.6MNo change
Apr '26 — $186.6MMay '26 — $186.6MJun '26 — $186.6M
Apr '26Form ADV, monthlyJun '26

How this fund compares

Gross assetsTop 33%
Larger than 67% of 67,041 private funds
Gross assets vs Hedge FundsTop 45%
Larger than 55% of 12,442 hedge funds
Minimum investmentTop 71%
Higher than 29% of funds reporting a minimum

Investor base

Adviser & related persons1%
Funds of funds%
Non-U.S. persons%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.