PPrivate Fund Data Log in Join · $37/mo

Sloy, Dahl & Holst, LLC

● SEC registered since 1988CRD 110102SEC# 801-31712Vancouver, WA
Export (members)
Reg. AUM
$1.68B
Employees
5
Accounts
1,016
Location
Vancouver, WA

Sloy, Dahl & Holst, LLC assets under management

Sloy, Dahl & Holst, LLC operates as an SEC-registered investment adviser based in Vancouver, WA. The firm has been registered since 1988. It reports $1.7 billion in regulatory assets under management and employs 5 people.

Sloy, Dahl & Holst, LLC owners & executives

6 reported
NameTitleOwnershipSince
Holst Holdings, Inc ControlOwner50-75%2019
James Craig Holst ControlManaging Member/ Chief Compliance OfficerUnder 5%1988
Ronald Joseph Sloy ControlManaging Member/ Vice PresidentUnder 5%1988
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Sloy, Dahl & Holst, LLC manage?

Sloy, Dahl & Holst, LLC reports $1.7 billion in regulatory assets under management on its Form ADV.

How many employees does Sloy, Dahl & Holst, LLC have?

Sloy, Dahl & Holst, LLC reports 5 employees.

Where is Sloy, Dahl & Holst, LLC located?

Sloy, Dahl & Holst, LLC is based in Vancouver, WA and has been SEC-registered since 1988.

Does Sloy, Dahl & Holst, LLC disclose fund performance?

Sloy, Dahl & Holst, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1220 Main Street, Suite 400, Vancouver, WA 98660
Phone503-248-9800
Fax503-248-7088
Office hours8:00 a.m. - 4:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.68B
Non-discretionary$0
Total (RAUM)$1.68B