Feedback
Share
Link
Link copied!
Fund Codex
Sloy, Dahl & Holst, LLC
Find a fund
Explore
Search
Fund Codex
More
About Fund Codex
Copyright © 2022 FundCodex.com and Fund Codex. All Rights Reserved.

All content on this website ("the Site") is the property of Fund Codex. The collection and assembly of content on this Site are the exclusive property of Fund Codex and are protected by copyright and other intellectual property laws.

Sloy, Dahl & Holst, LLC Share
Link
Link copied!

Table of Contents
Map Loading...
Overview Share
Link
Link copied!
Back to Top
Portland, Oregon
$990.5 million AUM
2 offices

Sloy, Dahl & Holst, LLC is based in Portland, Oregon and has $990.5 million in assets under management.

Location
829 NW 19th Avenue
Portland, OR 97209
Contact
$990.5 million
AUM
6
Employees
AUM Share
Link
Link copied!
Back to Top
$990,502,912
Assets under management
867 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 196 $79,680,629 8% $406,534
High net worth individuals 62 $202,972,161 20% $3,273,745
Pension and profit sharing plans 70 $707,850,122 71% $10,112,145
Employees Share
Link
Link copied!
Back to Top
6
Employees
5
Investment analysts
83% of total employees
AUM per employee Share
Link
Link copied!
Back to Top
$990,502,912
Assets under management
$165,083,819
AUM per employee
$198,100,582
AUM per investment analyst
About Share
Link
Link copied!
Back to Top
Compensation

Sloy, Dahl & Holst, LLC makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
Services offered

Sloy, Dahl & Holst, LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Manager to collective investment funds
Firm data Share
Link
Link copied!
CRD number 110,102
SEC number 801-31712
Legal structure Limited Liability Company
Legal governance Oregon, United States
Latest ADV filing date March 16, 2020

Additional Funds

See all...
Stewart Capital Advisors, LLC
Fund: $966,731,931
Alphacrest Capital Management LLC
Fund: $1,673,257,081
Goldman Sachs Asset Management, L.P.
Fund: $1,157,088,518,049
Systematica Investments GP Limited
Fund: $11,334,251,792
Oak Tree Investment Advisors
Fund: $126,193,450
Metwest Realty Advisors, LLC
Fund: Under $1 billion
Kahn Brothers Advisors LLC
Fund: $702,435,332
North Wall Capital Management LTD.
Fund: Under $1 billion
WL Ross & Co. LLC
Fund: $2,641,739,644

Other Funds

See all...
Mcadam LLC
Fund: $600,043,647
Schmidt Financial Group, Inc.
Fund: $414,040,000
Dalton Investments LLC
Fund: $3,510,794,557
Delta Asset Management, LLC
Fund: $1,127,764,936
DA Capital LLC
Fund: $114,931,693
Heritage Way Advisors, L.L.C.
Fund: $298,227,333
Accel London Management Limited
Fund: Under $1 billion
DHJJ Financial Advisors
Fund: $364,380,720
Pandect Bioventures Management, LLC
Fund: Under $1 billion

All of Fund Codex

See all...

Similar Funds to Sloy, Dahl & Holst, LLC

See all...
Butler Hall Capital LLC
Fund: Under $1 billion
The House Fund, LLC
Fund: Under $1 billion
Sloy, Dahl & Holst, LLC
Fund: $990,502,912
Tower House Partners LLP
Fund: Under $1 billion
Holt Capital Partners, L.P.
Fund: $621,287,355
Coast Asset Management, LLC
Fund: $3,503,152,219
Aslan House Capital LLP
Fund: Under $1 billion
Next Coast Ventures, LLC
Fund: Under $1 billion