Sloy Dahl & Holst Holdings provides portfolio management for pooled vehicles. The firm advises 1 private fund.
Sloy Dahl & Holst Holdings reports 1 pooled investment vehicle. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($187M across 1 account) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 1 | $187M | 100.0% | $187M |
| Total | 1 | $187M | 100% | $187M |
- Clients
- 1
- Regulatory AUM
- $187M
- AUM share
- 100.0%
- Avg. per client
- $187M
Total
- Clients
- 1
- Regulatory AUM
- $187M
- AUM share
- 100%
- Avg. per client
- $187M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 1
Sloy Dahl & Holst Holdings is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Ronald Sloy owns 75% or more of Sloy Dahl & Holst Holdings. The leadership team of Sloy Dahl & Holst Holdings includes Chief Compliance Officer Michael Tudor. It has 3 employees.
Leadership
- Michael TudorChief Compliance Officer
- Ronald SloyOwner
Staff
- 3 employees
- 3 in advisory functions
- Owns 75% or more of Sloy Dahl & Holst Holdings, Inc
Ronald Sloy
Control person · since December 2018
Besides its headquarters, Sloy Dahl & Holst Holdings has 0 offices, with 1 listed address in 1 state.
Washington · 1 listed address
- 1220 Main Street, Suite 400, VancouverHQ
Contact and registration details
- Legal name
- Sloy Dahl & Holst Holdings, Inc
- Headquarters
- 1220 Main Street, Suite 400, Vancouver, WA 98660
- Website
- Not reported
- Phone
- 503-248-9800
- SEC file
- 801-136392
- Structure
- Oregon corporation
- Fiscal year end
- December
Sloy Dahl & Holst Holdings does not have custody of client assets.
How many clients does Sloy Dahl & Holst Holdings have?
Sloy Dahl & Holst Holdings has 1 client and manages $187 million for them, as of September 2026. They include 1 pooled investment vehicle.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 14 September 2026
What services does Sloy Dahl & Holst Holdings offer?
Sloy Dahl & Holst Holdings provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Sloy Dahl & Holst Holdings have?
Sloy Dahl & Holst Holdings has 0 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Sloy Dahl & Holst Holdings?
Sloy Dahl & Holst Holdings’ direct owner is Ronald Sloy (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 14 September 2026
How does Sloy Dahl & Holst Holdings get paid?
Sloy Dahl & Holst Holdings is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Sloy Dahl & Holst Holdings?
Sloy Dahl & Holst Holdings’ main office is at 1220 Main Street, Suite 400, Vancouver, WA 98660. Its phone number is 503-248-9800.