Sloy Dahl & Holst Holdings, Inc
Firm details
- Headquarters
- Vancouver, Washington
- CRD number
- 310107
- Registered since
- June 8, 2026
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Sloy Dahl & Holst Holdings, Inc. is a corporation organized as a hedge fund adviser that provides portfolio management for pooled investment vehicles to an institutional client base. The firm is SEC-registered (2026) and owned by an individual. Its compensation model combines a percentage-of-AUM management fee with performance-based fees, and it is not positioned as a capital allocator. The firm does not identify as an active ESG investor and does not operate as a multi-state adviser or pension consultant. Industry affiliation is listed as Other Investment Adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2
Ronald Sloy
Principal & FounderCRD 1123348
Michael Tudor
Investment Adviser RepresentativeCRD 6281832
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Vancouver, WA
Clark
Location
Vancouver, WA
Headquartered in Vancouver, WA, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Clark
- Address
- 1220 Main St
- Time zone
- PT (UTC-8)
- Office locations
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