SUN VALLEY GOLD LLC

RIASEC RegisteredEst. 1999
Total AUM
$104M
Discretionary
$104M
100% of AUM
Avg account
$34.8M
Accounts
3
Employees
2
Advisory reps
3

Firm details

Headquarters
KETCHUM, Idaho
CRD number
108858
Registered since
February 22, 1999
Custodians
GOLDMAN SACHS & CO. LLC, J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Sun Valley Gold LLC is a small, institutionally oriented hedge fund that specializes in managing pooled investment vehicles. The firm charges a combination of AUM-based fees and performance fees and focuses its portfolio construction on a small number of concentrated equity positions alongside allocations to private placement opportunities. Its regulatory history goes back to 1999, and it does not market itself as an ESG investor nor operate as a multi-state adviser or pension consultant. Advisory activity is centered on portfolio management for pooled vehicles rather than retail wrap or advisory accounts. Investment activity points to a concentrated, research-driven approach: its public filings show only a handful of sizable equity positions, while its private fund activity and private placement allocations indicate a willingness to hold illiquid, non-public assets alongside listed securities. That mix is consistent with hedge fund strategies that combine concentrated public equity exposure with bespoke private-deal exposure and performance-oriented fee structures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • LINDA KISH

    Chief Compliance OfficerCRD 4378997

Contacts

2 of 2
  • LARA STONE

    Managing DirectorCRD 5316041

  • PETER PALMEDO

    PresidentCRD 721012

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

KETCHUM, ID

BLAINE

Location

KETCHUM, ID

Headquartered in KETCHUM, ID, in the West of the United States.

Region
West
County
BLAINE
Address
620 Sun Vly Rd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth