Sun Valley Gold LLC

RIAState Registered
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 an Idaho-registered limited liability company that operates as a hedge fund serving institutional clients. Its advisory work centers on managing pooled investment vehicles, and it charges both asset-based fees and performance-linked fees. The firm is owned as a combination of a domestic entity and individual ownership and does not position itself as an active ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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
  • Peter Palmedo

    Peter Palmedo

    PresidentCRD 721012

  • Lara Stone

    Managing DirectorCRD 5316041

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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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