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 privately held hedge fund manager that provides portfolio management for pooled investment vehicles. The firm has been SEC-registered since 1999 and serves an institutional client base. Its business model combines asset-based fees with performance-based compensation. Sun Valley Gold identifies itself as a domestic entity with individual ownership and does not report active ESG investing practices.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

    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