SUN VALLEY GOLD LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1LINDA KISH
Chief Compliance OfficerCRD 4378997
Contacts
2 of 2LARA STONE
Managing DirectorCRD 5316041
PETER PALMEDO
PresidentCRD 721012
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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