Form D · Other Banking and Financial Services

Sloy Dahl & Holst Holdings Concentrated Equity

Sioux Falls, SD · CIK 0001815276

Offering snapshot reported Feb 15, 2023 · SEC filing

Reported sold
$61M
Indefinite offering
Investors reported
7
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Nov 4, 2020
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$30.5M$61MNov 10, 2020: $34,484,005.00Nov 10, 2020Feb 15, 2023: $60,999,227.00Feb 15, 2023

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$34,484,005 → $60,999,227
  • Reported investors1 → 7

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 15, 2023Amendment$60,999,227$26,515,222vs Nov 10, 20207SEC filing
Nov 10, 2020Initial$34,484,005No comparison1SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-380179

Source: Form D, filed Feb 15, 2023. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

SLOY, DAHL & HOLST HOLDINGS CONCENTRATED EQUITY

Investment adviser: SLOY DAHL & HOLST HOLDINGS, INC

Gross asset value
$187M
Beneficial owners
29
ADV minimum commitment
$100K

Reported in Form ADV on Sep 14, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator ALTA TRUST COMPANY SIOUX FALLS, South Dakota, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor CHERRY BEKAERT LLP DENVER, Colorado, United States
Custodian FIDELITY BROKERAGE SERVICES LLC SMITHFIELD, Rhode Island, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

CHERRY BEKAERT LLP
PCAOB 677

FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292

Filing source

Form ADV 2127123 · Sep 14, 2026 · Schedule D 7.B.(1), fund 805-1170974271

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Nathan Crisenberry Executive
Adam Ponder Executive

Issuer details

Industry: Other Banking and Financial Services (See others in industry)

Address:
101 South Main Ave Ste 310
Sioux Falls, SD, 57104