Sun Valley Gold Llc
- Regulatory AUM
- $104M
- Discretionary
- $104M
- Clients
- 3
- Avg AUM / client
- $34.8M
- Accounts
- 3
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $104M | 100.0% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $81.9M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Sun Valley Gold International, Ltd. feeder | Hedge Fund | Cayman Islands | $39.1M | 7 |
| Sun Valley Gold Limited Partnership feeder | Hedge Fund | Idaho | $26.8M | 13 |
| Sun Valley Gold Master Fund, Ltd. master | Hedge Fund | Cayman Islands | $16.0M | 4 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Peter Franklin Palmedo | Managing Member, President | Aug 1997 (29y) | 5% – 10% | |
| Kish, Linda, Joan | Chief Compliance Officer, Chief Legal Officer | Jan 1999 (28y) | Less than 5% | |
| Stone, Lara, Beth | Managing Director, Operations, Member | Apr 2006 (20y) | Less than 5% | |
| Palmedo, Jane, Brittain | General Partner | Jan 2009 (18y) | GP / trustee / elected manager of Palmedo Holdings Lllp (indirect) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Palmedo Holdings Lllp | Managing Member | Jan 2010 | A | 75% or more |
| Sun Valley Gold Company | Limited Partner | Jan 2010 | B | ≈ 56.25% – 100% via Palmedo Holdings Lllp |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Sun Valley Gold Company: 75% – 100% of Palmedo Holdings Lllp × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $81.9M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Sun Valley Gold International, Ltd. | Hedge Fund | $39.1M | $5.0M | 7 |
| Sun Valley Gold Limited Partnership | Hedge Fund | $26.8M | $5.0M | 13 |
| Sun Valley Gold Master Fund, Ltd. | Hedge Fund | $16.0M | $5.0M | 4 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/18/2026 | 1.58 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- Goldman Sachs $63.1M (73% of AUM) Jun 2025
- National Financial Services (Fidelity) $62.5M (16% of AUM) Mar 2023
- J.P. Morgan $23.9M (27% of AUM) Jun 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 18, 2026.
View current Form ADV (SEC/IAPD) ↗