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HELM CAPITAL MANAGEMENT
HELM CAPITAL MANAGEMENT LLC
CRD 123174 · SEC 801-81063
1904 THIRD AVENUE, SUITE 325, SEATTLE, WA, 98101, United States
Phone
206-654-6200
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$400.8M
Discretionary AUM
$400.8M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-21
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $3.1M |
| High net worth individuals | 42 | $397.7M |
States served
CA, WA, TX
All web addresses on file
Official SEC filing: View on IAPD