HELM INVESTMENT
Firm details
- Headquarters
- FORT WORTH, Texas
- CRD number
- 316688
- Custodians
- CHARLES SCHWAB & CO., INC., JACKSON NATIONAL LIFE DISTRIBUTORS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI98.48%
- Individuals1.52%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Helm Investment operates as a limited liability company and is classified as a hedge fund. The firm primarily serves individual and family clients, providing portfolio management services for both individuals and pooled investment vehicles. Helm Investment employs a fee structure that includes a percentage of assets under management and performance-based fees. The firm does not engage in ESG investing and is not a multi-state adviser.
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
Asset composition
- Public Funds/Mutual Funds60%
- Exchange Traded Equities30%
- Cash & Cash Equivalents10%
Owners & executives
1 of 1ROBERT HELM
CEOCRD 4614321
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
FORT WORTH, TX
TARRANT
Location
FORT WORTH, TX
Headquartered in FORT WORTH, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- TARRANT
- Address
- 1617 Park Place Ave
- Time zone
- CT (UTC-6)
- Office locations
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