Helm Investment
Firm details
- Headquarters
- Fort Worth, Texas
- CRD number
- 316688
- Custodians
- JACKSON NATIONAL LIFE DISTRIBUTORS LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Helm Investment is organized as a limited liability company that operates as a hedge fund manager serving individual and family clients. The firm provides discretionary portfolio management both for individuals/small businesses and for pooled investment vehicles, and it charges a combination of AUM-based fees and performance fees. Helm Investment is not positioned as a capital allocator or pension consultant, does not identify as a multi-state adviser, and is not marked as an active ESG investor.
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
- Exchange Traded Equities45%
- Public Funds/Mutual Funds40%
- Cash & Cash Equivalents15%
Owners & executives
1 of 1
Robert 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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