| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Helium Opportunity Fund I LLC | Private Equity | $1M | $100K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Gary Nicholas Russell Control | President | Under 5% | 2015 |
| Helium Financial Group, LLC Control | Member | Over 75% | 2015 |
| Howard Alexander Morin Control | Chief Compliance Officer | Under 5% | 2015 |
Helium Advisors LLC reports $308.1 million in regulatory assets under management on its Form ADV.
Helium Advisors LLC manages 1 private funds with combined gross assets of $1 million.
Helium Advisors LLC reports 10 employees.
Helium Advisors LLC is based in Everett, WA and has been SEC-registered since 2022.
Helium Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1910 120th Pl SE, Suite 102, Everett, WA 98208 |
| Phone | (425) 214-1533 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $283M |
| Non-discretionary | $25.1M |
| Total (RAUM) | $308.1M |