| Name | Title | Ownership | Since |
|---|---|---|---|
| Jay Allan McCormick | Member | Under 5% | 2022 |
| Peter John Quinn Control | Managing Member, Chief Compliance Officer | Over 75% | 2022 |
Helm Investment Management, LLC reports $322.1 million in regulatory assets under management on its Form ADV.
Helm Investment Management, LLC reports 3 employees.
Helm Investment Management, LLC is based in Denver, CO and has been SEC-registered since 2006.
Helm Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3017 E 2nd Ave, Denver, CO 80206 |
| Phone | 303-861-4835 |
| Office hours | By Appointment |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
| Discretionary | $322.1M |
| Non-discretionary | $0 |
| Total (RAUM) | $322.1M |