| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin Hans Boettcher Control | Managing Member | 50-75% | 2007 |
| Desiree Diane Trueba | Chief Compliance Officer | Under 5% | 2021 |
| Thomas Frank Steelman Control | Managing Member | 50-75% | 2007 |
The Helmstar Group, LLC reports $586.9 million in regulatory assets under management on its Form ADV.
The Helmstar Group, LLC reports 14 employees.
The Helmstar Group, LLC is based in Boise, ID and has been SEC-registered since 2016.
The Helmstar Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 250 South 5th Street, Suite 600, Boise, ID 83702 |
| Phone | 208-429-0800 |
| Fax | 208-429-0801 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $586.9M |
| Non-discretionary | $0 |
| Total (RAUM) | $586.9M |