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Kathleen Reilly Helmer

Director, TrusteeCaldwell Sutter Capital, Inc.CRD 6613066

About Kathleen Reilly Helmer

Kathleen Reilly Helmer is listed as Director, Trustee at Caldwell Sutter Capital, Inc. in Sausalito, CA. Form ADV reports a beneficial ownership band of Under 5%. Kathleen Reilly Helmer is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Caldwell Sutter Capital, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Kathleen Reilly Helmer work?

Kathleen Reilly Helmer is listed as Director, Trustee at Caldwell Sutter Capital, Inc. on SEC Form ADV.

How much of Caldwell Sutter Capital, Inc. does Kathleen Reilly Helmer own?

Form ADV reports a beneficial ownership band of Under 5%.

Caldwell Sutter Capital, Inc.

TitleDirector, Trustee
OwnershipUnder 5%
Control personYes
Since2022
View Caldwell Sutter Capital, Inc. →

Caldwell Sutter Capital, Inc.

TitleTrustee
Ownership25-50%
Control personYes
Since2025
View Caldwell Sutter Capital, Inc. →