The HELIUM FINANCIAL GROUP is a privately held investment adviser that advises $238.07mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. HELIUM FINANCIAL GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 198.11% over the last 5-years.
The Group has been registered with the SEC for 3.88 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 222 NE PARK PLAZA DR PARK TOWER III, SUITE 116, VANCOUVER, WASHINGTON. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 7 employees comprised of 4 investment and 3 non-investment staff. The total number of Employees increased by 75% over the last 5-years.
Their $238.07mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 19 other accounts. Assets of High Net Worth Individuals clients own $159.49mn or 66.99% of Total Assets and Individuals own $56.12mn or 23.57% of Total Assets.
The Group's top investment strategies include Early Stage, representing 100% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
HELIUM FINANCIAL GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.