The HELIUM ADVISORS is a privately held investment adviser that advises $319.52mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. HELIUM ADVISORS is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets decreased by 76.36% over the last 3-years.
The Group has been registered with the SEC for 5.24 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 107 GREENWICH ST 21ST FLOOR, NEW YORK, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 21 employees comprised of 21 investment and 0 non-investment staff. The total number of Employees increased by 250% over the last 5-years.
Their $319.52mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 495 other accounts. Assets of Charitable Organizations clients own $205.18mn or 64.22% of Total Assets and Corporations or Other Businesses own $90.52mn or 28.33% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 3 types of clients, top clients are Charitable Organizations and Corporations or Other Businesses.
The Group uses 0 Fund Administrators, 0 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 management fees.
HELIUM ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.