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| Happy Holidays!! thanks for using AUM13F!! |
| Helianth Investment Management LLC
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|---|---|
| CRD # | 317326 |
| SEC # | 801-123093 |
| CIK # | |
| AUM | $48.2 M (2025-03-31) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 203-302-3979 |
| Address | 222 Purchase St Rye, NY 10580 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 17 | 24.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 22.8 |
| (n) Other | 0 | 0.4 |
| Total | 55 | 48.2 |
| By Discretionary | ||
| Discretionary | 55 | 48.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 55 | 48.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 22.8 | |
| United States Persons | 25.4 | |
| Total | 55 | 48.2 |
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|---|---|---|
|
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✚
|
CA | 0.0 |
|
Polaris Financial LLC
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0.0 | |
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|
Rena Advisors LLC
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|
Harmony Wealth Partners LLC
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MA | 0.0 |
|
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TX | 0.0 |
|
Wealthpro LLC
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|
0.0 | |
|
Westpark Capital Inc
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|
NY | 0.0 |
|
St James Investment Advisors LLC
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|
NY | 0.0 |
|
Aria Wealth Partners LLC
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|
VA | 0.0 |