Helianth Investment Management LLC

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Assets, Funds, Holdings

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Helianth Investment Management LLC
CRD #317326
SEC #801-123093
CIK #
AUM 58.4 M (2026-03-18)
Employees 1 (100% Investors, 0% Brokers)
Phone203-302-3979
Address112 S Main St
Port Chester, NY 10573
Source [IAPD] [Website]
Total AUM ($M)
604836241202010201520212027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 15 31.0
(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 26.6
(n) Other 0 0.8
Total 23 58.4
By Discretionary
Discretionary 23 58.4
Non-Discretionary 0 0.0
Total 23 58.4
By Non-United States Persons
Non-United States Persons 23.7
United States Persons 34.7
Total 23 58.4
Firm Profile (Form ADV)
ServesInstitutional, Retail
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