Helianth Investment Management LLC
● SEC registered since 2022CRD 317326SEC# 801-123093Port Chester, NY
Reg. AUM
$58.4M
Employees
1
Accounts
23
Location
Port Chester, NY
Helianth Investment Management LLC assets under management
Helianth Investment Management LLC operates as an SEC-registered investment adviser based in Port Chester, NY. The firm has been registered since 2022. It reports $58.4 million in regulatory assets under management and employs 1 people.
Helianth Investment Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Robert Kurt Traenkle Control | Managing Partner/Ceo & Chief Compliance Officer | Over 75% | 2021 |
Frequently asked questions
How much does Helianth Investment Management LLC manage?
Helianth Investment Management LLC reports $58.4 million in regulatory assets under management on its Form ADV.
How many employees does Helianth Investment Management LLC have?
Helianth Investment Management LLC reports 1 employees.
Where is Helianth Investment Management LLC located?
Helianth Investment Management LLC is based in Port Chester, NY and has been SEC-registered since 2022.
Does Helianth Investment Management LLC disclose fund performance?
Helianth Investment Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 112 S Main St, Suite #310, Port Chester, NY 10573 |
| Phone | 203-302-3979 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$58.4M▲ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 96%
Larger than 4% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$58.4Mregulatory AUM
Discretionary $58.4M