Helium Advisors LLC
● SEC registered since 2022CRD 282356SEC# 801-126557Vancouver, WA
Ranks #4,922 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$233.8M
Fund GAV
$4.3M
Private funds
1
Employees
7
Accounts
690
Location
Vancouver, WA
Helium Advisors LLC assets under management
Helium Advisors LLC is an SEC-registered investment adviser based in Vancouver, WA. The firm has been registered since 2022. It reports $233.8 million in regulatory assets under management and employs 7 people. Helium Advisors LLC manages 1 private fund with combined gross assets of $4.3 million, including Helium Opportunity Fund I LLC. By regulatory assets, it ranks 4,922 of 6,004 private fund managers.
Helium Advisors LLC private funds
1 funds · $4.3M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Helium Opportunity Fund I LLC | Private Equity | $4.3M | $100K |
Helium Advisors LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gary Nicholas Russell Control | President | Under 5% | 2015 |
| Helium Financial Group, LLC Control | Member | Over 75% | 2015 |
| Howard Alexander Morin Control | Chief Compliance Officer | Under 5% | 2015 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Helium Advisors LLC manage?
Helium Advisors LLC reports $233.8 million in regulatory assets under management on its Form ADV.
How many private funds does Helium Advisors LLC manage?
Helium Advisors LLC manages 1 private funds with combined gross assets of $4.3 million.
How many employees does Helium Advisors LLC have?
Helium Advisors LLC reports 7 employees.
Where is Helium Advisors LLC located?
Helium Advisors LLC is based in Vancouver, WA and has been SEC-registered since 2022.
Does Helium Advisors LLC disclose fund performance?
Helium Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 222 NE Park Plaza Dr, Park Tower III, Suite 116, Vancouver, WA 98684 |
| Phone | (425) 214-1533 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$233.8M▼ 24%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 70%
Larger than 30% of 16,271 advisers
AUM vs fund managersTop 82%
Larger than 18% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$233.8Mregulatory AUM
Discretionary $225.4MNon-discretionary $8.3M
Service providers
Auditor
Administrator