The Helmstar Group, LLC
● SEC registered since 2016CRD 145074SEC# 801-108320Boise, ID
Reg. AUM
$785.6M
Employees
12
Accounts
1,974
Location
Boise, ID
The Helmstar Group, LLC assets under management
The Helmstar Group, LLC operates as an SEC-registered investment adviser based in Boise, ID. The firm has been registered since 2016. It reports $785.6 million in regulatory assets under management and employs 12 people.
The Helmstar Group, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin Hans Boettcher Control | Managing Member | 50-75% | 2007 |
| Robb Henry Schober Control | Chief Compliance Officer | Under 5% | 2026 |
| Thomas Frank Steelman Control | Managing Member | 50-75% | 2007 |
Frequently asked questions
How much does The Helmstar Group, LLC manage?
The Helmstar Group, LLC reports $785.6 million in regulatory assets under management on its Form ADV.
How many employees does The Helmstar Group, LLC have?
The Helmstar Group, LLC reports 12 employees.
Where is The Helmstar Group, LLC located?
The Helmstar Group, LLC is based in Boise, ID and has been SEC-registered since 2016.
Does The Helmstar Group, LLC disclose fund performance?
The Helmstar Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 250 South 5th Street, Suite 600, Boise, ID 83702 |
| Phone | 208-429-0800 |
| Fax | 208-429-0801 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$785.6M▲ 73%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 38%
Larger than 62% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$785.6Mregulatory AUM
Discretionary $785.6M