Kathleen Reilly Helmer
Director, TrusteeCaldwell Sutter Capital, Inc.CRD 6613066
About Kathleen Reilly Helmer
Kathleen Reilly Helmer is listed as Director, Trustee at Caldwell Sutter Capital, Inc. in Sausalito, CA. Form ADV reports a beneficial ownership band of Under 5%. Kathleen Reilly Helmer is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Caldwell Sutter Capital, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Kathleen Reilly Helmer work?
Kathleen Reilly Helmer is listed as Director, Trustee at Caldwell Sutter Capital, Inc. on SEC Form ADV.
How much of Caldwell Sutter Capital, Inc. does Kathleen Reilly Helmer own?
Form ADV reports a beneficial ownership band of Under 5%.
Caldwell Sutter Capital, Inc.
| Title | Director, Trustee |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2022 |
Caldwell Sutter Capital, Inc.
| Title | Trustee |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2025 |