Helm Capital Management
Helm Capital Management is an SEC-registered ria in Seattle, WA with $400.8M assets under management (AUM, regulatory AUM), +97% over one year. See who owns Helm Capital Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 123174, SEC 801-81063, data through 2026-04-21.
- AUM (assets under management / regulatory AUM)
- $400.8M (2026-04-21)
- Firm type
- Ria
- Location
- Seattle, WA
- Employees
- 1
- Clients
- 52
- CRD
- 123174
- Ownership
- MALAKOFF, EDWARD, S; MALAKOFF, EDWARD, SOLOMON; ZUCK, MATTHEW, DEAN
How much AUM does Helm Capital Management have?
Helm Capital Management reported $400.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-21).
Who owns Helm Capital Management?
Disclosed owners and executives of Helm Capital Management include MALAKOFF, EDWARD, S, MALAKOFF, EDWARD, SOLOMON, ZUCK, MATTHEW, DEAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.