Helianth Investment Management LLC
Helianth Investment Management LLC is an SEC-registered ria in Port Chester, NY with $58.4M assets under management (AUM, regulatory AUM), +21% over one year. See who owns Helianth Investment Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 317326, SEC 801-123093, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $58.4M (2026-03-18)
- Firm type
- Ria
- Location
- Port Chester, NY
- Employees
- 1
- Clients
- 15
- CRD
- 317326
- Ownership
- TRAENKLE, ROBERT, KURT
How much AUM does Helianth Investment Management LLC have?
Helianth Investment Management LLC reported $58.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns Helianth Investment Management LLC?
Disclosed owners and executives of Helianth Investment Management LLC include TRAENKLE, ROBERT, KURT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.