# HELM INVESTMENT MANAGEMENT, LLC

HELM INVESTMENT MANAGEMENT, LLC is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 141773
- **SEC file number:** 801-67176
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/141773

## About

HELM INVESTMENT MANAGEMENT, LLC is an SEC-registered investment adviser in DENVER, CO, registered since 2006. The firm manages approximately $371 million in regulatory assets. It has 3 employees and 2 investment advisers.

## Questions

### What is the investment strategy of HELM Investment Management?

HELM does not publicly disclose an investment strategy. No asset class, sector, or geographic focus has been attributed to the firm in any public source.

### Is HELM Investment Management registered as an investment adviser?

HELM Investment Management does not appear in the SEC Investment Adviser Public Disclosure database or state securities regulator filings as of June 2026 (public record).

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- [Fidelis Financial Planning](https://altss.com/profile/fidelis-financial-planning-llc)
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Last updated: 2026-06-03T20:00:00.000Z

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