RIA Intelligence

HELIX INVESTMENT PARTNERS LLC

CRD #111354 SEC #801-46298 SAN DIEGO, CA 619-283-3550
SEC Registered
Total AUM
$253.9M
Discretionary
$253.9M
Employees
10
Clients
--
Accounts
6

AUM Over Time

DateMay 2005
Total AUM$253.9M
Discretionary$253.9M
Non-Disc.$0
Employees10
Clients--
DateJul 2004
Total AUM$301.1M
Discretionary$301.1M
Non-Disc.$0
Employees--
Clients--
DateApr 2004
Total AUM$340.7M
Discretionary$340.7M
Non-Disc.$0
Employees--
Clients--
DateMar 2002
Total AUM$232M
Discretionary$232M
Non-Disc.$0
Employees10
Clients--
DateOct 2001
Total AUM$76.5M
Discretionary$76.5M
Non-Disc.$0
Employees10
Clients--