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

Firm Details

Organization Type
Limited Liability Company
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
May 31, 2005
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BUDGYK, MARKO, ANTHONYICIO/MANAGER/MEMBERNA Control
BUDGYK, MARKO, ANTHONYICIO/MANAGING DIRECTOR/MEMBERNA Control
BUDGYK, MARKO, ANTHONYICIO/MANAGER/MEMBERNA Control
BUDGYK, MARKO, ANTHONYICIO/MANAGER/MEMBERNA Control
BUDGYK, MARKO, ANTHONYICIO/MANAGER/MEMBERNA Control
ELIOT, BRUCE, MILESICHIEF COMPLIANCE OFFICER/MANAGER/MEMBER/MONEY LAUNDERING COMPLIANCE OFFICERNA Control
ELIOT, BRUCE, MILESICCO/MANAGING DIRECTOR/MEMBERNA Control
ELIOT, BRUCE, MILESICHIEF COMPLIANCE OFFICER/MANAGER/MEMBER/MONEY LAUNDERING COMPLIANCE OFFICERNA Control
MAB ENTERPRISES, INCDEMANAGING MEMBERE Control
MAB ENTERPRISES, INCDEMANAGING MEMBERE Control
BME ENTERPRISES, INCDEMANAGING MEMBERC Control
BME ENTERPRISES, INCDEMANAGING MEMBERC Control
BME ENTERPRISES, INCDEMANAGING MEMBERC Control
MAB ENTERPRISES, INCDEMANAGING MEMBERC Control
MAB ENTERPRISES, INCDEMANAGING MEMBERC Control
MAB ENTERPRISES, INCDEMANAGING MEMBERC Control
FAIGLEY, PHILLIP, ALLENIVICE PRESIDENT OF OPERATIONS/MEMBERB Control
FAIGLEY, PHILLIP, ALLENIVICE PRESIDENT OF OPERATIONS/MEMBERB Control
FAIGLEY, PHILLIP, ALLENIVICE PRESIDENT OF OPERATIONS/MEMBERA Control
FAIGLEY, PHILLIP, ALLENIVICE PRESIDENT OF OPERATIONS/MEMBERA
FAIGLEY, PHILLIP, ALLENIVICE PRESIDENT OF OPERATIONS/MEMBERA Control
GROVES, JEFFREY, JAMESICHIEF COMPLIANCE OFFICER/AML OFFICER/ADMINISTRATIVE OFFICER/MEMBERA Control
GROVES, JEFFREY, JAMESICOMPLIANCE OFFICER/AML OFFICER/ADMINISTRATIVE OFFICER/MEMBERA Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
BUDGYK, MARKO, ANTHONYIMAB ENTERPRISES, INCE Control
BUDGYK, MARKO, ANTHONYIMAB ENTERPRISES, INCE Control
BUDGYK, MARKO, ANTHONYIMAB ENTERPRISES, INCE Control
BUDGYK, MARKO, ANTHONYIMAB ENTERPRISES, INCE Control
BUDGYK, MARKO, ANTHONYIMAB ENTERPRISES, INCE Control
ELIOT, BRUCE, MILESIBME ENTERPRISES, INCE Control
ELIOT, BRUCE, MILESIBME ENTERPRISES, INCE Control
ELIOT, BRUCE, MILESIBME ENTERPRISES, INCE Control

Registrations

Federal

IA
May 31, 2005 REGISTERED

Notice Filings (1)

CA

Address

3511 CAMINO DEL RIO SOUTH
SUITE #301
SAN DIEGO, CA 92108
USA
Phone: 619-283-3550