HELM CAPITAL MANAGEMENT LLC
Legal name: HELM CAPITAL MANAGEMENT
CRD #123174 SEC #801-81063 SEATTLE, WA 206-654-6200
SEC Registered
Total AUM
$203.1M
Discretionary
$203.1M
Employees
1
Clients
--
Accounts
148
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $203.1M | $203.1M | $0 | 1 | 0 |
| Mar 2024 | $200M | $200M | $0 | 1 | 0 |
| Mar 2023 | $159.9M | $159.9M | $0 | 1 | 49 |
| Mar 2022 | $157.1M | $157.1M | $0 | 1 | 0 |
| Mar 2021 | $154.2M | $154.2M | $23.1K | 1 | 0 |
| Jun 2020 | $111.8M | $110.3M | $1.5M | 1 | 0 |
| Apr 2020 | $111.8M | $110.3M | $1.5M | 1 | 0 |
| Mar 2019 | $121M | $119.5M | $1.5M | 1 | 0 |
| Mar 2018 | $132.7M | $131.2M | $1.5M | 1 | 0 |
| Mar 2017 | $127.5M | $126M | $1.5M | 2 | 26 |
| Mar 2016 | $104.7M | $103.2M | $1.5M | 2 | 26 |
| Mar 2015 | $109.9M | $108.4M | $1.5M | 2 | 26 |
| Mar 2015 | $109.9M | $108.4M | $1.5M | 2 | 26 |
| Feb 2015 | $109.9M | $108.4M | $1.5M | 2 | 26 |
| Jun 2012 | $61.3M | $61M | $319.3K | 1 | 26 |
| Jun 2012 | $61.3M | $61M | $319.3K | 1 | 26 |
| Jun 2012 | $61.3M | $61M | $319.3K | 1 | 26 |
| May 2012 | $61.3M | $61M | $319.3K | 1 | 26 |
| Mar 2012 | $63.5M | $63.2M | $344.7K | 1 | 26 |
| Apr 2011 | $68.8M | $68.5M | $301.1K | 5 | -- |
| Mar 2009 | $50.1M | $50.1M | $0 | 5 | -- |
| Mar 2008 | $56.3M | $56.3M | $0 | 5 | -- |
| Mar 2007 | $47.2M | $47.2M | $0 | 5 | -- |
DateMar 2025
Total AUM$203.1M
Discretionary$203.1M
Non-Disc.$0
Employees1
Clients0
DateMar 2024
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees1
Clients0
DateMar 2023
Total AUM$159.9M
Discretionary$159.9M
Non-Disc.$0
Employees1
Clients49
DateMar 2022
Total AUM$157.1M
Discretionary$157.1M
Non-Disc.$0
Employees1
Clients0
DateMar 2021
Total AUM$154.2M
Discretionary$154.2M
Non-Disc.$23.1K
Employees1
Clients0
DateJun 2020
Total AUM$111.8M
Discretionary$110.3M
Non-Disc.$1.5M
Employees1
Clients0
DateApr 2020
Total AUM$111.8M
Discretionary$110.3M
Non-Disc.$1.5M
Employees1
Clients0
DateMar 2019
Total AUM$121M
Discretionary$119.5M
Non-Disc.$1.5M
Employees1
Clients0
DateMar 2018
Total AUM$132.7M
Discretionary$131.2M
Non-Disc.$1.5M
Employees1
Clients0
DateMar 2017
Total AUM$127.5M
Discretionary$126M
Non-Disc.$1.5M
Employees2
Clients26
DateMar 2016
Total AUM$104.7M
Discretionary$103.2M
Non-Disc.$1.5M
Employees2
Clients26
DateMar 2015
Total AUM$109.9M
Discretionary$108.4M
Non-Disc.$1.5M
Employees2
Clients26
DateMar 2015
Total AUM$109.9M
Discretionary$108.4M
Non-Disc.$1.5M
Employees2
Clients26
DateFeb 2015
Total AUM$109.9M
Discretionary$108.4M
Non-Disc.$1.5M
Employees2
Clients26
DateJun 2012
Total AUM$61.3M
Discretionary$61M
Non-Disc.$319.3K
Employees1
Clients26
DateJun 2012
Total AUM$61.3M
Discretionary$61M
Non-Disc.$319.3K
Employees1
Clients26
DateJun 2012
Total AUM$61.3M
Discretionary$61M
Non-Disc.$319.3K
Employees1
Clients26
DateMay 2012
Total AUM$61.3M
Discretionary$61M
Non-Disc.$319.3K
Employees1
Clients26
DateMar 2012
Total AUM$63.5M
Discretionary$63.2M
Non-Disc.$344.7K
Employees1
Clients26
DateApr 2011
Total AUM$68.8M
Discretionary$68.5M
Non-Disc.$301.1K
Employees5
Clients--
DateMar 2009
Total AUM$50.1M
Discretionary$50.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$56.3M
Discretionary$56.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$47.2M
Discretionary$47.2M
Non-Disc.$0
Employees5
Clients--