HELM INVESTMENT MANAGEMENT, LLC
CRD #141773 SEC #801-67176 DENVER, CO 303-861-4835
SEC Registered
Total AUM
$322.1M
Discretionary
$322.1M
Employees
3
Clients
25
Accounts
575
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $322.1M | $322.1M | $0 | 3 | 0 |
| Nov 2024 | $290.1M | $290.1M | $0 | 3 | 0 |
| Mar 2024 | $290.1M | $290.1M | $0 | 4 | 0 |
| Mar 2023 | $253.9M | $253.9M | $0 | 4 | 0 |
| Nov 2022 | $286.4M | $286.4M | $0 | 4 | 0 |
| Sep 2022 | $286.4M | $286.4M | $0 | 4 | 0 |
| Mar 2022 | $286.4M | $286.4M | $0 | 4 | 0 |
| Mar 2021 | $247.3M | $247.3M | $0 | 4 | 0 |
| Mar 2021 | $247.3M | $247.3M | $0 | 4 | 0 |
| Jun 2020 | $226.2M | $226.2M | $0 | 4 | 0 |
| Mar 2020 | $226.2M | $226.2M | $0 | 4 | 0 |
| Mar 2019 | $199.2M | $199.2M | $0 | 4 | 0 |
| Mar 2018 | $205M | $205M | $0 | 4 | 0 |
| Mar 2017 | $181.8M | $181.8M | $0 | 3 | 100 |
| Mar 2016 | $168.8M | $168.8M | $0 | 3 | 26 |
| Sep 2015 | $166.8M | $166.8M | $0 | 3 | 26 |
| Mar 2015 | $166.8M | $166.8M | $0 | 3 | 26 |
| Mar 2014 | $155M | $155M | $0 | 3 | 26 |
| Mar 2013 | $130.4M | $130.4M | $0 | 2 | 26 |
| Feb 2012 | $114.7M | $114.7M | $0 | 1 | 26 |
| Mar 2011 | $91M | $91M | $0 | 5 | -- |
| Mar 2009 | $66.4M | $66.4M | $0 | 5 | -- |
| Mar 2007 | $85.5M | $85.5M | $0 | 5 | -- |
DateMar 2025
Total AUM$322.1M
Discretionary$322.1M
Non-Disc.$0
Employees3
Clients0
DateNov 2024
Total AUM$290.1M
Discretionary$290.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$290.1M
Discretionary$290.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$253.9M
Discretionary$253.9M
Non-Disc.$0
Employees4
Clients0
DateNov 2022
Total AUM$286.4M
Discretionary$286.4M
Non-Disc.$0
Employees4
Clients0
DateSep 2022
Total AUM$286.4M
Discretionary$286.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$286.4M
Discretionary$286.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$247.3M
Discretionary$247.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$247.3M
Discretionary$247.3M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$226.2M
Discretionary$226.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$226.2M
Discretionary$226.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$199.2M
Discretionary$199.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$205M
Discretionary$205M
Non-Disc.$0
Employees4
Clients0
DateMar 2017
Total AUM$181.8M
Discretionary$181.8M
Non-Disc.$0
Employees3
Clients100
DateMar 2016
Total AUM$168.8M
Discretionary$168.8M
Non-Disc.$0
Employees3
Clients26
DateSep 2015
Total AUM$166.8M
Discretionary$166.8M
Non-Disc.$0
Employees3
Clients26
DateMar 2015
Total AUM$166.8M
Discretionary$166.8M
Non-Disc.$0
Employees3
Clients26
DateMar 2014
Total AUM$155M
Discretionary$155M
Non-Disc.$0
Employees3
Clients26
DateMar 2013
Total AUM$130.4M
Discretionary$130.4M
Non-Disc.$0
Employees2
Clients26
DateFeb 2012
Total AUM$114.7M
Discretionary$114.7M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$91M
Discretionary$91M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$66.4M
Discretionary$66.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$85.5M
Discretionary$85.5M
Non-Disc.$0
Employees5
Clients--