HELM INVESTMENT PARTNERS, LLC
CRD #298388 SEC #802-114263 MIAMI, FL 203-246-5099
State Registered Exempt Reporting Private Funds
Total AUM
--
Discretionary
--
Employees
--
Clients
--
Accounts
--
Firm Details
- Organization Type
- --
- State of Formation
- --
- Fiscal Year End
- --
- Registration Date
- --
- Latest Filing
- Mar 26, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FINKLER, LAURA, MARIE | I | CHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| READE, PHILIP, VINCENT | I | MANAGER AND MEMBER OF HELM INVESTMENT PARTNERS, LLC | NA | Control |
| READE, PHILIP, VINCENT | I | MANAGER AND MEMBER OF HELM INVESTMENT PARTNERS, LLC | NA | Control |
| READE, PHILIP, VINCENT | I | MANAGER AND MEMBER OF HELM INVESTMENT PARTNERS, LLC | NA | Control |
| READE, PHILIP, VINCENT | I | MANAGER AND MEMBER OF HELM INVESTMENT PARTNERS, LLC | NA | Control |
| READE, PHILIP, VINCENT | I | MANAGER AND MEMBER OF HELM INVESTMENT PARTNERS, LLC | NA | Control |
| READE, PHILIP, VINCENT | I | MANAGER AND MEMBER OF HELM INVESTMENT PARTNERS, LLC | NA | Control |
| READE, PHILIP, VINCENT | I | MANAGER AND MEMBER OF HELM INVESTMENT PARTNERS, LLC | NA | Control |
| READE, PHILIP, VINCENT | I | MANAGER AND MEMBER OF HELM INVESTMENT PARTNERS, LLC | NA | Control |
| WATERHOUSE, RAYMOND, ALBERT | I | CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICR AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WATERHOUSE, RAYMOND, ALBERT | I | CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WATERHOUSE, RAYMOND, ALBERT | I | CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MALAVAZZI, THOMAZ, BIAGGIO | I | MANAGER AND MEMBER OF HELM INVESTMENT PARTNERS, LLC | E | Control |
| MALAVAZZI, THOMAZ, BIAGGIO | I | MANAGING MEMBER OF HELM INVESTMENT PARTNERS GP, LLC | E | Control |
| MALAVAZZI, THOMAZ, BIAGGIO | I | MANAGER AND MEMBER OF HELM INVESTMENT PARTNERS, LLC | E | Control |
| MALAVAZZI, THOMAZ, BIAGGIO | I | MANAGING MEMBER OF HELM INVESTMENT PARTNERS GP, LLC | E | Control |
| MALAVAZZI, THOMAZ, BIAGGIO | I | MANAGER AND MEMBER OF HELM INVESTMENT PARTNERS, LLC | E | Control |
| MALAVAZZI, THOMAZ, BIAGGIO | I | MANAGING MEMBER OF HELM INVESTMENT PARTNERS GP, LLC | E | Control |
| MALAVAZZI, THOMAZ, BIAGGIO | I | MANAGER AND MEMBER OF HELM INVESTMENT PARTNERS, LLC | E | Control |
| MALAVAZZI, THOMAZ, BIAGGIO | I | MANAGING MEMBER OF HELM INVESTMENT PARTNERS GP, LLC | E | Control |
| MALAVAZZI, THOMAZ, BIAGGIO | I | MANAGER AND MEMBER OF HELM INVESTMENT PARTNERS, LLC | E | Control |
| MALAVAZZI, THOMAZ, BIAGGIO | I | MANAGING MEMBER OF HELM INVESTMENT PARTNERS GP, LLC | E | Control |
| MALAVAZZI, THOMAZ, BIAGGIO | I | MANAGING MEMBER OF HELM INVESTMENT PARTNERS, LLC | E | Control |
| MALAVAZZI, THOMAZ, BIAGGIO | I | MANAGING MEMBER OF HELM INVESTMENT PARTNERS GP, LLC | E | Control |
| MALAVAZZI, THOMAZ, BIAGGIO | I | MANAGING MEMBER OF HELM INVESTMENT PARTNERS, LLC | E | Control |
| MALAVAZZI, THOMAZ, BIAGGIO | I | MANAGING MEMBER OF HELM INVESTMENT PARTNERS GP, LLC | E | Control |
| MALAVAZZI, THOMAZ, BIAGGIO | I | MANAGING MEMBER OF HELM INVESTMENT PARTNERS, LLC | E | Control |
| MALAVAZZI, THOMAZ, BIAGGIO | I | MANAGING MEMBER OF HELM INVESTMENT PARTNERS GP, LLC | E | Control |
Registrations
Federal
ERA
Mar 26, 2025 REGISTERED
Address
1111 BRICKELL AVENUE10TH FLOOR
MIAMI, FL 33131
United States
Phone: 203-246-5099