HELIANTH INVESTMENT MANAGEMENT LLC
CRD #317326 SEC #801-123093 PORT CHESTER, NY 203-302-3979
SEC Registered
Total AUM
$48.2M
Discretionary
$48.2M
Employees
1
Clients
--
Accounts
55
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $48.2M | $48.2M | $0 | 1 | 0 |
| Sep 2025 | $48.2M | $48.2M | $0 | 1 | 0 |
| Apr 2025 | $48.2M | $48.2M | $0 | 1 | 0 |
| Nov 2024 | $39.5M | $39.5M | $0 | 1 | 0 |
| Mar 2024 | $39.5M | $39.5M | $0 | 1 | 0 |
| Oct 2023 | $34.3M | $34.3M | $0 | 1 | 0 |
| Mar 2023 | $34.3M | $34.3M | $0 | 1 | 0 |
| Nov 2022 | $33.1M | $33.1M | $0 | 1 | 0 |
| Sep 2022 | $0 | $0 | $0 | 1 | 0 |
| Sep 2022 | $0 | $0 | $0 | 1 | 0 |
| Jul 2022 | $0 | $0 | $0 | 1 | 0 |
| Dec 2021 | $0 | $0 | $0 | 1 | 0 |
DateOct 2025
Total AUM$48.2M
Discretionary$48.2M
Non-Disc.$0
Employees1
Clients0
DateSep 2025
Total AUM$48.2M
Discretionary$48.2M
Non-Disc.$0
Employees1
Clients0
DateApr 2025
Total AUM$48.2M
Discretionary$48.2M
Non-Disc.$0
Employees1
Clients0
DateNov 2024
Total AUM$39.5M
Discretionary$39.5M
Non-Disc.$0
Employees1
Clients0
DateMar 2024
Total AUM$39.5M
Discretionary$39.5M
Non-Disc.$0
Employees1
Clients0
DateOct 2023
Total AUM$34.3M
Discretionary$34.3M
Non-Disc.$0
Employees1
Clients0
DateMar 2023
Total AUM$34.3M
Discretionary$34.3M
Non-Disc.$0
Employees1
Clients0
DateNov 2022
Total AUM$33.1M
Discretionary$33.1M
Non-Disc.$0
Employees1
Clients0
DateSep 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateSep 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJul 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0