RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Connecticut
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Oct 2, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
TRAENKLE, ROBERT, KURTIMANAGING PARTNER/CEO & CHIEF COMPLIANCE OFFICERE Control
TRAENKLE, ROBERT, KURTIMANAGING PARTNER/CEO & CHIEF COMPLIANCE OFFICERE Control
TRAENKLE, ROBERT, KURTIMANAGING PARTNER/CEO & CHIEF COMPLIANCE OFFICERE Control
TRAENKLE, ROBERT, KURTIMANAGING PARTNER/CEO & CHIEF COMPLIANCE OFFICERE Control
TRAENKLE, ROBERT, KURTIMANAGING PARTNER/CEO & CHIEF COMPLIANCE OFFICERE Control
TRAENKLE, ROBERT, KURTIMANAGING PARTNER/CEO & CHIEF COMPLIANCE OFFICERE Control
TRAENKLE, ROBERT, KURTIMANAGING PARTNER/CEO & CHIEF COMPLIANCE OFFICERE Control
TRAENKLE, ROBERT, KURTIMANAGING PARTNER/CEO & CHIEF COMPLIANCE OFFICERE Control
TRAENKLE, ROBERT, KURTIMANAGING PARTNER/CEO & CHIEF COMPLIANCE OFFICERE Control
TRAENKLE, ROBERT, KURTIMANAGING PARTNER/CEO & CHIEF COMPLIANCE OFFICERE Control
TRAENKLE, ROBERT, KURTIMANAGING PARTNER/CEO & CHIEF COMPLIANCE OFFICERE Control
TRAENKLE, ROBERT, KURTIMANAGING PARTNER/CEO & CHIEF COMPLIANCE OFFICERE Control
TRAENKLE, ROBERT, KURTIMANAGING PARTNER/CEO & CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Oct 2, 2025 REGISTERED

Notice Filings (2)

CT NY

Address

112 S MAIN ST
SUITE #310
PORT CHESTER, NY 10573
United States
Phone: 203-302-3979