Helium Advisors LLC
Helium Advisors LLC is an SEC Registered Investment Advisor headquartered in Everett, Washington, United States. The firm was founded in 2022 and employs approximately 10 people, with a substantial majority in investment-related roles. Helium Advisors provides investment management and advisory services to a range of institutional clients, including investment companies, business development companies, charitable organizations, and other investment advisers. The firm has multiple locations, with satellite offices in Vancouver, WA, and Scottsdale, AZ, and serves clients across the United States.
Investment Strategy
Helium Advisors LLC focuses on providing discretionary investment management services primarily to institutions. Their approach typically involves constructing diversified portfolios based on rigorous fundamental analysis and client objectives, with direct management over most accounts. The firm serves primarily institutional clients, such as investment companies, business development companies, charitable organizations, and other advisers, indicating a preference for strategies tailored to professional investor needs.
Top Holdings
Equity Positions (105)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JPST | J P MORGAN EXCHANGE TRADED F | 10.43% | $16.5M | 325,571 | $50.45 | $50.68 | +$2.1M |
V VOO | VANGUARD INDEX FDS | 10.19% | $16.1M | 28,376 | $537.67 | $568.03 | +$1.1M |
G GBIL | GOLDMAN SACHS ETF TR | 7.57% | $12.0M | 119,471 | $99.98 | $100.15 | +$3.1M |
M MSFT | MICROSOFT CORP | 5.95% | $9.4M | 18,927 | $394.31 | $497.41 | +$2.3M |
I IEFA | ISHARES TR | 5.94% | $9.4M | 112,436 | $71.21 | $83.48 | +$1.3M |