SEC-Registered Investment Adviser
Helium Advisors LLC
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated May 27, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- September 15, 2022
- Principal office
- 222 NE Park Plaza Dr, Park Tower III, Suite 116, Vancouver, WA 98684
- Organized as
- Limited Liability Company, WA
- Fiscal year end
- December
- Other offices
- 1
Scale
- Regulatory AUM
- $233.8M
- Discretionary / non-discretionary
- $225.4M / $8.3M
- Accounts
- 690
- Clients
- 0
- Employees
- 7, 4 in advisory roles
- Private funds advised
- 1
- Private fund gross assets
- $4.3M
- Fund types
- 1 private equity funds
- Funds with Form D records
- 1 issuer in AltStreet's ledger
- Client assets in custody
- $4.3M (1 clients)
Business, clients and compensation, as filed
- Advisory activities
- financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting, selection of other advisers, publication of periodicals or newsletters and educational seminars or workshops
- Compensated by
- a percentage of assets under management, hourly charges and fixed fees
- Client types
- individuals (other than high net worth) (193); high net worth individuals (67); banking or thrift institutions (0); investment companies (0); business development companies (0); pooled investment vehicles (0); pension and profit sharing plans (0); charitable organizations (0); state or municipal government entities (0); other investment advisers (0); insurance companies (0); sovereign wealth funds and foreign official institutions (0); corporations or other businesses (19)
- Also engaged as
- insurance broker or agent
- Related persons include
- another investment adviser, an accountant or accounting firm, an insurance company or agency and a sponsor, general partner or managing member of pooled investment vehicles
- Affiliates
- 1 investment adviser
Form ADV Item 11 disclosures
No yes answers on Item 11 as of the latest Form ADV (May 27, 2026). Item 11 covers the firm and its advisory affiliates.
Form D activity of the funds this firm advises, by year
1 issuer in AltStreet's EDGAR ledger are joined to this adviser through Form ADV Schedule D, with Form D filings from July 17, 2024 to July 17, 2024.Years are the year of each offering's first notice; sold and investors are the latest figures on each chain. Counts and totals only; the fund roster is in the terminal.
| First notice | Offerings | Reported sold | Investors |
|---|---|---|---|
| 2024 | 1 | n/a | n/a |
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.