HELIUM ADVISORS LLC of VANCOUVER, WA is an SEC-registered investment adviser (CRD 282356). Regulatory assets under management: $233.8M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations.
| Name | Role | Location |
|---|---|---|
| Gary Nicholas Russell | MEMBER; PRESIDENT | — |
| Howard Alexander Morin | CHIEF COMPLIANCE OFFICER; MEMBER | — |
| Rustin Jj Feldman | CO-HEAD OF WEALTH MANAGEMENT; HEAD OF WEALTH MANAGEMENT | — |
| Roshan Weeramantry | CO-HEAD OF WEALTH MANAGEMENT | — |
| FELDMAN RUSTIN JJ | CO-HEAD OF WEALTH MANAGEMENT | — |
| MORIN HOWARD ALEXANDER | CHIEF COMPLIANCE OFFICER; MEMBER | — |
| RUSSELL NICHOLAS | MEMBER; PRESIDENT | — |
| WEERAMANTRY ROSHAN | CO-HEAD OF WEALTH MANAGEMENT | — |
| Stephanie Ridley | CHIEF OPERATING OFFICER/PARTNER | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| HELIUM OPPORTUNITY FUND I LLC | Private Equity Fund | Washington | 33 | $4.3M | $100K |
| City | State | Employees | Phone |
|---|---|---|---|
| SCOTTSDALE | AZ | 2 | (623) 253-7001 |
| SCOTTSDALE | AZ | 2 | (623) 253-7001 |