James R Helvey appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. James R Helvey appears on 3 filing roles across Form D (2), Form ADV (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-07-01 | Form ADV | CASSIA CAPITAL PARTNERS LLC | MANAGING PARTNER AND CHIEF INVESTMENT OFFICER | WINSTON SALEM, NC |
| 2011-01-28 | Form D | CMT MADISON FUND LLC | Promoter | CHICAGO, IL |
| 2011-01-28 | Form D | CMT MONROE FUND LLC | Promoter | CHICAGO, IL |