CRD: 317326
Helianth Investment Management LLC
$58.4M Total AUM
$58.4M Disc. AUM
18.6% 3Y CAGR
1 Employees
15 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Pathway atlas
- Established Date
- 12-01-2021
- Office Locations
- 1
Office Locations
112 S Main ST Suite #310 Port Chester NY
About Helianth Investment Management LLC
Helianth Investment Management is a wealth manager serving retail and institutional clients with actively managed, long-only portfolios built around three in-house strategies: Rapid Profitable Growth, Concentrated Value, and Focused Fixed Income. The firm avoids leverage, derivatives, ETFs, and mutual funds, emphasizing direct security selection; custodial relationships include Charles Schwab.
Team overview
-- AVG AGE
$58.4M AVG AUM / ADVISOR
$3.9M AVG AUM / CLIENT
4.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
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Asset Classes
Frontier Element Momentum Capital pioneer Ridge atlas
Client Personas
Frontier
Custodian
Element Harbor Meridian horizon Matrix North peak Beacon
Investment Themes
Timber meridian Frontier Crest
Investment Vehicles
Ridge
Platform
Summit foundation
Services
Value crest Oak Ember Glacier
Technology
Vector
Owner & Executives
R
ROBERT KURT TRAENKLE
Chief Compliance Officer, Chief Executive Officer, Managing Partner, Partner
- CRD
- #3126692
- Ownership
- 75% or more
(254) 544-3605
delta.legacy@glaciercapital.com
in linkedin.com/in/frontier-legacy
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $58,446,165 | $2,541,138 |
| Non-Discretionary | $0 | -- |
| Total | $58,446,165 | $2,541,138 |
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Separately Managed Accounts
Total SMA Asset: $58,446,165
Equity - Exchange:
17.0% Corporate - Investment Grade:
8.1% Cash:
18.8% U.S. Government/Agency:
16.9% Corporate - Non-Investment Grade:
19.0% Municipal Bonds:
15.9% Other:
4.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $848,341,285 | 17.0% |
| Corporate - Investment Grade | $404,209,671 | 8.1% |
| Cash | $938,165,656 | 18.8% |
| U.S. Government/Agency | $843,351,042 | 16.9% |
| Corporate - Non-Investment Grade | $948,146,142 | 19.0% |
| Municipal Bonds | $793,448,613 | 15.9% |
| Other | $214,580,442 | 4.3% |
| Total | $4,990,242,851 | 100.0% |