$400.8M Total AUM
$400.8M Disc. AUM
35.9% 3Y CAGR
1 Employees
52 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-01-2002
- Office Locations
- 1
Office Locations
1904 Third Avenue STE 325 Seattle WA
About Helm Capital Management
Helm Capital Management LLC is a Seattle-based investment adviser providing investment supervisory services to high net worth individuals. The firm builds and manages stock and bond portfolios and offers consulting across estate planning, illiquid asset/liability analysis, tax coordination, charitable planning, and risk management. Founded in 2002 and led by principal/CCO Edward Malakoff.
Team overview
-- AVG AGE
$400.8M AVG AUM / ADVISOR
$7.7M AVG AUM / CLIENT
23.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
Peak Radial
Client Personas
Bridge
Custodian
Harbor
Investment Themes
Horizon pathway Foundation
Investment Vehicles
Peak ridge
Services
Glacier Beacon
Owner & Executives
E
EDWARD SOLOMON MALAKOFF
Chief Compliance Officer, Managing Member, PRINCIPAL
- CRD
- #4598312
- Ownership
- 75% or more
(383) 704-7945
vector.pathway@meridiancapital.com
in linkedin.com/in/bridge-zenith
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $400,804,452 | $2,602,626 |
| Non-Discretionary | $0 | -- |
| Total | $400,804,452 | $2,602,626 |
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Separately Managed Accounts
Total SMA Asset: $400,804,452
U.S. Government/Agency:
7.9% Equity - Exchange:
24.8% Public Funds:
11.5% Municipal Bonds:
26.6% Cash:
29.2% | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | $573,184,012 | 7.9% |
| Equity - Exchange | $1,799,362,467 | 24.8% |
| Public Funds | $834,381,789 | 11.5% |
| Municipal Bonds | $1,929,961,356 | 26.6% |
| Cash | $2,118,604,194 | 29.2% |
| Total | $7,255,493,818 | 100.0% |