RIA Intel›Advisers›New York›HELIANTH INVESTMENT MANAGEMENT LLC

HELIANTH INVESTMENT MANAGEMENT LLC

Advisory

N·PORT CHESTER, NY

Data as of Mar 18, 2026 · Source: SEC Form ADV

Total AUM
$58M
1-Year AUM Growth
+15.0%
3-Year CAGR
+4.8%
Employees
1
Assets Under Management
Total AUM$58M
Discretionary AUM$58M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients17
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record9
First FilingDec 22, 2021
Latest FilingMar 18, 2026
🔒 Full AUM trend chart and 9 historical filings spanning 5+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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