Helium Advisors

Asset Manager SEC-registered adviser

Legal name: Helium Advisors LLC

Vancouver, WA Website X

AUM

$233.8M
Regulatory AUM

Private funds

1
Private Equity 1

Private fund assets

$4.3M
Gross asset value

Employees

7

Last Form D raise

Jul 2024
Most recent fund filing

From SEC Form ADV filing (filed May 27, 2026). View on SEC

People(4)

Owners and executive officers named on the firm's SEC Form ADV.

G
Gary Russell
President
Source: SEC Form ADV
H
Howard Morin
Member, Katahdin Ventures
Source: SEC Form ADV
R
Rustin Feldman
Head of Wealth Management
Source: SEC Form ADV
S
Stephanie Ridley
Chief Operating Officer/Partner
Source: SEC Form ADV

Funds(1)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Helium Opportunity Fund I LLCPrivate Equity$4.3M——Jul 2024Cold

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
282356
SEC file number
801-126557

Sources