Helm Investment Partners

Hedge Fund Exempt reporting adviser

Legal name: Helm Investment Partners, LLC

Miami, FL Website

AUM

$30.0M
Private fund assets

Private funds

1
Hedge Fund 1

Private fund assets

$30.0M
Gross asset value

Employees

—

Last Form D raise

—

From SEC Form ADV filing (filed Apr 10, 2026). View on SEC

People(2)

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

P
Philip Reade
Manager and Member of Helm Investment Partners, LLC
Source: SEC Form ADV
T
Thomaz Malavazzi
Managing Member of Helm Investment Partners, LLC
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
Helm Systematic Global Recovery Fund, LPHedge Fund$30.0M———

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
298388
SEC file number
802-114263

Sources