Investment adviser · CRD 123174

HELM CAPITAL MANAGEMENT

Investment adviser filing (IA)

HELM CAPITAL MANAGEMENT LLC

SEATTLE, WA, United States · Form ADV filed Apr 21, 2026

Regulatory AUM
$401M
Form ADV · Item 5.F
Client accounts
154
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals42$397,670,23599.2%
Individuals10$3,134,2170.8%
Filing source

Form ADV 2096629 · Apr 21, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

HCM BLUEPRINT LLCReal Estate Fund · Last reported Mar 24, 2021$1.5MGross asset value

Form D fundraising filings

HCM Blueprint LLC

Auditor HELLAM VARON & CO. INC PS BELLEVUE, Washington, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No

HELLAM VARON & CO. INC PS
PCAOB 3798

Fund details & source
Fund ID
805-1578157240
Reported beneficial owners
18
Minimum commitment
$15K
Form D file number
021-195805

Form ADV 1518768 · Mar 24, 2021 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Apr 21, 2026. View historical filings

Reported services

Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

1904 THIRD AVENUE, SUITE 325
SEATTLE, WA, 98101, United States

CRD 123174

Filing source

Form ADV 2096629 · Apr 21, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.