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Helix Investment Partners LP (Los Angeles)


Helix Investment Partners LP is a large advisory firm based in Los Angeles. It manages $76.52 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Helix Investment Partners provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Helix Investment Partners: assets under management

The assets under management (AUM) of Helix Investment Partners LP is $76.52 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $76.52 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $15.3 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Helix Investment Partners LP for their services and products based on a percentage of assets under management, subscription fees, and performance-based fees. Subscribers pay a regular fee for the advisory firm’s newsletter or periodical. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Los Angeles

The principal office where Helix Investment Partners LP performs its advisory services is located at 1801 Avenue Of The Stars, Los Angeles, CA 90067 5806, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310-788-9330 or by fax 310-785-0189. The normal business hours are 7:30 am to 4:00 pm on Monday - Friday.


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