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Helios Advisors LLC (New York)


Helios Advisors LLC is a large advisory firm based in New York. It manages $393.33 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2006.

Helios Advisors provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Helios Advisors: assets under management

The assets under management (AUM) of Helios Advisors LLC is $393.33 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 258% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $393.33 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $56.19 million each.
Helios Advisors has custody of $381.17 million in cash and securities for 4 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Helios Advisors LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where Helios Advisors LLC performs its advisory services is located at 780 Third Avenue, New York, NY 10017, 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 212-339-7010 or by fax 212-339-7057. The normal business hours are 9:00am-5:00pm on Monday - Friday.


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