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Blue Helm Capital Management LP (Red Bank)


Blue Helm Capital Management LP is a large advisory firm based in Red Bank. It manages $237.97 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2014.

Blue Helm Capital Management 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.

Blue Helm Capital Management: assets under management

The assets under management (AUM) of Blue Helm Capital Management LP is $237.97 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 73% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $237.97 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $79.32 million each.
Blue Helm Capital Management has custody of $135.26 million in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Blue Helm Capital Management LP 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.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Liran Blum Managing member 1 Aug 2014 75% - 100% 4704263

Based in Red Bank

The principal office where Blue Helm Capital Management LP performs its advisory services is located at 141 Front Street, Red Bank, NJ 07701, 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 201-583-5000. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.


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