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.
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 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. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.