HELMHOLDT 360, LLC

Overview

Helmholdt 360, LLC is organized as a limited liability company with ownership tied to a domestic entity and an individual. The firm identifies as a capital allocator and focuses its advisory work on selecting other managers rather than running large in-house investment platforms. Its compensation model includes hourly charges and other non-standard fee arrangements, consistent with a consultative, manager-selection practice. The firm does not position itself as an active ESG investor, is not registered as a multistate adviser, and does not serve as a pension consultant or related adviser. An industry affiliation with accounting professionals is noted, which may support its manager-due-diligence and reporting capabilities.

Investments & Alternatives

Location & Offices