Firm profile

HELIANTH INVESTMENT MANAGEMENT LLC

PORT CHESTER, NYCRD 317326Latest ADV March 18, 2026

Helianth Investment Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Port Chester, NY. Its latest Form ADV filing, dated March 18, 2026, reports $58M in regulatory assets under management, 1 employee, 1 office, and 23 accounts.

Assets Under Management
$58M
Employees
1
Offices
1 office
Total Clients
15
Primary office
PORT CHESTER, NY
112 S MAIN ST, SUITE #310, PORT CHESTER, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEORobert K. Traenkle
CCORobert K. Traenkle

Advisory services offered

3 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses
Selection of other advisers

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
15
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
RELATED-PERSON EMPLOYEE FAMILY/HOUSEHOLD ACCOUNTS<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$58Mas of March 18, 2026
Discretionary100.0%
$58M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$58M
Total Accounts23
10Y AUM Change+$58M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees1
Clients per Employee15:1
10Y Employee Change0 (0.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.