Helios Capital Management Pte. Ltd .
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
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AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $193M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Helios Strategic Fund master | Hedge Fund | Cayman Islands | $193M | 43 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Trehan, Karan | Shareholder | Mar 1988 (38y) | ≈ 4.22% – 25% via Ankar Capital Holdings Corp. | |
| Williams, Dave Harrell | Member | Apr 2001 (25y) | ≈ 0% – 3.75% via White Williams Holdings Llc | |
| Williams, Reba, White | Member | Apr 2001 (25y) | ≈ 0% – 3.75% via White Williams Holdings Llc | |
| Arora, Samir, Chandra | Shareholder | Jan 2005 (22y) | 75% or more | |
| Honap, Sachin | Senior Manager Of Operations | Jun 2005 (21y) | Less than 5% | |
| Gupta, Nawal | Director | Sep 2008 (18y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Ankar Capital Mauritius Pte. Ltd. | Shareholder | Jul 2008 | A | 10% – 25% |
| White Williams Holdings Llc | Shareholder | Jan 2005 | A | Less than 5% |
| Ankar Capital Holdings Luxembourg S.A.R.L. | Shareholder | Dec 2012 | B | ≈ 7.5% – 25% via Ankar Capital Mauritius Pte. Ltd. |
| Ankar Capital Holdings Corp. | Shareholder | Oct 2010 | B | ≈ 5.63% – 25% via Ankar Capital Holdings Luxembourg S.A.R.L. |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Trehan, Karan: 75% – 100% of Ankar Capital Holdings Corp. × 75% – 100% of Ankar Capital Holdings Luxembourg S.A.R.L. × 75% – 100% of Ankar Capital Mauritius Pte. Ltd. × 10% – 25% direct ≈ 4.22% – 25% of the firm
- Williams, Dave Harrell: 50% – 75% of White Williams Holdings Llc × 0% – 5% direct ≈ 0% – 3.75% of the firm
- Williams, Reba, White: 50% – 75% of White Williams Holdings Llc × 0% – 5% direct ≈ 0% – 3.75% of the firm
- Ankar Capital Holdings Luxembourg S.A.R.L.: 75% – 100% of Ankar Capital Mauritius Pte. Ltd. × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Ankar Capital Holdings Corp.: 75% – 100% of Ankar Capital Holdings Luxembourg S.A.R.L. × 75% – 100% of Ankar Capital Mauritius Pte. Ltd. × 10% – 25% direct ≈ 5.63% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $193M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Helios Strategic Fund | Hedge Fund | $193M | $250K | 43 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 739 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
Not reported.
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗