Multi-Strategy Portfolio Management
From long-only to market-neutral—scenario testing, factor controls, and dynamic rebalancing keep exposures aligned with mandate and market regime.
Institutional Fund Management
Disciplined Fund Management for a Volatile World
Helix Meridian Capital delivers institutional-grade portfolio construction, risk governance, and investor transparency—powered by real-time oversight and robust operations.
24/7 Oversight & Monitoring
T+0 Risk Attribution
Full Investor Reporting Suite
Core Services & Solutions
A complete, institution-ready stack for managing capital with speed, control, and clarity.
Risk & Liquidity Engine
Real-time stress, VaR, drawdown policing, and liquidity ladders—so risk is observed, not assumed.
Operations & Fund Administration
Trade capture, reconciliations, corporate actions, NAV support, and audit-ready artifacts with role-based controls.
Compliance & Controls
Pre- & post-trade rules, restricted lists, mandate checks, and sign-off trails for regulator-friendly oversight.
Investor Reporting Suite
Tear-sheets, exposure breakdowns, attribution, and fee transparency—delivered securely to LPs.
API & Data Connectivity
Bridges to custodians, brokers, market data, and accounting—reducing swivel-chair risk and latency.
About Helix Meridian Capital
We combine quantitative discipline with real-world stewardship. Our leadership spans buy-side portfolio management, risk, and operations—focused on capital preservation and repeatable edge.
- Clarity by design: dashboards and narratives that explain risk, return, and cost.
- Control without friction: rules and workflows that protect speed.
- Trust at every step: data lineage, approvals, and immutable records.
Contact & Trial Access
Tell us a bit about your mandate and we’ll set up a walkthrough. Fields marked * are required.