HELIX PARTNERS MANAGEMENT LP
Adviser information for HELIX PARTNERS MANAGEMENT LP last updated from Form ADV on January 5th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 9 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | Performance-based feesREIMBURSEMENT OF EXPENSES |
Identifiers
| SEC RIA File Number | 801-129212 |
|---|---|
| SEC ERA File Number | 801-129212 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 325120 |
| Legal Entity Identifier | None |
Principal Office
545 MADISON AVENUE8TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 8AM-6PM
Tel: 2127084520, Fax: None
Chief Compliance Officer
SAMUEL, JED, RUBIN
545 MADISON AVE
8TH FLOOR
NEW YORK
NY
United States
Tel:
212-708-4520
S**************@****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| RUBIN, SAMUEL, JED | Individual | – | CCO | 07/2023 | < 5% |
| HELLER, JONATHAN, MICHAEL | Individual | – | CEO, LIMITED PARTNER | 12/2022 | > 75% |
| HELLER, JONATHAN, MICHAEL | Individual | HELIX PARTNERS MANAGEMENT GP LLC | MANAGING MEMBER | 12/2022 | > 75% |
| HELIX PARTNERS MANAGEMENT GP LLC | Domestic Entity | – | GENERAL PARTNER OF HELIX PARTNERS MANAGEMENT LP | 12/2022 | < 5% |