Helix Partners Management LP

RIASEC RegisteredEst. 2024
Total AUM
$1.8B
Discretionary
$1.8B
100% of AUM
Avg account
$913M
Accounts
2
Employees
14
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
325120
Registered since
January 5, 2024
Fee structure
Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Helix Partners Management LP is a limited partnership that operates as a hedge fund manager focused on running pooled investment vehicles for institutional clients. The firm registered with the SEC in 2024 and is structured to collect performance-based fees alongside other fee arrangements. Helix lists its business activities as a commodity pool operator or commodity trading advisor and identifies portfolio management for pooled investment vehicles as a primary advisory activity. The firm does not present itself as a capital allocator to third-party managers; its client base is institutional and it is not flagged as an active ESG investor or a multi-state adviser. The ownership mix is described as a domestic entity together with an individual, and the firm does not function as a pension consultant or a related adviser to another registered firm.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Samuel Rubin

    Samuel Rubin

    COOCRD 5203106

  • Jonathan Heller

    CEO & PartnerCRD 7783877

  • Matt Tuminello

    Matt Tuminello

    Chief Financial OfficerCRD 7217470

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
545 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth