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 organized as a hedge fund that provides portfolio management for pooled investment vehicles and operates with an institutional client focus. The firm is SEC-registered (2024) and identified as a CPO/CTA, which suggests it can manage derivatives or commodity-linked strategies alongside its hedge fund activities. Its compensation structure includes performance-based fees (and other fee arrangements), and it is not positioned as an ESG-focused manager or a multi-state adviser.

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

    COOCRD 5203106

  • JONATHAN HELLER

    CEO & PartnerCRD 7783877

  • 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