This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$1.8BItem 5.F on the latest filing (2026-03-26); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$1.8B

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Private client share

0%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

14

Advisory employees

9

Offices

0Schedule D 1.F, beyond the principal office

Accounts

2

Private funds

2Schedule D 7.B(1)

Custody, client assets

$1.8B

SEC number

801-129212

CIK

1995612

CRD

325120

Filings on the tape

10

First filed

Nov 15, 2023

Latest filed

Mar 26, 2026

Organised

Limited Partnership, DE

Website

helixpartners.com

• Occurred

  Oct 16, 2024
  Regulatory AUM changed

  Helix Partners Management Lp reported RAUM $1.6B, up 37% from $1.2B (2024-06-20 to 2024-10-16)

  Form ADVobserved 6 days ago
  $427M
• Occurred

  Nov 15, 2023
  First Form ADV filing

  Helix Partners Management Lp filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:cb448f43-8249-28e7-60c1-4b5ae0065cb9

First observed

Nov 15, 2023

Last observed

Mar 26, 2026 5 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.