# Helix Partners Management LP

> Helix Partners Management LP is an SEC-registered investment advisory firm in New York, NY, registered since 2024, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 325120
- Filed as: HELIX PARTNERS MANAGEMENT LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/325120
- AdvisorCensus page: https://advisorcensus.com/firm/helix-partners-management-lp-new-york-ny-325120

## Quick answers

**How is Helix Partners Management LP compensated?**
On its Form ADV (Item 5.E, October 2026), Helix Partners Management LP reports these compensation arrangements: performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Helix Partners Management LP located?**
Helix Partners Management LP's principal office is in New York, NY, according to its Form ADV.

**Is Helix Partners Management LP registered with the SEC or a state?**
Helix Partners Management LP is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 325120.

**How much does Helix Partners Management LP manage?**
Helix Partners Management LP reports $1,825,125,692 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**How have Helix Partners Management LP's assets and staff changed since 2024?**
In the Form ADV data for Helix Partners Management LP: Regulatory assets under management: $1,151,280,772 in the October 2024 data and $1,825,125,692 in the October 2026 data, up 59%. Total employees: 11 in October 2024 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Helix Partners Management LP serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2).

**Does Helix Partners Management LP report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/325120

**What changed in Helix Partners Management LP's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 7 to 9. Regulatory assets under management went from $1,624,382,932 to $1,825,125,692 (+12%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $1,825,125,692
- Discretionary: $1,825,125,692
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $1,825,125,692 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 14 total, 9 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [helixpartners.com](https://helixpartners.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $1,151,280,772 | 11 | June 20, 2024 |
| October 2025 | $1,575,756,627 | 11 | April 8, 2025 |
| October 2026 | $1,825,125,692 | 14 | March 26, 2026 |

Regulatory assets under management: $1,151,280,772 in the October 2024 data and $1,825,125,692 in the October 2026 data, up 59%.
Total employees: 11 in October 2024 and 14 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 7 to 9.
- Regulatory assets under management went from $1,624,382,932 to $1,825,125,692 (+12%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Helix Partners Management LP (CRD 325120): Form ADV filing data as of October 2026.