0001990761-23-000001.txt : 20230828 0001990761-23-000001.hdr.sgml : 20230828 20230828094334 ACCESSION NUMBER: 0001990761-23-000001 CONFORMED SUBMISSION TYPE: D PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06c FILED AS OF DATE: 20230828 DATE AS OF CHANGE: 20230828 EFFECTIVENESS DATE: 20230828 FILER: COMPANY DATA: COMPANY CONFORMED NAME: UM Tax Aware Helix Fund LP CENTRAL INDEX KEY: 0001990761 IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-490767 FILM NUMBER: 231210880 BUSINESS ADDRESS: STREET 1: 1250 BROADWAY STREET 2: SUITE #3610 CITY: NEW YORK STATE: NY ZIP: 10001 BUSINESS PHONE: 15162814242 MAIL ADDRESS: STREET 1: 1250 BROADWAY STREET 2: SUITE #3610 CITY: NEW YORK STATE: NY ZIP: 10001 D 1 primary_doc.xml X0708 D LIVE 0001990761 UM Tax Aware Helix Fund LP 1250 BROADWAY SUITE #3610 NEW YORK NY NEW YORK 10001 15162814242 DELAWARE None None Limited Partnership true 2023 Hui Chen 1250 Broadway Suite #3610 New York NY NEW YORK 10001 Director Other Not Applicable 06c false true false true false 50000 Upmarket Securities LLC None Upmarket Securities LLC 295634 900 E. Hamilton Avenue Suite 100#206 Campbell CA CALIFORNIA 95008 AR ARKANSAS CA CALIFORNIA CO COLORADO CT CONNECTICUT DC DISTRICT OF COLUMBIA FL FLORIDA GA GEORGIA IL ILLINOIS ME MAINE MD MARYLAND MA MASSACHUSETTS MI MICHIGAN MN MINNESOTA NV NEVADA NJ NEW JERSEY NY NEW YORK NC NORTH CAROLINA OH OHIO OR OREGON PA PENNSYLVANIA RI RHODE ISLAND TN TENNESSEE TX TEXAS UT UTAH VA VIRGINIA WA WASHINGTON false Indefinite 0 Indefinite false 0 0 0 1% mgt fee 0 1% mgt fee false UM Tax Aware Helix Fund LP Robert Daniels Robert Daniels CCO 2023-08-28