Data / Form D filings / UM Tax Aware Helix Fund LP
UM Tax Aware Helix Fund LP: Form D filings
UM Tax Aware Helix Fund LP, a company in New York, NY, filed 2 Form D notices with the SEC in 2023. The latest, on September 28, 2023, reports $6.5 million sold of an offering with no set size to 3 investors.
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Company details from the filing
- Address
- 1250 BROADWAY, SUITE #3610, New York, NY, 10001
- Phone
- 15162814242
- Industry
- Other
- Entity type
- Limited Partnership
- Incorporated in
- Delaware
- Year incorporated
- 2023
- Revenue range
- Not Applicable
- Exemptions claimed
- Rule 506(b)
- SEC identifier (CIK)
- 1990761
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Sep 28, 2023 | Amendment | Indefinite | $6,500,000 | 3 | Aug 18, 2023 | sec.gov | |
| Aug 28, 2023 | New notice | Indefinite | $0 | 0 | Yet to occur | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| Hui Chen | Director |
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Every Form D from the week of Sep 25, 2023 · All recent filings in New York · All recent Other filings
Read from SEC EDGAR. Amount sold is what UM Tax Aware Helix Fund LP reported on the day it filed; on an offering that is still open, a later amendment can raise it. Free to reuse with credit to SpecStream under CC BY 4.0.