---
title: "UM Tax Aware Helix Fund LP SEC filings"
url: https://altstreet.investments/edgar/1990761
kind: edgar-entity
updated: 2026-08-01
publisher: AltStreet (https://altstreet.investments)
license: Public factual pages may be read, quoted and cited with attribution and a link. Bulk redistribution is not permitted.
---

# UM Tax Aware Helix Fund LP: SEC filings and what they report

UM Tax Aware Helix Fund LP is a Delaware limited partnership filed by Hui Chen under Rule 506(b), reporting $6.5M raised from 3 investors with a $50K minimum investment. This amended filing is part of the UpMarket platform, a pre-IPO focused sponsor group with approximately 30 related EDGAR entities.

| Field | Value |
| --- | --- |
| Entity | UM Tax Aware Helix Fund LP |
| CIK | 1990761 |
| Filing family | 506(b) |
| Entity type | fund vehicle |
| Manager (as filed) | UpMarket |
| Platform | UpMarket (https://altstreet.investments/platforms/reviews/upmarket) |
| Newest fact-bearing filing | September 28, 2023, accession 0001990761-23-000002 |
| Total sold (as reported) | $6,500,000 |
| Investors (as reported) | 3 |
| Minimum investment (as filed) | $50,000 |
| Vintage | 2023 |

## Related persons (Form D Item 3)

| Name | Relationship |
| --- | --- |
| Hui Chen | Director |


## Filings (2 on record, newest first)

| Date | Form | Family | SEC link |
| --- | --- | --- | --- |
| September 28, 2023 | D/A | Form D | https://www.sec.gov/Archives/edgar/data/1990761/000199076123000002/ |
| August 28, 2023 | D | Form D | https://www.sec.gov/Archives/edgar/data/1990761/000199076123000001/ |


## More

- Entity page (HTML, with events, parties and the platform record): https://altstreet.investments/edgar/1990761
- SEC EDGAR filing index: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001990761&owner=include&count=40
- Other issuers on UpMarket: https://altstreet.investments/deals/platform/upmarket
- Signal history, evidence passages and the entity graph are AltStreet Terminal features: https://altstreet.investments/terminal

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Source page: https://altstreet.investments/edgar/1990761
Machine index: https://altstreet.investments/llms.txt
AltStreet reads what platforms, funds and issuers file with the SEC and what they tell investors, and publishes the difference. Figures are as filed or as captured on the date stated; nothing here is investment advice.