Helena Special Investments LLC

New York, NY helena.org Exempt reporting adviser

Helena Special Investments LLC reports 14 venture funds on Form ADV among 14 private funds, with $282M in gross private fund assets.

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Venture funds14of 14 private funds

Private fund assets$282MGross, Form ADV, September 2026

Funds on Form D1$70M reported raised

LPs on the record0None in the reports we read

Funds on Form D

Venture funds whose Form D filings carry this adviser’s name, matched by name. Amounts are what each fund last reported to the SEC.

Fund	Began raising	Target	Raised	Investors	Latest filing
Helena Special Investments Fund II LP	2025	$200M	$70M	60	December 29, 2025

LPs on the record

No foundation or public plan in the reports we read names this adviser’s funds yet. Find LPs that back firms like it: name a few peers and Hottub ranks the LPs that hold their funds.

Registration

Legal name: Helena Special Investments LLC
Status: Exempt reporting adviser since March 30, 2022
CRD number: 317076

Full Form ADV on the SEC’s Investment Adviser Public Disclosure site

About this data

Registered and exempt reporting advisers that report managing at least one venture capital fund on Form ADV, with the number of private funds and their gross assets as each adviser reports them. Advisers whose business name reads as an individual's are left out. From the roster published for September 2026. Source. Benchmarks for funds like these are in Raise benchmarks.