Grey Helm Capital
Hedge Fund Exempt reporting adviser
Legal name: Grey Helm Capital LLC
Dallas, TX Website
AUM
$130.2M
Private fund assets
Private funds
2
Hedge Fund 1 · Private Equity 1
Private fund assets
$130.2M
Gross asset value
Employees
—
Last Form D raise
Feb 2026
Most recent fund filing
From SEC Form ADV filing (filed Aug 31, 2026). View on SEC
People(1)
Owners and executive officers named on the firm's SEC Form ADV.
S
Chief Investment Officer, Sole Member and Manager of Grey Helm Capital LLC
Funds(2)
Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.
| Fund | Type | Gross assets | Raised (Form D) | Investors | Last Form D | Recency |
|---|---|---|---|---|---|---|
| Grey Helm Partners LP | Hedge Fund | $71.8M | $87.9M | 26 | Feb 2026 | Warm |
| Grey Helm Tactical Opportunities LLC | Private Equity | $58.4M | — | — | — |
Board seats
Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.
No board seats matched from SEC filings yet.
Regulatory identifiers
- CRD number
- 311810
- SEC file number
- 802-124752
Sources
- SEC Form ADV Oct 14, 2026