Helena Special Investments

Venture Capital Exempt reporting adviser

Legal name: Helena Special Investments LLC

New York, NY Website LinkedIn

AUM

$282.5M
Private fund assets

Private funds

14
Venture Capital 14

Private fund assets

$282.5M
Gross asset value

Employees

—

Last Form D raise

Dec 2025
Most recent fund filing

From SEC Form ADV filing (filed Mar 30, 2026). View on SEC

People(4)

Owners and executive officers named on the firm's SEC Form ADV.

A
Alan Schwartz
Co-Founder, Investment Committee
Source: SEC Form ADV
H
Henry Elkus
Co-Founder, Investment Committee, Managing Partner
Source: SEC Form ADV
R
Raymond Chambers
Trustee, The Hartington Trust
Source: SEC Form ADV
S
Samuel Feinburg
Co-Founder, Investment Committee, Managing Partner
Source: SEC Form ADV

Funds(14)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Helena Special Investments Fund II LPVenture Capital$68.5M$70.1M60Dec 2025Warm
Hsi M42 SPV LPVenture Capital$30.1M$30.1M18Dec 2025Warm
Hsi Phaidra III LLCVenture Capital$13.9M$13.8M20Dec 2025Warm
Hsi Cfs II LLCVenture Capital$3.8M$3.6M13Mar 2025Cool
Hsi Phaidra II LLCVenture Capital$2.0M$805K4Dec 2023Cold
Hsi Maps Pbc I LLCVenture Capital$973K$2.5M9Sep 2023Cold
Helena Special Investments Fund I LPVenture Capital$126.4M$91.0M21Dec 2022Cold
Hsi Twin Health II LLCVenture Capital$1.1M$1.2M6Aug 2022Cold
Hsi Phaidra I LLCVenture Capital$7.2M$1.9M12Jul 2022Cold
Hsi Cfs I LLCVenture Capital$24.1M$14.5M30Jun 2022Cold
Hsi Aether SPV I LLCVenture Capital$1.9M$1.5M8Apr 2022Cold
Hsi Th-P I LLCVenture Capital$2.1M———
Hsi Matter I LLCVenture Capital$263K———
Helena Camm SPV LLCVenture Capital————

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
317076
SEC file number
802-124824
CIK
1910249

Sources