Investment adviser · CRD 298388
HELM INVESTMENT PARTNERS, LLC
Exempt reporting adviser (ERA)
Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.
MIAMI, FL, United States · Form ADV filed Apr 10, 2026
Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →
Private funds & service providers
4 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
HELM SYSTEMATIC GLOBAL RECOVERY FUND, LPHedge Fund · Last reported Apr 10, 2026$30MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
DELOITTE & TOUCHE LLP
PCAOB 34
BTG PACTUAL US CAPITAL, LLC
SEC 8-68148
PERSHING LLC
SEC 8-17574
Fund details & source
- Fund ID
- 805-8863892574
- Reported beneficial owners
- 6
- Minimum commitment
- $250K
Form ADV 2093630 · Apr 10, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
HELM SKIPPER I LPHedge Fund · Last reported Mar 26, 2025$26.7MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
DELOITTE & TOUCHE LLP
PCAOB 34
BTG PACTUAL US CAPITAL, LLC
SEC 8-68148
PERSHING LLC
SEC 8-17574
Fund details & source
- Fund ID
- 805-1709534974
- Reported beneficial owners
- 10
- Minimum commitment
- $500K
- Form D file number
- 021-378232
Form ADV 1968646 · Mar 26, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
HELM INVESTMENT PARTNERS MASTER FUND, LPHedge Fund · Last reported Mar 26, 2025$9.08MGross asset value
Feeder funds
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
DELOITTE & TOUCHE LLP
PCAOB 34
BTG PACTUAL US CAPITAL, LLC
SEC 8-68148
INTERACTIVE BROKERS LLC
SEC 8-47257
PERSHING LLC
SEC 8-17574
Fund details & source
- Fund ID
- 805-2305322040
- Reported beneficial owners
- 9
- Minimum commitment
- $3M
- Form D file number
- 021-364109
- Form D file number
- 021-365732
Form ADV 1968646 · Mar 26, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
HELM SKIPPER II LPHedge Fund · Last reported Mar 29, 2023$3.33MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
DELOITTE & TOUCHE LLP
PCAOB 34
BTG PACTUAL US CAPITAL, LLC
SEC 8-68148
PERSHING LLC
SEC 8-17574
CANDLEWOOD SECURITIES, LLC
CRD 126042 · SEC 8-65845
Fund details & source
- Fund ID
- 805-4437670449
- Reported beneficial owners
- 17
- Minimum commitment
- $500K
- Form D file number
- 021-436581
Form ADV 1745314 · Mar 29, 2023 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Apr 10, 2026. View historical filings
Reported services
Not reported in these imported fields
Compensation
Not reported in these imported fields
Principal office
1111 BRICKELL AVENUE, 10TH FLOORMIAMI, FL, 33131, United States
CRD 298388
Filing source
Form ADV 2093630 · Apr 10, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.