Form D · Private Equity Fund
Apax Helix US Fund L.P.
New York, NY · CIK 0002123985
Offering snapshot reported May 29, 2026 · SEC filing
- Reported sold
- Yet to sell Indefinite offering
- Investors reported
- 0 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Yet to occur As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| May 29, 2026 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $400K (estimated)
- Finders' fees
- $0
- Form D file number
- 021-585626
Fees are based on expected annual fundraise of the Issuer and the Apax Helix US Fund (TE) L.P. Commissions paid directly by investors to intermediaries are unknown to the Issuer and not included in this estimated amount.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| J.P. Morgan Securities LLC | 79 | J.P. Morgan Securities LLC · CRD 79 |
Source: Form D, filed May 29, 2026. Minimum accepted may differ from a standard advertised minimum.
Fund connections
The linked fund shows its most recently reported ADV details.
Matched by reported Form D file number
APAX HELIX US FUND, L.P.
Investment adviser: APAX PARTNERS US, LLC
- Gross asset value
- $0
- Beneficial owners
- 0
- ADV minimum commitment
- $10K
Reported in Form ADV on Jun 29, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
KPMG
PCAOB 185
J.P. MORGAN SECURITIES LLC
CRD 79 · SEC 801-3702
Filing source
Form ADV 2106594 · Jun 29, 2026 · Schedule D 7.B.(1), fund 805-4099021409
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| N/A Apax Helix Us Gp Co. Limited | Promoter |
| Roy Mackenzie | Director |
| Mitchell Tanzman | Director |
| Mitchell Truwit | Director, Executive |
| Jon Zindel | Director |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:New York, NY, 10022