Form D · Hedge Fund

Helm Digital Investments, LP

Old Greenwich, CT · CIK 0001934413

Offering snapshot reported Jun 16, 2023 · SEC filing

Reported sold: $3.79M
Investors reported: 13
Minimum accepted: $100K
First sale: Jun 1, 2022

Fundraising history

Reported sold

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

Reported sold$3,535,000 → $3,785,000
Reported investors12 → 13

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jun 16, 2023	Amendment	$3,785,000	$250,000vs Jun 17, 2022	13	SEC filing
Jun 17, 2022	Initial	$3,535,000	No comparison	12	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.1
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-449633

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
n/a	None

Source: Form D, filed Jun 16, 2023. 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

HELM DIGITAL INVESTMENTS, LP

Investment adviser: SUDO SU, LLC

Gross asset value: $5.08M
Beneficial owners: 13
ADV minimum commitment: $100K

Reported in Form ADV on Feb 13, 2024. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator NAV FUND ADMINISTRATION GROUP OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor COHNREZNICK NEW YORK, New York, United States

Custodian INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States Related to adviser: No

Prime broker INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

COHNREZNICK
PCAOB 596

INTERACTIVE BROKERS LLC
SEC 8-47257

INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257

Filing source

Form ADV 1826704 · Feb 13, 2024 · Schedule D 7.B.(1), fund 805-8140944768

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.

People and organizations reported in Form D filings
Name	Reported role
Christopher Dana Fleisher	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

210 Sound Beach Ave Suite 1
Old Greenwich, CT, 06870