Form D · Venture Capital Fund

Helm Fund II, L.P.

Rhinebeck, NY · CIK 0001840267

Offering snapshot reported May 14, 2026 · SEC filing

Reported sold
$18.3M
Indefinite offering
Investors reported
83
Form D · investor count
Minimum accepted
$6K
Reported outside-investor minimum
First sale
Apr 1, 2021
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$9.14M$18.3MJan 14, 2021May 16, 2023: $12,031,000.00May 16, 2023May 15, 2024: $14,351,000.00May 15, 2024May 14, 2025: $18,200,000.00May 14, 2025May 14, 2026: $18,273,000.00May 14, 2026

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$14,351,000 → $18,273,000
  • Reported investors41 → 83

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 14, 2026Amendment$18,273,000$3,922,000vs May 15, 202483SEC filing
May 14, 2025Amendment$18,200,000$3,849,000vs May 15, 202483SEC filing
May 15, 2024Amendment$14,351,000$2,320,000vs May 16, 202341SEC filing
May 16, 2023Amendment$12,031,000No comparison35SEC filing
Jan 14, 2021InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06c, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-386415

Source: Form D, filed May 14, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

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
NameReported role
N/A Helm Asset Management Llc Promoter
Julie Weber Executive
Lindsey Taylor Wood Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
6565 Springbrook Ave Ste 8 149
Rhinebeck, NY, 12572