Form D · Hedge Fund
Helm Investment Partners Fund LP
Wilmington, DE · CIK 0001756015
Offering snapshot reported May 20, 2025 · SEC filing
- Reported sold
- $17.9M Indefinite offering
- Investors reported
- 9 Form D · investor count
- Minimum accepted
- $1M Reported outside-investor minimum
- First sale
- Mar 1, 2018 As reported in this filing
Fundraising history
Reported soldDates 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.
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 20, 2025 | Amendment | $17,900,000 | $0vs May 20, 2024 | 9 | SEC filing |
| May 20, 2024 | Amendment | $17,900,000 | $0vs May 18, 2023 | 9 | SEC filing |
| May 18, 2023 | Amendment | $17,900,000 | -$31,942,621vs Apr 4, 2022 | 9 | SEC filing |
| Apr 4, 2022 | Amendment | $49,842,621 | $15,250,000vs Apr 2, 2021 | 5 | SEC filing |
| Apr 2, 2021 | Amendment | $34,592,621 | $33,592,621vs Apr 1, 2020 | 3 | SEC filing |
| Apr 1, 2020 | Initial | $1,000,000 | No comparison | 3 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-364109
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| CANDLEWOOD SECURITIES, LLC | 126042 | CANDLEWOOD SECURITIES, LLC · CRD 126042 |
| PARTNERCAP SECURITIES, LLC | 107130 | PARTNERCAP SECURITIES, LLC · CRD 107130 |
| TRIAD SECURITIES CORP | 11363 | TRIAD SECURITIES CORP · CRD 11363 |
Source: Form D, filed May 20, 2025. 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 INVESTMENT PARTNERS FUND, LP
Investment adviser: HELM INVESTMENT PARTNERS, LLC
- Gross asset value
- Not reported
- Beneficial owners
- Not reported
- ADV minimum commitment
- Not reported
Reported in Form ADV on Mar 26, 2025. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
No provider names available in this fund's imported disclosure.
Provider details
- Annual audit
- Not reported
- Prime brokers
- Not reported
- Custodians
- Not reported
- Administrator other than the adviser
- Not reported
- External marketing
- Not reported
Filing source
Form ADV 1968646 · Mar 26, 2025 · Schedule D 7.B.(1), fund 805-6991519888
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 |
|---|---|
| Thomaz Malavazzi | Executive |
| Philip Reade | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Wilmington, DE, 19805