Venture firm · from SEC filings
Helena Special Investments
9 funds filed with the SEC, vintages 2021–2023. Combined size $115mm; at their peaks, these funds reported holding $128mm.
- Funds
- 9
- Combined size
- $115mm
- Aggregate peak held
- $128mm
- Peak − size Potential profit
- $13.6mm
- Peak ÷ size
- 1.12x
Funds
| Fund | Vintage | Size | Peak held | Peak ÷ size |
|---|---|---|---|---|
| Helena Special Investments Fund I LP | 2021 | $91mm | $104mm 2023 | 1.15x |
| Helena Zepak EV LLC | 2021 | not reported | $4.5mm 2021 | – |
| Hsi CFS I LLC | 2021 | $14.5mm | $14.5mm 2022 | 1.00x |
| Hsi Puma LLC | 2021 | not reported | $2.5mm 2021 | – |
| Hsi Twin Health I LLC | 2021 | not reported | $2.5mm 2021 | – |
| Hsi Aether SPV I LLC | 2022 | $2.2mm | $2.2mm 2022 | 1.00x |
| Hsi Phaidra I LLC | 2022 | $2mm | $2mm 2022 | 1.00x |
| Hsi Twin Health II LLC | 2022 | $1.2mm | $1.4mm 2023 | 1.15x |
| Hsi Maps PBC I LLC | 2023 | $4mm | $4mm 2023 | 1.00x |
Select a fund to see its value each year, and public pension figures where they exist. Vintage is the year of the fund’s first sale on Form D, or its first Form ADV filing.
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