Helm Fund II, L.P. is a venture capital fund based in Rhinebeck, New York. According to its most recent Form D, filed May 14, 2026, it has sold $18,273,000 of interests to 83 investors since its first sale in Apr 2021. The minimum investment it accepts from an outside investor is $6,000. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Based on its first sale date and the amount raised, AltMountain classifies it as an emerging manager. Related persons named in the filing include Lindsey Taylor Wood; Helm Asset Management LLC; Julie Weber.
- Total raised
- $18,273,000Cumulative sales reported on Form D
- Investors
- 83
- First sale
- Apr 1, 2021
- Minimum investment
- $6,000
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 beneficial owners
- Offering exemption
- Rule 506(c)May advertise; investors must be verified as accredited
- Key people and entities
- Lindsey Taylor Wood; Helm Asset Management LLC; Julie Weber
- Latest Form D
- May 14, 2026
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Helm Fund II, L.P.
What is the minimum investment for Helm Fund II, L.P.?
According to its latest Form D, filed May 14, 2026, the minimum investment Helm Fund II, L.P. accepts from an outside investor is $6,000.
Who can invest in Helm Fund II, L.P.?
Helm Fund II, L.P. is generally open only to accredited investors, and it may have no more than 100 beneficial owners because it relies on Section 3(c)(1). It uses Rule 506(c), so it may advertise, but every investor must be verified as accredited.
How much has Helm Fund II, L.P. raised?
Helm Fund II, L.P. reports $18,273,000 sold from 83 investors on its Form D filed May 14, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is Helm Fund II, L.P. based?
Helm Fund II, L.P. is based in Rhinebeck, New York.
When did Helm Fund II, L.P. launch?
Helm Fund II, L.P. reports its first sale in Apr 2021, which makes it an emerging manager by AltMountain's definition (first sale in 2021 or later and under $50 million raised).
Size compared with every venture capital fund
Raised more than 84% of the 1,252 venture capital funds based in New York, and more than 92% of all 15,160 that report sales.