DFX Intelligence
Venture Capital Intelligence
Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.
Funds / Helm Fund II, L.P.
Helm Fund II, L.P.
FundraisingEvergreen or indefinite offeringFundADV: Venture Capital Fundmanager not yet resolvedDelaware
Amounts, each with its basis
- Vintage
- 2021basis: form d first sale
- Target
- unknownnot announced
- First close
- unknownnever inferred from a Form D
- Final close
- unknownonly from an announcement or an LP disclosure
- Announced size
- unknown
- Form D offering
- indefinitewhat may be sold, not what was raised; file 021-386415, sworn by the adviser or filed under this vehicle
- Form D sold
- $18.3Mas of the filing of May 14, 2026, 83 investors
- First sale
- Apr 1, 2021
- Reported GAV
- unknown
- Owners (ADV)
- unknown
- Reported on ADV
- unknown
Fundraising evidence
Evergreen or indefinite offering
Form D filed or amended 2026-05-14: offering indefinite, sold $18.3M (fr-1)
evidence dated May 14, 2026. A Form D offering is permission to sell, not a fund in market; an amount sold is never a close; an evergreen offering amended every year is not a raise.
Lifecycle
Fundraising
Form D within 18 months and the offering is not sold out
first sale: 2021-04-01vintage year: $2,021adv gav as of: n/avintage basis: form_d_first_saleform d sold usd: $18.3Mform d offering usd: n/aform d latest filed at: 2026-05-14
The fund's own reporting through time
0 Form ADV filings
No Form ADV reporting row: this vehicle is known from Form D only.
Principals and agents
3 principals on Form D, 0 placement agents
- Lindsey Taylor Wood Executive Officer
- Helm Asset Management LLC Promoter
- Julie Weber Executive Officer
Limited partners and their reported performance
0 public LP reports
No public LP has reported this vehicle. The LP tape is read from public pension disclosures (see Limited partners); a fund appears here only when an LP’s report names it.
Investments attributed to this vehicle
0
No investment attributed to this vehicle. The firm’s investments sit on the firm; a fund gets one only when a source names the vehicle.
Timeline
3 events
- May 14, 2026Helm Fund II, L.P. filed Form D/A: $18,273,000 sold (indefinite offering), Venture Capital FundForm D filed Fact SEC EDGAR Form D data sets (quarterly)
- May 14, 2025Helm Fund II, L.P. filed Form D/A: $18,200,000 sold (indefinite offering), Venture Capital FundForm D filed Fact SEC EDGAR Form D data sets (quarterly)
- May 15, 2024Helm Fund II, L.P. filed Form D/A: $14,351,000 sold (indefinite offering), Venture Capital FundForm D filed Fact SEC EDGAR Form D data sets (quarterly)
Evidence
48 observations
Every observation on this vehicle
- Entity type: Limited Partnership May 14, 2026 Fact SEC EDGAR Form D data sets (quarterly)
- Entity type: Limited Partnership May 14, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- Entity type: Limited Partnership May 15, 2024 Fact SEC EDGAR Form D data sets (quarterly)
- Form D fund type: Venture Capital Fund May 14, 2026 Fact SEC EDGAR Form D data sets (quarterly)
- Form D fund type: Venture Capital Fund May 14, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- Form D fund type: Venture Capital Fund May 15, 2024 Fact SEC EDGAR Form D data sets (quarterly)
- Form D industry group: Pooled Investment Fund May 14, 2026 Fact SEC EDGAR Form D data sets (quarterly)
- Form D industry group: Pooled Investment Fund May 14, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- Form D industry group: Pooled Investment Fund May 15, 2024 Fact SEC EDGAR Form D data sets (quarterly)
- Amendment: true May 14, 2026 Fact SEC EDGAR Form D data sets (quarterly)
- Amendment: true May 14, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- Amendment: true May 15, 2024 Fact SEC EDGAR Form D data sets (quarterly)
- Revenue range (Form D): Decline to Disclose May 14, 2026 Fact SEC EDGAR Form D data sets (quarterly)
- Revenue range (Form D): Decline to Disclose May 14, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- Revenue range (Form D): Decline to Disclose May 15, 2024 Fact SEC EDGAR Form D data sets (quarterly)
- Incorporated: withinFiveYears May 14, 2026 Fact SEC EDGAR Form D data sets (quarterly)
- Incorporated: withinFiveYears May 14, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- Incorporated: withinFiveYears May 15, 2024 Fact SEC EDGAR Form D data sets (quarterly)
- Jurisdiction: DELAWARE May 14, 2026 Fact SEC EDGAR Form D data sets (quarterly)
- Jurisdiction: DELAWARE May 14, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- Jurisdiction: DELAWARE May 15, 2024 Fact SEC EDGAR Form D data sets (quarterly)
- Amount sold (Form D): $18.3M May 14, 2026 Fact SEC EDGAR Form D data sets (quarterly)
- Amount sold (Form D): $18.2M May 14, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- Amount sold (Form D): $14.4M May 15, 2024 Fact SEC EDGAR Form D data sets (quarterly)
- Exemptions: 06c, 3C, 3C.1 May 14, 2026 Fact SEC EDGAR Form D data sets (quarterly)
- Exemptions: 06c, 3C, 3C.1 May 14, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- Exemptions: 06c, 3C, 3C.1 May 15, 2024 Fact SEC EDGAR Form D data sets (quarterly)
- First sale: 2021-04-01 May 14, 2026 Fact SEC EDGAR Form D data sets (quarterly)
- First sale: 2021-04-01 May 14, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- First sale: 2021-04-01 May 15, 2024 Fact SEC EDGAR Form D data sets (quarterly)
- Indefinite offering: true May 14, 2026 Fact SEC EDGAR Form D data sets (quarterly)
- Indefinite offering: true May 14, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- Indefinite offering: true May 15, 2024 Fact SEC EDGAR Form D data sets (quarterly)
- Investors (Form D): 83 May 14, 2026 Fact SEC EDGAR Form D data sets (quarterly)
- Investors (Form D): 83 May 14, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- Investors (Form D): 41 May 15, 2024 Fact SEC EDGAR Form D data sets (quarterly)
- Minimum investment (Form D): 6,000 May 14, 2026 Fact SEC EDGAR Form D data sets (quarterly)
- Minimum investment (Form D): 6,000 May 14, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- Minimum investment (Form D): 6,000 May 15, 2024 Fact SEC EDGAR Form D data sets (quarterly)
- Securities offered: pooled May 14, 2026 Fact SEC EDGAR Form D data sets (quarterly)
- Securities offered: pooled May 14, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- Securities offered: pooled May 15, 2024 Fact SEC EDGAR Form D data sets (quarterly)
- Office address: 6565 SPRINGBROOK AVE, STE 8 - 149, RHINEBECK, NY, 12572 May 14, 2026 Fact SEC EDGAR Form D data sets (quarterly)
- Office address: 6565 SPRINGBROOK AVE, STE 8 - 149, RHINEBECK, NY, 12572 May 14, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- Office address: 6565 SPRINGBROOK AVE, STE 8 - 149, RHINEBECK, NY, 12572 May 15, 2024 Fact SEC EDGAR Form D data sets (quarterly)
- Year of incorporation: 2021 May 14, 2026 Fact SEC EDGAR Form D data sets (quarterly)
- Year of incorporation: 2021 May 14, 2025 Fact SEC EDGAR Form D data sets (quarterly)
- Year of incorporation: 2021 May 15, 2024 Fact SEC EDGAR Form D data sets (quarterly)