# HELENA SPECIAL INVESTMENTS LLC

HELENA SPECIAL INVESTMENTS LLC of NEW YORK, NY is an SEC exempt reporting adviser.

## Registration

- CRD: 317076
- Type: SEC exempt reporting adviser
- SEC file number: 802-124824
- Location: 17 STATE STREET, NEW YORK, NY, 10004
- Phone: 212-523-0875
- Latest filing: 2026-03-30

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| [Schwartz David](https://search.stillhousedata.com/person/411394) | CO-FOUNDER, INVESTMENT COMMITTEE | Newton, MA |
| [Alan David Schwartz](https://search.stillhousedata.com/person/721961) | CO-FOUNDER, INVESTMENT COMMITTEE | NEW YORK, NY |
| [Samuel Wyatt Feinburg](https://search.stillhousedata.com/person/721962) | CO-FOUNDER, INVESTMENT COMMITTEE, MANAGING PARTNER | — |
| [Henry Joseph Elkus](https://search.stillhousedata.com/person/721963) | CO-FOUNDER, INVESTMENT COMMITTEE, MANAGING PARTNER | — |
| [Raymond G Chambers](https://search.stillhousedata.com/person/721964) | OWNER; TRUSTEE | — |
| [CHAMBERS JENNIFER G](https://search.stillhousedata.com/person/792587) | OWNER; TRUSTEE | — |
| [Feinburg Samuel Wyatt](https://search.stillhousedata.com/person/903276) | CO-FOUNDER, INVESTMENT COMMITTEE, MANAGING DIRECTOR; MANAGING MEMBER | — |
| [Elkus Henry Joseph](https://search.stillhousedata.com/person/903277) | CO-FOUNDER, INVESTMENT COMMITTEE, MANAGING DIRECTOR | — |


## Private funds (14)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| HELENA SPECIAL INVESTMENTS FUND I LP | Venture Capital Fund | Delaware | 72 | $126.4M | $50K |
| HELENA SPECIAL INVESTMENTS FUND II LP | Venture Capital Fund | Delaware | 60 | $68.5M | $1.0M |
| HSI M42 SPV LP | Venture Capital Fund | Delaware | 18 | $30.1M | — |
| HSI CFS I LLC | Venture Capital Fund | Delaware | 42 | $24.1M | $1K |
| HSI PHAIDRA III LLC | Venture Capital Fund | Delaware | 10 | $13.9M | — |
| HSI PHAIDRA I LLC | Venture Capital Fund | Delaware | 12 | $7.2M | $1K |
| HSI CFS II LLC | Venture Capital Fund | Delaware | 14 | $3.8M | — |
| HSI TH-P I LLC | Venture Capital Fund | Delaware | 4 | $2.1M | $250K |
| HSI PHAIDRA II LLC | Venture Capital Fund | Delaware | 4 | $2.0M | $1K |
| HSI AETHER SPV I LLC | Venture Capital Fund | Delaware | 10 | $1.9M | $1K |
| HSI TWIN HEALTH II LLC | Venture Capital Fund | Delaware | 6 | $1.1M | $50K |
| HSI MAPS PBC I LLC | Venture Capital Fund | Delaware | 18 | $973K | $1K |
| HSI MATTER I LLC | Venture Capital Fund | Delaware | 1 | $263K | — |
| HELENA CAMM SPV LLC | Venture Capital Fund | Delaware | 2 | — | — |


## Fund service providers (1)

- administrator: JUNIPER SQUARE INC — 13 funds

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/317076/brochure
- Similar advisers: https://search.stillhousedata.com/firm/317076/similar
- Related entities: https://search.stillhousedata.com/firm/317076/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/317076

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
