AltMountain

Helix Venture, LLC

San Francisco, CA · CIK 1841660
Status: no Form D since Jan 2021. Funds file a Form D when they begin selling and amend it each year while the offering continues, so this fund has most likely stopped raising money. It may still be investing, or it may have closed or been dissolved. The details below are from its latest filing, kept here as a record.

Helix Venture, LLC is a real estate fund based in San Francisco, California. According to its most recent Form D, filed Jan 29, 2021, it has sold $125,000 of interests to 125 investors since its first sale in Jan 2021. The minimum investment it accepts from an outside investor is $1,000. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include John Grassi; Rajiv Patel; Stephen Pilch.

Total raised
$125,000Cumulative sales reported on Form D
Investors
125
First sale
Jan 28, 2021
Minimum investment
$1,000
Who can invest
Qualified purchasersSection 3(c)(7): generally $5M+ in investments
Offering exemption
Rule 506(b)No general advertising
Key people and entities
John Grassi; Rajiv Patel; Stephen Pilch
Latest Form D
Jan 29, 2021

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 Helix Venture, LLC

What is the minimum investment for Helix Venture, LLC?

According to its latest Form D, filed Jan 29, 2021, the minimum investment Helix Venture, LLC accepts from an outside investor is $1,000.

Who can invest in Helix Venture, LLC?

Helix Venture, LLC is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.

How much has Helix Venture, LLC raised?

Helix Venture, LLC reports $125,000 sold from 125 investors on its Form D filed Jan 29, 2021. This is cumulative sales since the offering began, not current assets or performance.

Where is Helix Venture, LLC based?

Helix Venture, LLC is based in San Francisco, California.

When did Helix Venture, LLC launch?

Helix Venture, LLC reports its first sale in Jan 2021.

Size compared with every real estate fund

Raised more than 31% of the 1,092 real estate funds based in California, and more than 8% of all 7,351 that report sales.

Other funds with the same team

More real estate funds in San Francisco

Similar-size real estate funds in California

All real estate funds in California