Helena Special Investments LLC
SEC exempt reporting adviser (venture capital exemption).
- Website
- https://www.helena.org
- HQ
- NY
Helena Special Investments LLC is a firm with several people listed in its records, including Protik Basu as Managing Partner, Colin Whelan as Principal, Jacob Smith as Director of Finance and Operations, and Jan Jaro and Amol Mehta as Senior Associates.
01 · Says / Does
| Tag | Says | Does |
|---|---|---|
| Stages | Not stated | Not enough dated deals |
| Sectors | Not stated | Not enough dated deals |
| Regions | Not stated | Not enough dated deals |
Says: what the firm's funds state. Does: from 0 dated deals in the last 24 months.
02 · Fund history
| Fund | Year | Size | Status |
|---|---|---|---|
| Helena Special Investments Fund II LP | 2025 | $70.08M to $200M (Form D) | Raising |
| HSI Phaidra III LLC | 2025 | $13.8M (Form D) | Open, writing first checks |
| HSI CFS I LLC | 2021 | $14.47M to $14.48M (Form D and SEC adviser filing) | Late investment period |
| Helena Special Investments Fund I LP | 2021 | $90.96M to $104.35M (Form D and SEC adviser filing) | Follow-ons only |
| HSI Fund I F&F LP | 2021 | $30.9M to $100M (Form D) | Follow-ons only |
| HSI Energy Vault I LLC | 2020 | $9.98M (Form D) | Follow-ons only |
03 · People across funds
- HENRY ELKUS, PRINCIPAL OF THE MANAGING MEMBER
Helena Special Investments Fund II LP (Named on Form D); HSI CFS I LLC (Named on Form D); Helena Special Investments Fund I LP (Named on Form D); HSI Fund I F&F LP (Named on Form D); HSI Energy Vault I LLC (Named on Form D)
- SAMUEL FEINBURG, PRINCIPAL OF THE MANAGING MEMBER
Helena Special Investments Fund II LP (Named on Form D); HSI CFS I LLC (Named on Form D); Helena Special Investments Fund I LP (Named on Form D); HSI Fund I F&F LP (Named on Form D); HSI Energy Vault I LLC (Named on Form D)
- Suprotik Basu, Manager of the General Partner of the Issuer
Helena Special Investments Fund II LP (Named on Form D)
- Amol Mehta, Senior Associate: Helena Special Investments
Helena Special Investments Fund II LP (Team); HSI Phaidra III LLC (Team); HSI CFS I LLC (Team); Helena Special Investments Fund I LP (Team); HSI Fund I F&F LP (Team); HSI Energy Vault I LLC (Team)
- Colin Whelan, PRINCIPAL: HELENA SPECIAL INVESTMENTS
Helena Special Investments Fund II LP (Team); HSI Phaidra III LLC (Team); HSI CFS I LLC (Team); Helena Special Investments Fund I LP (Team); HSI Fund I F&F LP (Team); HSI Energy Vault I LLC (Team)
- Jacob Smith, DIRECTOR: FINANCE AND OPERATIONS, HELENA SPECIAL INVESTMENTS
Helena Special Investments Fund II LP (Team); HSI Phaidra III LLC (Team); HSI CFS I LLC (Team); Helena Special Investments Fund I LP (Team); HSI Fund I F&F LP (Team); HSI Energy Vault I LLC (Team)
- Jan Jaro, Senior Associate: Helena Special Investments
Helena Special Investments Fund II LP (Team); HSI Phaidra III LLC (Team); HSI CFS I LLC (Team); Helena Special Investments Fund I LP (Team); HSI Fund I F&F LP (Team); HSI Energy Vault I LLC (Team)
- Protik Basu, MANAGING PARTNER: HELENA SPECIAL INVESTMENTS
Helena Special Investments Fund II LP (Team); HSI Phaidra III LLC (Team); HSI CFS I LLC (Team); Helena Special Investments Fund I LP (Team); HSI Fund I F&F LP (Team); HSI Energy Vault I LLC (Team)
04 · Recent deals
No dated deals found yet.
05 · Latest from the firm
No news from the firm's website yet.
06 · Sources
Fund dates and sizes are from SEC Form D filings.
Last verified: Oct 25, 2026