HELENA SPECIAL INVESTMENTS LLC
CRD #317076 SEC #802-124824 NEW YORK, NY 212-523-0875
State Registered Exempt Reporting Private Funds
Total AUM
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Discretionary
--
Employees
--
Clients
--
Accounts
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Firm Details
- Organization Type
- --
- State of Formation
- --
- Fiscal Year End
- --
- Registration Date
- --
- Latest Filing
- Mar 27, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Elkus, Henry, Joseph | I | CO-FOUNDER, INVESTMENT COMMITTEE, MANAGING DIRECTOR | C | Control |
| Elkus, Henry, Joseph | I | CO-FOUNDER, INVESTMENT COMMITTEE, MANAGING DIRECTOR | C | Control |
| Elkus, Henry, Joseph | I | CO-FOUNDER, INVESTMENT COMMITTEE, MANAGING DIRECTOR | C | Control |
| Elkus, Henry, Joseph | I | CO-FOUNDER, INVESTMENT COMMITTEE, MANAGING PARTNER | C | Control |
| Feinburg, Samuel, Wyatt | I | CO-FOUNDER, INVESTMENT COMMITTEE, MANAGING DIRECTOR | C | Control |
| Feinburg, Samuel, Wyatt | I | CO-FOUNDER, INVESTMENT COMMITTEE, MANAGING DIRECTOR | C | Control |
| Feinburg, Samuel, Wyatt | I | MANAGING MEMBER | C | Control |
| Feinburg, Samuel, Wyatt | I | CO-FOUNDER, INVESTMENT COMMITTEE, MANAGING PARTNER | C | Control |
| SCHWARTZ, ALAN, DAVID | I | CO-FOUNDER, INVESTMENT COMMITTEE | B | |
| SCHWARTZ, ALAN, DAVID | I | CO-FOUNDER, INVESTMENT COMMITTEE | B | |
| SCHWARTZ, ALAN, DAVID | I | CO-FOUNDER, INVESTMENT COMMITTEE | B | |
| SCHWARTZ, ALAN, DAVID | I | CO-FOUNDER, INVESTMENT COMMITTEE | B | |
| WESRAY SOCIAL INVESTMENTS LP | DE | MEMBER | B | |
| WESRAY SOCIAL INVESTMENTS LP | DE | MEMBER | B | |
| WESRAY SOCIAL INVESTMENTS LP | DE | MEMBER | B | |
| WESRAY SOCIAL INVESTMENTS LP | DE | MEMBER | B |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CHAMBERS, RAYMOND, G | I | THE HARTINGTON TRUST | F | Control |
| WESRAY II GP LLC | DE | WESRAY SOCIAL INVESTMENTS LP | F | Control |
| WESRAY II GP LLC | DE | WESRAY SOCIAL INVESTMENTS LP | F | Control |
| WESRAY II GP LLC | DE | WESRAY SOCIAL INVESTMENTS LP | F | Control |
| CHAMBERS, RAYMOND, G | I | WESRAY II GP LLC | E | Control |
| THE HARTINGTON TRUST | DE | WESRAY SOCIAL INVESTMENTS LP | E | Control |
Registrations
Federal
ERA
Mar 27, 2025 REGISTERED
Address
261 MADISON AVE9TH FLOOR, UNIT 1060
NEW YORK, NY 10016
United States
Phone: 212-523-0875