Helena Special Investments LLC

Overview

• HeadquartersDE¹

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Corporate structure

Helena Special Investments LLC sits at the top of its group. 2 entities, 2 countries on record. Switch between the flow chart and the network, and select any entity to see its details.

Built from major holders from Schedules 13D and 13G; stakes of 5% or more it reported on Schedules 13D and 13G (1 companies); owners and owned firms from Form ADV, the registration investment advisers file with the SEC. Each entity in the chart links to its source.

Investment adviser

Helena Special Investments LLC is registered with the SEC as an investment adviser. This is what it reports on Form ADV, the registration every adviser files and keeps current.

• RegistrationSEC 802-124824, CRD 317076 IAPD record

Who owns it

Owners of 5% or more as the firm lists them (Schedule A), and the owners of those owners up the chain (Schedule B).

• Henry Joseph Elkusowns 25% to 50%, since 01/2020
• Samuel Wyatt Feinburgowns 25% to 50%, since 01/2020
• Alan David Schwartzowns 10% to 25%, since 01/2020
• WESRAY SOCIAL INVESTMENTS LPowns 10% to 25%, since 01/2020
• Raymond G Chambersowns 75% or more of WESRAY II GP, since 08/2017

Stakes it holds

Helena Special Investments LLC has told the SEC it owns more than 5% of 1 company, latest first (Schedules 13D and 13G).

• Energy VaultSC 13D/A Feb 16, 2022 to Aug 18, 2022³