Form D · Investing
Helm x OneRoof, LLC
Boise, ID · CIK 0002056995
Offering snapshot reported Feb 18, 2025 · SEC filing
- Reported sold
- $154K Offering amount: $155K
- Investors reported
- 13 Form D · investor count
- Minimum accepted
- $5K Reported outside-investor minimum
- First sale
- Jan 21, 2025 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Feb 18, 2025 | Initial | $154,188 | No comparison | 13 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06c
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-538524
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Helm Holdco, Inc. | None |
Source: Form D, filed Feb 18, 2025. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Julie Helm Holdco, Inc. Weber | Executive |
Issuer details
Industry: Investing (See others in industry)
Address:
222 N 13 Th St
Boise, ID, 83702
Boise, ID, 83702