Investor · Summerland, CA
Lance Helfert
Open Lance in the network graph →Filings
17
SEC Form D
Connections
38
co-filers
Capital
$2.6M
across filings
Active
Nov 2017
to Nov 2022
Most-connected co-filers (38)
Atticus G. Lowe · San Antonio, TX13 sharedRowan Chapman · Menlo Park, CA9 sharedDiana A. Perlman · Springfield, MA9 sharedJacques Soiret · Montecito, CA7 sharedPaul Orfalea · Santa Barbara, CA7 sharedJames G. Miller · San Antonio, TX6 sharedChristopher T. Gleason · Thousand Oaks, CA5 sharedSteve S. Hooper · Seattle, WA5 sharedRobert G. Watson · San Antonio, TX5 sharedWest Coast Asset Management, Inc · Santa Barbara, CA5 sharedWest Coast Asset Management, Inc · Santa Barbara, CA5 sharedSara Lou Sherman · Boston, MA4 sharedR. Atticus Lowe · Summerland, CA4 sharedJoseph Lucia · Summerland, CA3 sharedChurchill Franklin · Boston, MA2 sharedRonald L. Brank · Nashville, TN2 sharedUli Sigg · Hong Kong, Hong Kong2 sharedXiaoqing Xu · Hong Kong, Hong Kong2 sharedPeter K. Finn, Esq · Boston, MA2 sharedGeorgia N. Prinsloo · Grand Cayman, Cayman Islands2 sharedRichard E. Menchaca · San Antonio, TX2 sharedJeff C. Bruener · Nashville, TN2 sharedSymbion, Inc · Nashville, TN2 sharedJohn Kagan, M.D · Fort Myers, FL2 shared
Recent filings (17)
Cinquante-Cinq OZ Fund, LLCFeb 2025 · 8 co-filers$13.7MCinquante-Cinq OZ Fund, LLCFeb 2025 · 8 co-filers$13.7MMontecito Venture Partners LLCNov 2022 · 6 co-filers$933KMontecito Venture Partners LLCNov 2022 · 6 co-filers$933KMontecito Venture Partners LLCMar 2022 · 6 co-filers$984KMontecito Venture Partners LLCMar 2022 · 6 co-filers$984KMontecito Venture Partners LLCNov 2017 · 6 co-filers$700KMontecito Venture Partners LLCNov 2017 · 6 co-filers$700KEnerJex Resources, Inc.May 2017 · 11 co-filers$300KEnerJex Resources, Inc.May 2017 · 11 co-filers$300KEnerJex Resources, Inc.Mar 2015 · 13 co-filers$5.4MEnerJex Resources, Inc.Mar 2015 · 13 co-filers$5.4MWEST COAST OPPORTUNITY FUND LLCDec 2013 · 9 co-filersWEST COAST OPPORTUNITY FUND LLCApr 2012 · 9 co-filersEnerJex Resources, Inc.May 2011 · 7 co-filers$5.0MWEST COAST OPPORTUNITY FUND LLCMay 2011 · 9 co-filersEnerJex Resources, Inc.Apr 2011 · 7 co-filers$5.0MPHYSICIANS SURGERY CENTER LLCFeb 2011 · 16 co-filers$77KEnerJex Resources, Inc.Jan 2011 · 7 co-filers$25.8MEnerJex Resources, Inc.Jan 2011 · 7 co-filers$10.0MWEST COAST OPPORTUNITY FUND LLCApr 2010 · 9 co-filersPHYSICIANS SURGERY CENTER LLCMay 2009 · 12 co-filers$472KWEST COAST OPPORTUNITY FUND LLCApr 2009 · 9 co-filers
Derived from public SEC Form D (Reg D) filings; entities resolved probabilistically. See Lance in the interactive graph →