Athelas Investors II LLC is a private investment fund based in Sarasota, Florida. According to its most recent Form D, filed Jun 18, 2026, it has sold $3,849,965 of interests to 51 investors since its first sale in Jun 2026. The minimum investment it accepts from an outside investor is $25,000. The offering uses Rule 506(b), which does not permit general solicitation. Based on its first sale date and the amount raised, AltMountain classifies it as an emerging manager. Related persons named in the filing include Athelas LLC; Alexander Gross; Aaron Singer.
- Total raised
- $3,849,965Cumulative sales reported on Form D
- Investors
- 51
- First sale
- Jun 5, 2026
- Minimum investment
- $25,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Athelas LLC; Alexander Gross; Aaron Singer
- Latest Form D
- Jun 18, 2026
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Raise history
| Filed | Filing | Total raised | Investors | Source |
|---|---|---|---|---|
| Jun 18, 2026 | Amendment | $3,849,965 | 51 | SEC.gov ↗ |
| Jun 18, 2026 | First notice | $3,849,965 | 50 | SEC.gov ↗ |
2 Form D filings in the SEC's electronic records (2008 onward), the earliest on Jun 18, 2026. Each filing reports the cumulative amount sold and the number of investors to that date, as the fund filed it. Not verified, and not the fund's current assets. Source: U.S. Securities and Exchange Commission, Form D data sets.
Questions about Athelas Investors II LLC
What is the minimum investment for Athelas Investors II LLC?
According to its latest Form D, filed Jun 18, 2026, the minimum investment Athelas Investors II LLC accepts from an outside investor is $25,000.
Who can invest in Athelas Investors II LLC?
Athelas Investors II LLC is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(b), which does not allow general advertising.
How much has Athelas Investors II LLC raised?
Athelas Investors II LLC reports $3,849,965 sold from 51 investors on its Form D filed Jun 18, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is Athelas Investors II LLC based?
Athelas Investors II LLC is based in Sarasota, Florida.
When did Athelas Investors II LLC launch?
Athelas Investors II LLC reports its first sale in Jun 2026, which makes it an emerging manager by AltMountain's definition (first sale in 2021 or later and under $50 million raised).
Size compared with every private investment fund
Raised more than 55% of the 868 private investment funds based in Florida, and more than 28% of all 10,333 that report sales.