Helios Summit Partners, LLC is a private investment fund based in Denver, Colorado. According to its most recent Form D, filed Nov 22, 2022, it has sold $2,106,080 of interests to 11 investors since its first sale in Nov 2022. The minimum investment it accepts from an outside investor is $5,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Waters Kellogg; Helios Climate Partners, LLC; Jesse Johnson.
- Total raised
- $2,106,080Cumulative sales reported on Form D
- Investors
- 11
- First sale
- Nov 16, 2022
- Minimum investment
- $5,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Waters Kellogg; Helios Climate Partners, LLC; Jesse Johnson
- Latest Form D
- Nov 22, 2022
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
Questions about Helios Summit Partners, LLC
What is the minimum investment for Helios Summit Partners, LLC?
According to its latest Form D, filed Nov 22, 2022, the minimum investment Helios Summit Partners, LLC accepts from an outside investor is $5,000.
Who can invest in Helios Summit Partners, LLC?
Helios Summit Partners, 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 Helios Summit Partners, LLC raised?
Helios Summit Partners, LLC reports $2,106,080 sold from 11 investors on its Form D filed Nov 22, 2022. This is cumulative sales since the offering began, not current assets or performance.
Where is Helios Summit Partners, LLC based?
Helios Summit Partners, LLC is based in Denver, Colorado.
When did Helios Summit Partners, LLC launch?
Helios Summit Partners, LLC reports its first sale in Nov 2022.
Size compared with every private investment fund
Raised more than 35% of the 234 private investment funds based in Colorado, and more than 21% of all 10,287 that report sales.