Form D · Other Investment Fund

Athelas Investors II LLC

Sarasota, FL · CIK 0002139607

Offering snapshot reported Jun 18, 2026 · SEC filing

Reported sold
$3.85M
Offering amount: $4.78M
Investors reported
51
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Jun 5, 2026
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$1.92M$3.85MJun 18, 2026: $3,849,965.00Jun 18, 2026Jun 18, 2026: $3,849,965.00Jun 18, 2026

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors50 → 51

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 18, 2026Initial$3,849,965No comparison50SEC filing
Jun 18, 2026Amendment$3,849,965$0vs Jun 18, 202651SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-587867

Source: Form D, filed Jun 18, 2026. 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.

People and organizations reported in Form D filings
NameReported role
Matthew C. Ercolani Executive
Alexander Gross Executive
Athelas Manager Ii Llc Director
Erik Oros Executive
Aaron J. Singer Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
7204 Sutton Lane
Sarasota, FL, 32420