Form D · Hedge Fund

Figure HELOC Access Fund, LLC

San Francisco, CA · CIK 0002017338

Offering snapshot reported Mar 28, 2024 · SEC filing

Reported sold: $8M
Investors reported: 8
Minimum accepted: $100K
First sale: Mar 15, 2024

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
Mar 28, 2024	Initial	$8,000,000	No comparison	8	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06c, 3C, 3C.1
Duration over one year: No
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-508964

Source: Form D, filed Mar 28, 2024. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

FIGURE HELOC ACCESS FUND, LLC

Investment adviser: FIGURE INVESTMENT ADVISORS, LLC

Gross asset value: $8.05M
Beneficial owners: 8
ADV minimum commitment: $100K

Reported in Form ADV on Jun 5, 2025. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator FORMIDIUM CORP DOWNERS GROVE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Custodian FIRST REPUBLIC BANK SAN FRANCISCO, California, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

FIRST REPUBLIC BANK
LEI YWC0TIKBQM2JV8L4IV08

Filing source

Form ADV 1996081 · Jun 5, 2025 · Schedule D 7.B.(1), fund 805-3266477950

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

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
Name	Reported role
Michael Abbate	Executive
N/A Figure Investment Advisors, Llc	Executive
Jason Asbury Rives	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

650 California Street Suite 2700
San Francisco, CA, 94108