Form D · Hedge Fund

Helion Strategies Horizon Fund, LLC

Dover, DE · CIK 0002080582

Offering snapshot reported Sep 4, 2026 · SEC filing

Reported sold
$12.1M
Offering amount: $50M
Investors reported
31
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Oct 1, 2025
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$6.05M$12.1MAug 7, 2025Oct 3, 2025: $12,101,860.00Sep 4, 2026: $12,101,860.00Sep 4, 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.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 4, 2026Amendment$12,101,860$0vs Oct 3, 202531SEC filing
Oct 3, 2025Amendment$12,101,860No comparison31SEC filing
Aug 7, 2025InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-554019

Source: Form D, filed Sep 4, 2026. 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

HELION STRATEGIES HORIZON FUND, LLC

Investment adviser: IGNITE PLANNERS LLC

Gross asset value
$0
Beneficial owners
100
ADV minimum commitment
$250K

Reported in Form ADV on Aug 3, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator NAV CONSULTING OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor HAYNIE AND COMPANY LAS VEGAS, Nevada, United States
Custodian INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States Related to adviser: No
Prime broker INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

HAYNIE AND COMPANY
PCAOB 457

INTERACTIVE BROKERS LLC
SEC 8-47257

INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257

Filing source

Form ADV 2123116 · Aug 3, 2026 · Schedule D 7.B.(1), fund 805-8313724683

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
NameReported role
Chace Adams Executive
David Allred Executive
Cindy Allred Executive
Stephen Swensen Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
838 Walker Road, Suite 21 2
Dover, DE, 19904