Form D · Hedge Fund

Helion Strategies Meridian Fund, LLC

Dover, DE · CIK 0002088331

Offering snapshot reported Sep 4, 2026 · SEC filing

Reported sold
Yet to sell
Offering amount: $100M
Investors reported
0
Form D · investor count
Minimum accepted
$1M
Reported outside-investor minimum
First sale
Yet to occur
As reported in this filing

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, 2026AmendmentYet to sellNo comparison0SEC filing
Oct 3, 2025InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06c, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-559725

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 MERIDIAN FUND, LLC

Investment adviser: IGNITE PLANNERS LLC

Gross asset value
$22.5M
Beneficial owners
100
ADV minimum commitment
$1M

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 805-5110721998

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