Form D · Other Energy

Helios Solar Partners III, LLC

Aspen, CO · CIK 0001818195

Offering snapshot reported Oct 5, 2021 · SEC filing

Reported sold
$8.81M
Offering amount: $8.81M
Investors reported
8
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Jun 30, 2020
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$4.4M$8.81MJul 15, 2020: $5,105,000.00Jul 15, 2020Jan 8, 2021: $7,805,000.00Jan 8, 2021Oct 5, 2021: $8,805,000.00Oct 5, 2021

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 sold$7,805,000 → $8,805,000

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 5, 2021Amendment$8,805,000$1,000,000vs Jan 8, 20218SEC filing
Jan 8, 2021Amendment$7,805,000$2,700,000vs Jul 15, 20208SEC filing
Jul 15, 2020Initial$5,105,000No comparison3SEC 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
021-371067

Source: Form D, filed Oct 5, 2021. Minimum accepted may differ from a standard advertised minimum.

Fund connections

Each card uses that adviser's latest imported filing. Filing dates can differ; these disclosures do not confirm a current relationship.

Matched by reported Form D file number

HELIOS SOLAR PARTNERS III, LLC

Investment adviser: HELIOS CLIMATE VENTURES, LLC

Gross asset value
$8.81M
Beneficial owners
6
ADV minimum commitment
$25.5K

Reported in Form ADV on Mar 13, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund asset history · 2 annual observations Gross asset value by annual ADV filing$0$4.4M$8.81MFY 2024: $8,805,000.00FY 2024FY 2025: $8,805,000.00FY 2025

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Fiscal yearGross assetsBeneficial ownersADV filed
2024$8,805,0006Apr 1, 2025
2025$8,805,0006Mar 13, 2026
Filing source

Form ADV 2067429 · Mar 13, 2026 · Schedule D 7.B.(1), fund 805-9767735527

Reported by HELIOS CLIMATE VENTURES, LLC (CRD 319615).

Annual Updating Amendment ERA Report · fiscal year 2025.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; 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
Helios Capital Ventures, Llc Director
Waters A. Kellogg Director
Kirkwood & Kellogg, Llc Director

Issuer details

Industry: Other Energy (See others in industry)

Address:
400 East Main Street Suite 2
Aspen, CO, 81611
Phone: 978-270-4195