Form D · Private Equity Fund
Helium Opportunity Fund I LLC
Scottsdale, AZ · CIK 0002024109
Offering snapshot reported Jul 17, 2024 · SEC filing
- Reported sold
- Yet to sell Offering amount: $20M
- Investors reported
- 0 Form D · investor count
- Minimum accepted
- $0 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 →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jul 17, 2024 | Initial | Yet to sell | No comparison | 0 | 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
- 021-519081
Source: Form D, filed Jul 17, 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
HELIUM OPPORTUNITY FUND I LLC
Investment adviser: HELIUM ADVISORS LLC
- Gross asset value
- $4.29M
- Beneficial owners
- 33
- ADV minimum commitment
- $100K
Reported in Form ADV on May 27, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- Yes
- External marketing
- No
COHNREZNICK
PCAOB 596
Filing source
Form ADV 2108237 · May 27, 2026 · Schedule D 7.B.(1), fund 805-2996636300
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.
| Name | Reported role |
|---|---|
| . Helium Opp Fund I Manager Llc | Executive |
| Howard Morin | Executive |
| Gary Russell | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Scottsdale, AZ, 85254