Fund family · SEC Form D record
Helios Investors funds
Helios Investors has 3 vehicles on the SEC Form D record, in 2 numbered generations, filed from 2019 to 2026. The newest is Helios Investors V, L.P., first filed Jun 30, 2025. The adviser of record on Form ADV Schedule D is Helios Investment Partners LLP.
- Vehicles
- 3
- Numbered generations
- 2
- First filing
- 2019
- Latest filing
- Jul 15, 2026
Adviser of record (Form ADV Schedule D) Helios Investment Partners LLP (CRD 162865)
Names, dates and status as filed on SEC EDGAR. A Form D is a notice of an exempt offering; the SEC does not review or approve it. Grouped by name; see the last question below.
Fund V
2 vehicles · first filed · latest filing
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Helios Investors V, L.P.CIK 2074136 | First sale yet to occur | EDGAR | |||
| Helios Investors V, L.P.CIK 2074135 | Filed within 13 months | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund IV
1 vehicle · first filed · latest filing
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Helios Investors IV, L.P.CIK 1783649 | Annual amendment overdue | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Questions about the Helios Investors funds
- How many Helios Investors funds are there?
- The SEC Form D record shows 3 vehicles in 2 numbered generations, the earliest filed Aug 9, 2019 and the latest filing on Jul 15, 2026. By generation: Fund V (2 vehicles, first filed Jun 30, 2025); Fund IV (Helios Investors IV, L.P., first filed Aug 9, 2019).
- What is the latest Helios Investors fund?
- Helios Investors V, L.P., which first filed a Form D on Jun 30, 2025. Its own page carries the filed terms, the people named on the form and every filing on EDGAR.
- Who is the adviser to the Helios Investors funds?
- Helios Investment Partners LLP (ERA, CRD 162865), joined from Form ADV Schedule D, where an adviser lists each private fund it advises and the fund's Form D file number.
- How much have the Helios Investors funds raised?
- Each vehicle reports an amount sold and an investor count on its latest Form D or amendment, and those figures are on each vehicle's entity page. The totals by generation are in the AltStreet Terminal (Investor), where master and parallel sleeves that report one family-wide figure are counted once.
- How does AltStreet group these funds into a family?
- By name: the base name minus the fund number, sleeve letters, jurisdiction and legal form, read from each issuer's Form D (lib/edgar/fundFamilies.ts). 'Fund IV' is generation 4; a vehicle whose name carries no number is listed as unnumbered. It is a name-based grouping, not a statement of common control; the filings on each entity page show the related persons as filed.