Helio Analytica Fund I LP is a hedge fund based in San Juan, Puerto Rico. According to its most recent Form D, filed Jun 18, 2025, the fund has sold $1,250,000 of interests to 2 investors since its first sale in May 2025. The filing does not set a minimum investment. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Based on its first sale date and the amount raised, HedgeMountain classifies it as an emerging manager. Related persons named in the filing include Helio Analytica Fund I GP LLC; Stephen Johnson; Colleen Gallagher.
- Total raised
- $1,250,000Cumulative sales reported on Form D
- Investors
- 2
- First sale
- May 20, 2025
- Minimum investment
- None set
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Helio Analytica Fund I GP LLC; Stephen Johnson; Colleen Gallagher
- Latest Form D
- Jun 18, 2025
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and HedgeMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures
Size compared with every hedge fund
Raised more than 26% of the 38 hedge funds based in Puerto Rico, and more than 7% of all 10,157 that report sales.