Helios Strategic Ltd
Helios Strategic Ltd is a hedge fund based in Grand Cayman, Cayman Islands. According to its most recent Form D, filed Aug 24, 2026, the fund has sold $295,377,620 of interests to 118 investors since its first sale in Mar 2007. The minimum investment it accepts from an outside investor is $100,000. 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. Related persons named in the filing include David Gong; Nawal Gupta; Helios Capital Management Pte. Ltd.
Performance
No verified returns have been reported for this fund. As a rough guide, Helios Capital Management Pte. LTD, which manages it, disclosed U.S. stock holdings that returned an estimated -9.5% 2026 YTD through Jun 30 (S&P 500: +9.5%), based only on its public 13F filings. Over a longer period, Q3 2024 to Q2 2026, the estimate is +5.5% (S&P 500: +37.2%).
This estimate covers the firm's whole disclosed long U.S. stock portfolio. It is not this fund's return and excludes dividends, fees, shorts, derivatives, bonds, cash and trading within each quarter.
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- Total raised
- $295,377,620Cumulative sales reported on Form D
- Investors
- 118
- First sale
- Mar 1, 2007
- Minimum investment
- $100,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- David Gong; Nawal Gupta; Helios Capital Management Pte. Ltd
- Latest Form D
- Aug 24, 2026
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain 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 · Request a correction
Questions about Helios Strategic Ltd
What is the minimum investment for Helios Strategic Ltd?
According to its latest Form D, filed Aug 24, 2026, the minimum investment Helios Strategic Ltd accepts from an outside investor is $100,000.
Who can invest in Helios Strategic Ltd?
Helios Strategic Ltd is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.
How much has Helios Strategic Ltd raised?
Helios Strategic Ltd reports $295,377,620 sold from 118 investors on its Form D filed Aug 24, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is Helios Strategic Ltd based?
Helios Strategic Ltd is based in Grand Cayman, Cayman Islands and is managed by Helios Capital Management Pte. LTD.
When did Helios Strategic Ltd launch?
Helios Strategic Ltd reports its first sale in Mar 2007.
Size compared with every hedge fund
Raised more than 67% of the 2,363 hedge funds based in Cayman Islands, and more than 75% of all 10,308 that report sales.