HELIOS, LLC
CRD #141963 SEC #801-67803 ORLANDO, FL 407-894-4702
SEC Registered
Total AUM
$58.4M
Discretionary
$58.4M
Employees
5
Clients
26
Accounts
93
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 3, 2007
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| AGUILERA, RODOLFO, DAVID | I | PRINCIPAL / CHIEF COMPLIANCE OFFICER | NA | Control |
| AGUILERA, RODOLFO, DAVID | I | PRINCIPAL / CHIEF COMPLIANCE OFFICER | NA | Control |
| AGUILERA, RODOLFO, DAVID | I | PRINCIPAL / CHIEF COMPLIANCE OFFICER | NA | Control |
| GOLD, JONATHAN, KENNETH | I | PRINCIPAL | NA | Control |
| ZEITLER, DONNA, CARAWAY | I | PRINCIPAL | NA | Control |
| ZEITLER, DONNA, CARAWAY | I | PRINCIPAL | NA | Control |
| HELIOS VENTURES, LLC | DE | MEMBER | E | Control |
| HELIOS VENTURES, LLC | DE | MEMBER | E | Control |
| HELIOS VENTURES, LLC | DE | MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| GOLD, JONATHAN, KENNETH | I | HELIOS VENTURES, LLC | F | Control |
| AGUILERA, RODOLFO, DAVID | I | HELIOS VENTURES, LLC | E | Control |
| AGUILERA, RODOLFO, DAVID | I | HELIOS VENTURES, LLC | E | Control |
| AGUILERA, RODOLFO, DAVID | I | HELIOS VENTURES, LLC | E | Control |
| ZEITLER, DONNA, CARAWAY | I | HELIOS VENTURES, LLC | C | Control |
| ZEITLER, DONNA, CARAWAY | I | HELIOS VENTURES, LLC | C | Control |
Registrations
Federal
IA
Apr 3, 2007 REGISTERED
Notice Filings (1)
FL
Address
390 NORTH ORANGE AVESUITE 2300
ORLANDO, FL 32801-1684
USA
Phone: 407-894-4702