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| Ignite Planners LLC
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| CRD # | 289797 |
| SEC # | 801-112029 |
| CIK # | 0001849348 |
| AUM | 1,136.9 M (2026-05-05) |
| Employees | 38 (100% Investors, 11% Brokers) |
| Phone | 619-504-1907 |
| Address | 109 E Escalones San Clemente, CA 92672 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Apple Inc | 26.3 | |
| Nvidia Corp | 19.1 | |
| Microsoft Corp | 11.4 | |
| Amazon Com Inc | 9.4 | |
| Alphabet Inc | 7.6 | |
| Tesla Motors Inc | 6.5 | |
| Trustmark Corp | 6.0 | |
| Facebook Inc | 5.2 | |
| Broadcom Inc | 4.9 | |
| Caterpillar Inc | 4.9 |
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Helion Strategies Meridian Fund LLC | [2025-11-13] | 22.5 M | |
| Offered $100,000,000 · Filed 2025-10-03 (D) · Exemption 506(c), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining $100,000,000 · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Helion Strategies Horizon Fund LLC | [2025-08-08] | 12.1 M | |
| Offered $50,000,000 · Filed 2025-10-03 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $250,000 · Remaining $37,898,140 · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,155 | 594.5 |
| (b) Individuals (high net worth individuals) | 450 | 527.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.6 |
| (h) Charitable organizations | 5 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 14.3 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,614 | 1,136.9 |
| By Discretionary | ||
| Discretionary | 4,216 | 1,004.0 |
| Non-Discretionary | 398 | 133.0 |
| Total | 4,614 | 1,136.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 1,136.5 | |
| Total | 4,614 | 1,136.9 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| David Allred | Executive Officer | 12 | 2 | |
| Chace Adams | Executive Officer | 2 | 1 | |
| Cindy Allred | Executive Officer | 2 | 1 | |
| Stephen Swensen | Executive Officer | 2 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001849348] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
| Comparable Firms | State | AUM |
|---|---|---|
|
Affinity Investment Advisors LLC
✚
|
CA | 1,159.2 M |
|
Kelleher Financial Advisors LLC
✚
|
NY | 1,153.4 M |
|
Mark Asset Management LP
✚
|
NY | 1,142.0 M |
|
Provident Investment Management Inc
✚
|
MI | 1,133.6 M |
|
Ancora Alternatives LLC
✚
|
OH | 1,131.8 M |
|
Knightsbridge Asset Management LLC
✚
|
CA | 1,118.5 M |
|
ASA Managed Account Managers LLC
✚
|
MN | 1,115.7 M |
|
Lynx Investment Advisory LLC
✚
|
DC | 1,114.5 M |
|
SB Advisory LLC
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|
GA | 1,101.4 M |
|
Night Owl Capital Management LLC
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|
CT | 1,095.2 M |