Ignite Planners LLC
● SEC registered since 2017CRD 289797SEC# 801-112029San Clemente, CA
Ranks #2,841 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.14B
Fund GAV
$22.5M
Private funds
2
Employees
38
Accounts
4,614
Location
San Clemente, CA
Ignite Planners LLC assets under management
Ignite Planners LLC is an investment advisory firm registered with the SEC based in San Clemente, CA. The firm has been registered since 2017. It reports $1.1 billion in regulatory assets under management and employs 38 people. Ignite Planners LLC manages 2 private funds with combined gross assets of $22.5 million, including Helion Strategies Meridian Fund, LLC. By regulatory assets, it ranks 2,841 of 6,004 private fund managers.
Ignite Planners LLC private funds
2 funds · $22.5M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Helion Strategies Meridian Fund, LLC | Hedge | $22.5M | $1M |
| Helion Strategies Horizon Fund, LLC | Hedge | — | $250K |
Ignite Planners LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Burton Labas Control | Managing Member | 25-50% | 2017 |
| David John Allred Control | Managing Member | 25-50% | 2022 |
| Dominick Anthony Zizzo Control | Chief Compliance Officer | Under 5% | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does Ignite Planners LLC manage?
Ignite Planners LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
How many private funds does Ignite Planners LLC manage?
Ignite Planners LLC manages 2 private funds with combined gross assets of $22.5 million.
How many employees does Ignite Planners LLC have?
Ignite Planners LLC reports 38 employees.
Where is Ignite Planners LLC located?
Ignite Planners LLC is based in San Clemente, CA and has been SEC-registered since 2017.
Does Ignite Planners LLC disclose fund performance?
Ignite Planners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 109 E. Escalones, San Clemente, CA 92672 |
| Phone | 619-504-1907 |
| Office hours | By Appointment |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1849348 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.14B▲ 21%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 31%
Larger than 69% of 16,271 advisers
AUM vs fund managersTop 47%
Larger than 53% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 15%
More than 85% of 16,825 advisers
Assets under management
$1.14Bregulatory AUM
Discretionary $1BNon-discretionary $133M
Service providers
Auditor
Prime broker
Custodian
Administrator