BLUEBONNET HOLDINGS

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
WEST LAKE HILLS, Texas
CRD number
318998

Firm profile

FINTRX

Overview

Bluebonnet Holdings is organized as a limited liability company and appears to operate primarily as a sponsor and manager of pooled investment vehicles rather than as a traditional advisory firm with retail or institutional client relationships. Publicly disclosed characteristics are sparse: the entity is listed as owned by an individual, classified as unclassified, and is not identified as a multi-state adviser, active ESG investor, pension consultant, or related adviser. The firm is not described as a capital allocator, and key fields such as fee structure and explicit advisory activities are not provided in the available record. Regulatory details and registration timing are not available in the source material. The most concrete operational signal is Bluebonnet Holdings’ role in sponsoring and serving as GP/managing member of pooled vehicles, indicating its activity is centered on structuring and managing private pooled investment vehicles rather than providing broad wealth-management services.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Thomas Burns

    ManagerCRD 7502879

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

WEST LAKE HILLS, TX

TRAVIS

Location

WEST LAKE HILLS, TX

Headquartered in WEST LAKE HILLS, TX, in the South of the United States.

Region
South
County
TRAVIS
Address
5656 Bee Caves Rd
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth