Blueheel LLC

RIASEC Registered

Total AUM

$192M

Discretionary

$96.3M

50% of AUM

Avg account

$4.1M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Dallas, Texas
CRD number: 331771
Registered since: August 2, 2024
Custodians: JEFFERIES LLC, BTIG, LLC, J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles67.13%
Corporations / Businesses32.87%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Blueheel LLC is a privately held limited liability company that operates as a hedge fund manager focused on institutional business. The firm is SEC-registered (registration year 2024) and provides portfolio management for both individuals/small businesses and pooled investment vehicles, and it also performs selection-of-other-advisers work. Fee arrangements include both a percentage-of-assets component and performance-based fees, consistent with its hedge fund structure. Blueheel is owned by an individual and is active as a sponsor/GP and managing member of pooled investment vehicles. Blueheel does not identify as an ESG investor and is not presented as a multi-state adviser. Its activity mix indicates the firm both runs its own pooled funds and uses third-party managers as part of its investment program.