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 owned limited liability company operating as a hedge-fund–style adviser focused on institutional clients. The firm is SEC-registered (registration year 2024) and charges both asset-based fees and performance fees. Its advisory work spans portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and the selection of third-party advisers. Blueheel also functions as sponsor, general partner, and managing member of pooled vehicles, signaling active involvement in fund formation and manager oversight. The firm does not identify as an active ESG investor and is not reported as a multi-state adviser.