BLUEHEEL LLC

RIASEC RegisteredEst. 2024

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 limited liability company that operates as a hedge fund adviser and registered with the SEC in 2024. The firm is owned by an individual and targets institutional clients. Its advisory services include portfolio management for individuals and small businesses, management of pooled investment vehicles, and selection of third‑party advisers. Compensation combines an asset‑based fee with performance‑based fees. Blueheel does not identify as an active ESG investor and is not structured as a capital allocator; it also serves as sponsor, general partner and managing member of pooled investment vehicles it manages.