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BLUEHEEL LLC
BLUEHEEL
CRD 331771 · SEC 801-130756
2000 MCKINNEY AVENUE, SUITE 600, DALLAS, TX, 75201, United States
Phone
214-559-9972
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$192.3M
Discretionary AUM
$96.3M
Team
4 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 2 | $129.1M |
| Corporations/business entities | 2 | $63.2M |
States served
TX
Official SEC filing: View on IAPD