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Blueheel

● SEC registered since 2024CRD 331771SEC# 801-130756Dallas, TX
Export (members)
Ranks #4,939 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$180.9M
Fund GAV
$134.3M
Private funds
2
Employees
4
Accounts
39
Location
Dallas, TX

Blueheel assets under management

Blueheel is a registered investment adviser overseen by the SEC based in Dallas, TX. The firm has been registered since 2024. It reports $180.9 million in regulatory assets under management and employs 4 people. Blueheel manages 2 private funds with combined gross assets of $134.3 million, including Belmont Enhanced Return Partners Ltd. By regulatory assets, it ranks 4,939 of 5,911 private fund managers.

Blueheel private funds

2 funds · $134.3M GAV
FundTypeGross assetsMin.
Belmont Enhanced Return Partners LtdHedge$111.1M$500K
Wilton Partners LPHedge$23.2M$500K

Blueheel owners & executives

3 reported
NameTitleOwnershipSince
Colin James Green ControlInvestment Advisor Representative - Senior AnalystUnder 5%2024
Kelly Ann Griffith ControlChief Compliance OfficerUnder 5%2024
Sanjiv Kannanthanam Varghese ControlPrincipal, Cio And CeoOver 75%2024

Frequently asked questions

How much does Blueheel manage?

Blueheel reports $180.9 million in regulatory assets under management on its Form ADV.

How many private funds does Blueheel manage?

Blueheel manages 2 private funds with combined gross assets of $134.3 million.

How many employees does Blueheel have?

Blueheel reports 4 employees.

Where is Blueheel located?

Blueheel is based in Dallas, TX and has been SEC-registered since 2024.

Does Blueheel disclose fund performance?

Blueheel is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2000 McKinney Avenue, Suite 600, Dallas, TX 75201
Phone214-559-9972
Office hours5-Aug
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$87.8M
Non-discretionary$93.1M
Total (RAUM)$180.9M

Service providers

Prime broker