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BLUEHEEL LLC
Legal name: BLUEHEEL
CRD 331771File 801-130756
APPROVED
Custody
Filing as of Apr 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$192.3M
Below cohort median (national)
Discretionary AUM
$96.3M
Non-discretionary $96.1M
Clients
4
47 accounts
Employees
4
Bottom 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Aug 2, 2024
- Principal office
- 2000 MCKINNEY AVENUE, SUITE 600, DALLAS, TX, 75201
- Phone
- 214-559-9972
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $192.3M
- Discretionary AUM
- $96.3M
- Non-discretionary AUM
- $96.1M
- Discretionary accounts
- 8
- Non-discretionary accounts
- 39
- Total accounts
- 47
- AUM per client
- $48.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $63.2M |
| Pooled investment vehicles | 2 | $129.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.