Blueheel
● SEC registered since 2024CRD 331771SEC# 801-130756Dallas, TX
Ranks #5,173 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$192.3M
Fund GAV
$129.1M
Private funds
2
Employees
4
Accounts
47
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 $192.3 million in regulatory assets under management and employs 4 people. Blueheel manages 2 private funds with combined gross assets of $129.1 million, including Belmont Enhanced Return Partners Ltd. By regulatory assets, it ranks 5,173 of 6,004 private fund managers.
Blueheel private funds
2 funds · $129.1M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Belmont Enhanced Return Partners Ltd | Hedge | $103.1M | $500K |
| Wilton Partners LP | Hedge | $26M | $500K |
Blueheel owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kelly Ann Griffith Control | Chief Compliance Officer | Under 5% | 2024 |
| Sanjiv Kannanthanam Varghese Control | Principal, Cio And Ceo | Over 75% | 2024 |
Frequently asked questions
How much does Blueheel manage?
Blueheel reports $192.3 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 $129.1 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
| Address | 2000 McKinney Avenue, Suite 600, Dallas, TX 75201 |
| Phone | 214-559-9972 |
| Office hours | 8-5 |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$192.3M▲ 5%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 76%
Larger than 24% of 16,271 advisers
AUM vs fund managersTop 86%
Larger than 14% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$192.3Mregulatory AUM
Discretionary $96.3MNon-discretionary $96.1M