RIA Intelligence

BLUEHEEL

Legal name: BLUEHEEL LLC

CRD #331771 SEC #801-130756 DALLAS, TX 214-559-9972
SEC Registered Private Funds
Total AUM
$180.9M
Discretionary
$87.8M
Employees
4
Clients
--
Accounts
39

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jul 7, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
GRIFFITH, KELLY, ANNICHIEF COMPLIANCE OFFICERNA Control
GRIFFITH, KELLY, ANNICHIEF COMPLIANCE OFFICERNA Control
GRIFFITH, KELLY, ANNICHIEF COMPLIANCE OFFICERNA Control
GRIFFITH, KELLY, ANNICHIEF COMPLIANCE OFFICERNA Control
GRIFFITH, KELLY, ANNICHIEF COMPLIANCE OFFICERNA Control
Green, Colin, JamesIINVESTMENT ADVISOR REPRESENTATIVE - SENIOR ANALYSTNA Control
Green, Colin, JamesIINVESTMENT ADVISOR REPRESENTATIVE - SENIOR ANALYSTNA Control
Green, Colin, JamesIINVESTMENT ADVISOR REPRESENTATIVE - SENIOR ANALYSTNA Control
griffith, KellyICHIEF COMPLIANCE OFFICERNA Control
VARGHESE, SANJIV, KANNANTHANAMIPRINCIPAL, CIO AND CEOE Control
NUNLEY, MATTHEW, SCOTTIPRINCIPALD Control
NUNLEY, MATTHEW, THOMASIPRINCIPAL AND COOD Control
NUNLEY, MATTHEW, THOMASIPRINCIPAL AND COOD Control
NUNLEY, MATTHEW, THOMASIPRINCIPAL AND COOD Control
NUNLEY, MATTHEW, THOMASIPRINCIPAL AND COOD Control
VARGHESE, SANJIV, KANNANTHANAMIPRINCIPAL, CIO AND CEOD Control
VARGHESE, SANJIV, KANNANTHANAMIPRINCIPAL, CIO AND CEOD Control
VARGHESE, SANJIV, KANNANTHANAMIPRINCIPALD Control
VARGHESE, SANJIV, KANNANTHANAMIPRINCIPAL, CIO AND CEOD Control
VARGHESE, SANJIV, KANNANTHANAMIPRINCIPAL, CIO AND CEOD Control

Registrations

Federal

IA
Jul 7, 2025 REGISTERED

Notice Filings (1)

TX

Address

2000 MCKINNEY AVENUE
SUITE 600
DALLAS, TX 75201
United States
Phone: 214-559-9972