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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Blueheel
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|---|---|
| CRD # | 331771 |
| SEC # | 801-130756 |
| CIK # | |
| AUM | $180.9 M (2025-07-07) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 214-559-9972 |
| Address | 2000 Mckinney Avenue Dallas, TX 75201 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Belmont Enhanced Return Partners Ltd | 2012-03-30 | 111.1 | |
| HF | Wilton Partners LP | 2012-03-30 | 23.2 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 134.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 46.6 |
| (n) Other | 0 | 0.0 |
| Total | 39 | 180.9 |
| By Discretionary | ||
| Discretionary | 8 | 87.8 |
| Non-Discretionary | 31 | 93.1 |
| Total | 39 | 180.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 180.9 | |
| Total | 39 | 180.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Demeter Tactical Investments Corp
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|
WY | 0.2 |
|
AIS Capital Management LP
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|
CT | 0.2 |
|
Santiago Capital LLC
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|
0.2 | |
|
Osbon Capital Management LLC
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|
MA | 0.2 |
|
Jason A Prattes Financial Inc
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|
CA | 0.2 |
|
EMC Capital Management LLC
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|
TX | 0.2 |
|
Topturn Capital LLC
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|
CA | 0.2 |
|
Crystal Rock Capital Management LLC
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|
IL | 0.2 |
|
Steinberg Asset Management LLC
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|
NY | 0.2 |
|
Oberon Asset Management LLC
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|
NY | 0.2 |