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|
| Keyboard |
| Blueheel
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|
|---|---|
| CRD # | 331771 |
| SEC # | 801-130756 |
| CIK # | |
| AUM | 192.3 M (2026-04-01) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 214-559-9972 |
| Address | 2000 Mckinney Avenue Dallas, TX 75201 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Belmont Enhanced Return Partners Ltd | 2012-03-30 | 103.1 M | |
| HF | Wilton Partners LP | 2012-03-30 | 26.0 M |
| AUM Breakdown | Accounts | AUM ($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 | 129.1 |
| (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 | 63.2 |
| (n) Other | 0 | 0.0 |
| Total | 47 | 192.3 |
| By Discretionary | ||
| Discretionary | 8 | 96.3 |
| Non-Discretionary | 39 | 96.1 |
| Total | 47 | 192.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 192.3 | |
| Total | 47 | 192.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
| Comparable Firms | State | AUM |
|---|---|---|
|
Hillman Capital Management Inc
✚
|
MD | 195.9 M |
|
Covestor Ltd
✚
|
195.8 M | |
|
Marvin & Palmer Associates
✚
|
DE | 195.7 M |
|
Fort Street Asset Management LLC
✚
|
HI | 195.4 M |
|
Buckley Capital Advisors LLC
✚
|
FL | 193.8 M |
|
Anchor Capital Management Group Inc
✚
|
CA | 191.2 M |
|
Columbia River Advisors LLC
✚
|
WA | 191.1 M |
|
Dynamic Wealth Strategies LLC
✚
|
CA | 190.7 M |
|
Daytona Street Capital LLC
✚
|
MO | 189.3 M |
|
Bristlecone Value Partners LLC
✚
|
CA | 188.4 M |