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Building 2BLUEHEEL LLC

Map pinDALLAS, TX
Phone214-559-9972
NotebookSEC #801-130756
Total AUM
$192.3M
Employees
4
Clients
4

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2000 MCKINNEY AVENUE
SUITE 600
DALLAS
TX 75201
United States
Operating Hours
8-5
Monday - Friday
Phone
214-559-9972

ReceiptFinancials

Total AUM
$192.3M
Accounts
47
Discretionary
$96.3M
Accounts
8
Non-Discretionary
$96.1M
Accounts
39

ContactClients

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Pooled Vehicle Clients
2
AUM
$129.1M
Corporation or Business Clients
2
AUM
$63.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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