B
Blueheel
SEC-registered
Private Fund Manager · Small ($100M–$1B)
CRD 331771
· SEC file 801-130756
· Dallas, TX
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ADV data as of Apr 01, 2026
- Regulatory AUM
- $192M
- Discretionary
- $96.3M
- Clients
- 4
- Avg AUM / client
- $48.1M
- Accounts
- 47
- Employees
- 4
AUM over time
$0
$192M
Jun 2024
Dec 2025
Annual snapshots from Form ADV filings · as of Apr 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $129M | 67.1% |
| Corporations and other businesses | 2 | $63.2M | 32.9% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Griffith, Kelly, Ann | Chief Compliance Officer | May 2024 (2y) | Less than 5% | |
| Nunley, Matthew, Thomas | Principal And Coo | May 2024 (2y) | 50% – 75% | |
| Sanjiv Kannanthanam Varghese | Principal, Cio And Ceo | May 2024 (2y) | 50% – 75% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/01/2026 | 1.31 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Reported custodians
- Jefferies Llc $70.3M (37% of AUM) Apr 2026
- Btig, Llc $26.1M (14% of AUM) Apr 2026
- J.P. Morgan $20.0M (10% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 01, 2026.
View current Form ADV (SEC/IAPD) ↗