Sanjiv Varghese is a registered investment advisor at Blueheel LLC, based in Dallas, TX, with 9 years of industry experience. Sanjiv operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Blueheel charges an annual management fee, paid monthly, equal to 1/4th of 1% (0.25%) multiplied by the greater of assets under management or the commitment amount during the initial 10-year investment period. After the initial investment period, management fees are negotiable. Blueheel also receives an annual incentive allocation fee equal to ten percent (10%) realized and unrealized gains on assets, net of all losses and expenses associated with the discretionary assets under management, minus the portion of the Management Fee attributable to discretionary assets under management.
Location
2000 Mckinney Avenue, Suite 600, Dallas, TX, 75201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Blueheel LLC
Previous Registrations
Five Keys Capital Advisors INC.
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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