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THREE BELL CAPITAL LLC
CRD 159736 · SEC 801-79156
1925 CEDAR SPRINGS ROAD, SUITE 102, DALLAS, TX, 75201, United States
Phone
650-843-9836
Fax
650-843-9836
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$5.05B
Discretionary AUM
$2.10B
Team
22 total employees; 14 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees; Performance-based fees; THIRD PARTY
Org form
Limited Liability Company
Filing date
2026-06-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Pension consultingSelection of other advisersEducational seminarsESTATE PLANNING, TAX PLANNING, INSURANCE PLANNING, LENDING
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 432 | $1.59B |
| Pooled investment vehicles | 17 | $517.3M |
| Pension/profit sharing plans | 179 | $2.95B |
States served
VT, AZ, CA, IL, KS, MN, MT, NV, NY, NC, VA, WA, TX, HI, FL
All web addresses on file
Official SEC filing: View on IAPD