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THREE BELL CAPITAL LLC
DALLAS, TX
650-843-9836
SEC #801-79156Total AUM
$5.1B
Employees
22Clients
628Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1925 CEDAR SPRINGS ROAD
SUITE 102
DALLAS
TX 75201
United States
SUITE 102
DALLAS
TX 75201
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
650-843-9836
Other Offices
10
Financials
Total AUM
$5.1B
Accounts
628Discretionary
$2.1B
Accounts
449Non-Discretionary
$2.9B
Accounts
179
Clients
HNW Individual Clients
432AUM
$1.6B
Pooled Vehicle Clients
17AUM
$517.3M
Pension/Profit Sharing Plan Clients
179AUM
$2.9B
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPension ConsultingPooled Vehicle Portfolio Management
Other Services
ESTATE PLANNING, TAX PLANNING, INSURANCE PLANNING, LENDING
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
THIRD PARTY
Compliance
Disclosures
None reported
State Registrations
AZCAFLHIILKSMNMTNCNVNYTXVAWA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.