SEC-Registered Investment Adviser
Three Bell Capital LLC
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated June 9, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- February 18, 2014
- Principal office
- 1925 Cedar Springs Road, Suite 102, Dallas, TX 75201
- Organized as
- Limited Liability Company, CA
- Fiscal year end
- December
- Other offices
- 10
Scale
- Regulatory AUM
- $5.1B
- Discretionary / non-discretionary
- $2.1B / $2.9B
- Accounts
- 628
- Clients
- 0
- Employees
- 22, 14 in advisory roles
- Private funds advised
- 17
- Private fund gross assets
- $517.3M
- Fund types
- 2 hedge funds, 8 private equity funds, 1 real estate funds, 3 venture capital funds, 3 other private funds
- Client assets in custody
- $1.1B (565 clients)
Business, clients and compensation, as filed
- Advisory activities
- financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting, selection of other advisers, educational seminars or workshops and other advisory activities
- Compensated by
- a percentage of assets under management, fixed fees, performance-based fees and other
- Client types
- individuals (other than high net worth) (0); high net worth individuals (432); banking or thrift institutions (0); investment companies (0); business development companies (0); pooled investment vehicles (17); pension and profit sharing plans (179); charitable organizations (0); state or municipal government entities (0); other investment advisers (0); insurance companies (0); sovereign wealth funds and foreign official institutions (0); corporations or other businesses (0); other (0)
- Related persons include
- a sponsor, general partner or managing member of pooled investment vehicles
Form ADV Item 11 disclosures
No yes answers on Item 11 as of the latest Form ADV (June 9, 2026). Item 11 covers the firm and its advisory affiliates.
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.