other names
Three Bell Capital, LLC provides investment advisory services. The Company offers wealth and portfolio management, securities, and corporate retirement plans. Three Bell Capital serves clients in the United States.

Adviser Profile

As of Date 01/13/2025
Adviser Type - Large advisory firm
Number of Employees 20 5.26%
of those in investment advisory functions 13 18.18%
Registration California, Terminated, 08/02/2014
Other registrations (1)
AUM* 3,296,708,457 22.06%
of that, discretionary 1,198,328,723 26.13%
Private Fund GAV* 374,692,898 10.33%
Avg Account Size 6,267,507 18.58%
% High Net Worth 65.97% 10.89%
SMA’s Yes
Private Funds 11 3
Contact Info 650 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
2B 2B 1B 1B 776M 518M 259M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count2 GAV$161,848,081
Fund TypePrivate Equity Fund Count5 GAV$140,039,817
Fund TypeReal Estate Fund Count1 GAV$14,775,000
Fund TypeVenture Capital Fund Count2 GAV$24,525,000
Fund TypeOther Private Fund Count1 GAV$33,505,000

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser MAIORA ASSET MANAGEMENT PTE. LTD. Hedge Fund502.0k Liquidity Fund- Private Equity Fund79.7m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund14.8m Other Fund- Total Private Fund GAV109.9m AUM- #Funds5
Adviser FRANKLIN ADVISERS, INC. Hedge Fund353.8m Liquidity Fund347.9m Private Equity Fund1.8b Real Estate Fund- Securitized Asset Fund1.6b Venture Capital Fund- Other Fund148.6m Total Private Fund GAV4.2b AUM467.0b #Funds72
Adviser WESTBRIDGE CAPITAL US ADVISORS, LP Hedge Fund7.3b Liquidity Fund- Private Equity Fund8.7b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund38.0m Other Fund- Total Private Fund GAV16.1b AUM8.0b #Funds7
Adviser FREEGULLIVER, LLC Hedge Fund44.8m Liquidity Fund- Private Equity Fund200.0m Real Estate Fund5.4m Securitized Asset Fund- Venture Capital Fund6.8m Other Fund3.4m Total Private Fund GAV267.2m AUM548.3m #Funds40
Adviser LAVELLE CAPITAL Hedge Fund- Liquidity Fund- Private Equity Fund35.2m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund3.0m Other Fund16.7m Total Private Fund GAV57.9m AUM267.4m #Funds14
Adviser JACOBS ASSET MANAGEMENT, LLC Hedge Fund290.7m Liquidity Fund- Private Equity Fund714.4k Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV291.4m AUM291.4m #Funds2
Adviser BOYLSTON ADVISORS, LP Hedge Fund1.1b Liquidity Fund- Private Equity Fund2.6b Real Estate Fund320.8m Securitized Asset Fund- Venture Capital Fund47.3m Other Fund- Total Private Fund GAV4.1b AUM12.5b #Funds42
Adviser BIENVILLE CAPITAL MANAGEMENT, LLC Hedge Fund86.3m Liquidity Fund- Private Equity Fund494.2m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund335.5m Other Fund- Total Private Fund GAV1.3b AUM3.3b #Funds15
Adviser TREO ASSET MANAGEMENT, LLC Hedge Fund43.6m Liquidity Fund- Private Equity Fund810.3m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund3.5m Other Fund- Total Private Fund GAV860.9m AUM857.4m #Funds13
Adviser VEDANTA MANAGEMENT, LP Hedge Fund15.5m Liquidity Fund- Private Equity Fund380.7m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund28.8m Other Fund14.9m Total Private Fund GAV468.8m AUM387.3m #Funds15

Brochure Summary