The THREE BELL CAPITAL LLC is a privately held investment adviser that advises $5.05Bn in regulatory assets under management held in 5 SEC fund types across 7 investment strategies. THREE BELL CAPITAL LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 217.51% over the last 5-years.
The Group has been registered with the SEC for 12.45 years and is comprised of 1 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 1925 CEDAR SPRINGS ROAD SUITE 102, DALLAS, TEXAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 22 employees comprised of 14 investment and 8 non-investment staff. The total number of Employees increased by 83.33% over the last 5-years.
Their $5.05Bn in assets advised are owned by 17 private funds, 0 public funds and BDCs and 179 other accounts. Assets of Pension and Profit Sharing Plans-Private clients own $2.95Bn or 58.34% of Total Assets and High Net Worth Individuals own $1.59Bn or 31.42% of Total Assets.
The Group's top investment strategies include Multi Strat, Traditional LBO and FI/Credit - Diverse, representing 31.61%, 30.97% and 17.18% of total assets, respectively.
They advise 3 types of clients, top clients are Pension and Profit Sharing Plans-Private and High Net Worth Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
THREE BELL CAPITAL LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.