Data / Investment advisers / Texas / Three Bell Capital LLC
Three Bell Capital LLC, Dallas, TX: $5.1 billion AUM, SEC registered investment adviser
Three Bell Capital LLC is an SEC registered investment adviser with its main office in Dallas, Texas and reports $5.1 billion in regulatory assets under management in its Form ADV filed June 9, 2026. Its clients include pension and profit sharing plans, high net worth individuals and pooled investment vehicles. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 17 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 159736
- SEC file number
- 801-79156
- SEC status
- Approved, effective February 18, 2014
- Main office
- 1925 Cedar Springs Road Suite 102, Dallas, TX 75201
- Phone
- (650) 843-9836
- Regulatory AUM
- $5,051,056,009 in the Form ADV filed June 9, 2026
- Discretionary AUM
- $2,104,291,888
- Non discretionary AUM
- $2,946,764,121
- Accounts
- 628
- Employees
- 22, of which 14 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees, other fees
- Private funds
- 17: 8 private equity funds, 3 venture capital funds, 3 other private funds, 2 hedge funds, 1 real estate fund
- Gross assets of private funds
- $517,309,215
- Other offices
- 10
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 9, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 179 | $2.95 billion |
| High net worth individuals | 432 | $1.59 billion |
| Pooled investment vehicles | 17 | $517.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $5.05 billion | March 30, 2026 |
| December 1, 2025 | $3.81 billion | October 1, 2025 |
Other advisers in Dallas
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Merewether Investment Management, LP | Dallas | $6.91 billion | 4 | adviserinfo.sec.gov |
| Level Four Advisory Services | Dallas | $6.54 billion | Not listed | adviserinfo.sec.gov |
| Txre Advisers, LLC | Dallas | $6.37 billion | 10 | adviserinfo.sec.gov |
| Integrated Advisors Network LLC | Dallas | $5.52 billion | 2 | adviserinfo.sec.gov |
| True North Advisors, LLC | Dallas | $5.42 billion | 34 | adviserinfo.sec.gov |
| Quotient Wealth Partners, LLC | Dallas | $4.91 billion | Not listed | adviserinfo.sec.gov |
| Bbam US LP | Dallas | $4.75 billion | 13 | adviserinfo.sec.gov |
| MCR Fund Management LLC | Dallas | $4.58 billion | 16 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Dallas, TX
- Investment advisers in Texas
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving high net worth individuals
- Advisers that manage private funds
- Three Bell Capital LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.