THREE BELL CAPITAL LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $5.05B |
| Discretionary | $2.10B42% of AUM |
| Non-Discretionary | $2.95B |
| Client Accounts | 628 |
| Avg Account Size | $8.0M |
| Employees | 22 |
| Peak AUM | $5.05BMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $5.1B | +32.8% | +21.2% | +26.0% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $5.05B |
| Discretionary | $2.10B |
| Employees | 22 |
| Client Accounts | 628 |
| Client Range | 251-500 |
Contact & Location
Address
1925 CEDAR SPRINGS ROAD
DALLAS TX 75201
Phone
650-843-9836
Filing History
58 ADV Part 1 submissions
Fee Structure
% of AUMFixed FeesPerformance Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Portfolio Mgmt (Institutional)Adviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$2.1B
41.7% of AUM
Non-Discretionary
$2.9B
58.3% of AUM
Disc. mix ▲ 5.1pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Individuals
Pooled Vehicles
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer CustodySurprise Exam
Related Entities (Item 7)
Law Firm