Three Bell Capital Llc (Los Altos)
Three Bell Capital Llc Is a Large Advisory Firm Based in Los Altos. It Manages $1.78 Billion of Regulatory Assets for 332 Client Accounts. It Has Been...
Three Bell Capital LLC is a large advisory firm based in Los Altos. It manages $1.78 billion of regulatory assets for 332 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of California, New York, Texas, and Washington.
Three Bell Capital provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, educational seminars and workshops, and estate planning, tax planning, insurance planning, lending. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
Three Bell Capital: assets under management
The assets under management (AUM) of Three Bell Capital LLC is $1.78 billion. The firm's AUM has grown by 1439% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $330.21 million in discretionary accounts and $1.45 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.93 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $9.02 million.
Investments
The firm invests in pooled investment vehicles the most. They account for 36% of the total AUM. The second-largest asset type is exchange traded securities, which make up 19% of the firm’s portfolio. Investments in investment grade corporate bonds form 12% of the total invested assets.
Sarah Jenkins is a veteran tech journalist with over 12 years of experience covering artificial intelligence, mobile innovations, and digital ethics. Her insights have appeared in leading technology publications worldwide.
