Three Bell Capital

8 Decision Makers · 11 Verified Contacts & Email Format

📍 Los Altos, California, United StatesFinance & Banking🗓 Est. 2011👥 11–50 employees
Employees
11-50
Founded
2011
Headquarters
Los Altos, California, United States

Company data last updated Jul 31, 2025.

About Three Bell Capital

Three Bell Capital is a boutique, independent, comprehensive wealth management firm serving the entrepreneurial community.

Who to contact at Three Bell Capital

8ExecutiveManaging Partner, CEO
1Finance & legalSenior Portfolio Manager & Wealth Advisor
1People & operationsCorporate Retirement Plan Operations Specialist
1OtherRetirement Plan Consultant

Email Format

{first_name}@three-bell.com
100% sarah@three-bell.com

Email Deliverability

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Leadership & Decision Makers

Contact details of 8 Three Bell Capital decision makers

Andre Huaman

Managing Partner LinkedIn
Work a***e@three-bell.com

Jon Porter

CEO LinkedIn
Work j*n@three-bell.com

Jennifer Forrest

Director of Private Client Services LinkedIn
Work j***y@three-bell.com

Jonathan Porter

Founder
No contact data available

Eric Patterson

Founder
No contact data available

William Martin

Senior Managing Director and Investment Strategist
No contact data available

Jeff Larsen

Retirement Plan Services Director
No contact data available

Jenny Forrest

Director of Private Client Services
No contact data available

Team & Specialists

Contact details of 3 Three Bell Capital team members

Zach Kerr

Senior Portfolio Manager & Wealth Advisor LinkedIn
Work z**h@three-bell.com

Josh Scheibley

Retirement Plan Consultant
No contact data available

Patty Tan

Corporate Retirement Plan Operations Specialist
No contact data available

General Emails

General company emails, e.g. customer support lines

info@three-bell.com General Inquiries
admin@three-bell.com Admin Team
jenny@three-bell.com
andre@three-bell.com
jon@three-bell.com

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Company Info Updated 31/07/2025
Los Altos, California, United States
Legal Name THREE BELL CAPITAL, LLC
Employees 11-50
Founded Date 2011
Operating Status Active
Investor Type Family Investment Office, Pension Funds
Phone Number (650) 843-9836
Last Investment Activity Mar 27, 2019
Investments Activity Mar 27, 2019Feb 2, 2019Jan 10, 2018
Where this data comes from

Records are compiled from publicly available sources and checked as described in our methodology. Company data last updated Jul 31, 2025.

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Frequently Asked Questions about Three Bell Capital

What does Three Bell Capital do?

Three Bell Capital is a boutique, independent, comprehensive wealth management firm serving the entrepreneurial community.

Where is Three Bell Capital headquartered?

Three Bell Capital is headquartered in Los Altos, California, United States.

When was Three Bell Capital founded?

Three Bell Capital was founded in 2011.

How many employees does Three Bell Capital have?

Three Bell Capital has approximately 11-50 employees.

What industry is Three Bell Capital in?

Three Bell Capital operates in the Finance & Banking industry.

What is the email format for Three Bell Capital?

The most common email format at Three Bell Capital is {first_name}@three-bell.com. For example: firstname@three-bell.com.

How do I contact Three Bell Capital?

You can contact Three Bell Capital via email at info@three-bell.com or admin@three-bell.com, headquartered in Los Altos, California, United States.

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Finance & Banking companies Companies in Los Altos, California, United States Email format guide: Finance & Banking ← Thrasio Threshold Network → All industries Check three-bell.com emails Request removal of a contact