3B Capital Management, Lp
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Overview
3B Capital Management, Lp is an advisory company headquartered in Dallas, Texas. The firm manages $205.8 million in total assets over three customer accounts, placing it in the mid-tier of financial advisory firms in the country by assets under management (AUM). The firm has a small group, including 2 financial advisors. 3B Capital Management, Lp is not a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal investments like options, bonds and stocks.
3B Capital Management, Lp manages all of its accounts on a discretionary basis. Discretionary management is a structure in which buy and sell choices for the client's account are made by an investment advisor without requiring client approval. The investment advisory firm administers roughly $68.6 million for each account. The average advisor at 3B Capital Management, Lp oversees around two client accounts, making it one of the most individualized financial advisor firms in the country.
The firm's headquarters is located at 6510 Abrams Road, Dallas, Texas 75231. The company is allowed to serve clients in the state of Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
3B Capital Management, Lp by the Numbers

$205.8 million

2

3

$68.6 million
Fee Structure
Fees charged by financial advisors typically are based on which service is offered. However, fee types charged by the firm can include some combination of the following fee types: asset-based or performance-based. The company does not participate in a wrap fee program, in which the company offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
3B Capital Management, Lp caters to pooled investment vehicles. Out of its three clients, 3B Capital Management, Lp's biggest client group is pooled investment vehicles. None of its clients are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
3B Capital Management, Lp does not have any disclosures.
Please visit its Form ADV for more details.
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