RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Eric Cameron Patterson
- Title
- CHIEF INVESTMENT OFFICERreportedthree-bell.comfirm site, Sep 16, 2026
- Investment committee
- “Eric heads Three Bell Capital’s Investment Committee and due diligence efforts, and implements private client portfolio management decisions made by the team.”reportedthree-bell.comthe sentence on the bio page
- Professional profile
- three-bell.com/team_member/eric-pattersonreportedthree-bell.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Three Bell Capital LLC mixed wealth currentsince Jan 9, 2025 · Dallas, Tx
- Winans Investments independent RIAAug 26, 2011 to Jan 17, 2012 · Las Vegas, Nv
- Lehrer Management Co Inc formerNov 30, 2010 to Jul 7, 2011 · Newport Beach, Ca
- Winans Investments to Three Bell Capital LLCleft Jan 17, 2012, registered Jan 9, 2025 (4741 days) · Other
- Lehrer Management Co Inc to Winans Investmentsleft Jul 7, 2011, registered Aug 26, 2011 (50 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wealth manager with institutional or fund businessderived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address