Eric Patterson
Founder at Three Bell Capital LLC
Net worth: 22 305 $ as of 2024-05-30
Profile
Eric Patterson is the founder and the Chief Investment Officer & Managing Member of Three Bell Capital LLC, which was founded in 2012.
He was also the Director of YMCA of Silicon Valley, an Independent Director at Destiny Tech100, Inc., and an Assistant Portfolio Manager at Lehrer Management Co., Inc. from 2009 to 2011.
Additionally, Mr. Patterson worked as an Alternative Investment Analyst at Charles Schwab & Co., Inc. in 2008.
He obtained his undergraduate degree from San Diego State University.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
DESTINY TECH100 INC
0.01% | 2023-10-19 | 1,500 ( 0.01% ) | 22 305 $ | 2024-05-30 |
Eric Patterson active positions
| Companies | Position | Start |
|---|---|---|
Three Bell Capital LLC
 Three Bell Capital LLC Investment ManagersFinance Three Bell Capital LLC provides financial services. It offers private wealth management, corporate retirement plans, and private placement transactions. The company was founded by Jon Porter and is headquartered in Los Altos, CA. | Founder | 2011-12-31 |
Former positions of Eric Patterson
| Companies | Position | End |
|---|---|---|
Lehrer Management Co., Inc.
 Lehrer Management Co., Inc. Investment ManagersFinance Lehrer Management Co., Inc. (LMC) is a registered investment adviser located in Cupertino, California that provides personalized investment management services including financial analysis, planning and portfolio management. The firm was founded by Norman H. and Lenore R. Lehrer in 1979. | Portfolio Manager-Equities | 2011-04-29 |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | 2008-12-30 |
| YMCA of Silicon Valley | Director/Board Member | - |
| DESTINY TECH100 INC. | Director/Board Member | - |
Training of Eric Patterson
| San Diego State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Lehrer Management Co., Inc.
Lehrer Management Co., Inc. Investment ManagersFinance Lehrer Management Co., Inc. (LMC) is a registered investment adviser located in Cupertino, California that provides personalized investment management services including financial analysis, planning and portfolio management. The firm was founded by Norman H. and Lenore R. Lehrer in 1979. | Finance |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
Destiny Tech100, Inc.
 Destiny Tech100, Inc. Investment Trusts/Mutual FundsMiscellaneous Destiny Tech100, Inc. operates as a non-diversified, closed-end management investment company. The company was founded on November 18, 2020 and is headquartered in Austin, TX. | Miscellaneous |
Three Bell Capital LLC
Three Bell Capital LLC Investment ManagersFinance Three Bell Capital LLC provides financial services. It offers private wealth management, corporate retirement plans, and private placement transactions. The company was founded by Jon Porter and is headquartered in Los Altos, CA. | Finance |
| YMCA of Silicon Valley |
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