# 3B Capital Management, LP

> 3B Capital Management, LP is an SEC-registered investment advisory firm in Dallas, TX, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 300098
- Filed as: 3B CAPITAL MANAGEMENT, LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/300098
- AdvisorCensus page: https://advisorcensus.com/firm/3b-capital-management-lp-dallas-tx-300098

## Quick answers

**How is 3B Capital Management, LP compensated?**
On its Form ADV (Item 5.E, October 2026), 3B Capital Management, LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is 3B Capital Management, LP located?**
3B Capital Management, LP's principal office is in Dallas, TX, according to its Form ADV.

**Is 3B Capital Management, LP registered with the SEC or a state?**
3B Capital Management, LP is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 300098.

**How much does 3B Capital Management, LP manage?**
3B Capital Management, LP reports $245,886,438 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**How have 3B Capital Management, LP's assets and staff changed since 2021?**
In the Form ADV data for 3B Capital Management, LP: Regulatory assets under management: $171,861,448 in the October 2021 data and $245,886,438 in the October 2026 data, up 43%. Total employees: 2 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does 3B Capital Management, LP serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3).

**Does 3B Capital Management, LP report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/300098

**What changed in 3B Capital Management, LP's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 2 to 3.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $245,886,438
- Discretionary: $245,886,438
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $245,886,438 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $171,861,448 | 2 | June 29, 2021 |
| October 2022 | $185,804,409 | 2 | March 31, 2022 |
| October 2023 | $205,758,102 | 2 | April 18, 2023 |
| October 2024 | $222,319,531 | 2 | March 31, 2024 |
| October 2025 | $236,086,776 | 2 | March 26, 2025 |
| October 2026 | $245,886,438 | 3 | March 27, 2026 |

Regulatory assets under management: $171,861,448 in the October 2021 data and $245,886,438 in the October 2026 data, up 43%.
Total employees: 2 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 2 to 3.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. 3B Capital Management, LP (CRD 300098): Form ADV filing data as of October 2026.