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| Three Bearings Fiduciary Advisors Inc
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|---|---|
| CRD # | 283926 |
| SEC # | 801-108079 |
| CIK # | 0002140230 |
| AUM | 350.7 M (2026-03-31) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 603-926-1775 |
| Address | 380 Lafayette Road Unit D Hampton, NH 03842 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002140230 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 1.5 | ||
| Johnson & Johnson | 1.4 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 84 | 20.9 |
| (b) Individuals (high net worth individuals) | 73 | 183.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 0.6 |
| (i) State or municipal government entities | 40 | 146.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 547 | 350.7 |
| By Discretionary | ||
| Discretionary | 511 | 333.0 |
| Non-Discretionary | 36 | 17.7 |
| Total | 547 | 350.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 350.7 | |
| Total | 547 | 350.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002140230] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 24 |
| Serves | Retail |
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