Andre Huaman

Andre Huaman is a Managing Partner at Three Bell Capital, a boutique, independent wealth-management and financial-advisory firm that serves the entrepreneurial community — executives, founders, and early employees at some of the fastest-growing private and public technology companies in the U.S. The firm reports an aggregate of roughly $4.5 billion in assets under management. Huaman earned a B.S. (Finance and Real Estate) from California Polytechnic State University, San Luis Obispo, and is registered as an investment adviser (IARD/CRD #5959431, per SEC adviser records).

At Three Bell Capital, Huaman is the lead partner who built and runs the firm's corporate retirement-plan consulting practice. He has grown that business line from about $5 million to over $2.8 billion in assets under advisory over roughly the last 11 years, and his team now manages approximately 180 corporate retirement plans. His day-to-day work centers on designing, structuring, and implementing best-in-class 401(k) and executive pension plans (plan design, fiduciary support, and platform selection) for technology companies and venture capital firms, in addition to advising a select group of private wealth clients.

A note on the "angel investor" classification: the stub data provided labels Andre Huaman as an "Angel Investor" focused on the "Seed Round." Across the sources reviewed (Three Bell Capital's own team page, LinkedIn, Crunchbase, and SEC adviser records), his verifiable role is as a wealth-management/retirement-plan executive, not a traditional startup angel. His listed skills do include venture capital, M&A, due diligence, and financial analysis — consistent with a finance professional who works closely with the venture ecosystem — but no specific personal angel investments or seed deals could be confirmed. Founders should treat the "angel" label with caution and verify directly before pitching.

• No publicly stated personal angel-investing thesis, check size, or target-company criteria could be found in the sources reviewed.
• Professionally, his focus is the technology/venture ecosystem — serving founders, executives, and VC firms as wealth-management and corporate-retirement clients rather than as portfolio investments.
• His firm, Three Bell Capital, positions itself as "finance at the speed of startup," concentrating on private wealth management for venture-backed operators and corporate retirement plans for tech companies and VC firms.