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| Bell Partners Investment Manager LLC
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| CRD # | 329611 |
| SEC # | 801-129580 |
| CIK # | |
| AUM | $5.2 B (2025-06-04) |
| Employees | 68 (100% Investors, 0% Brokers) |
| Phone | 336-232-1900 |
| Address | 300 N Greene Street Greensboro, NC 27401 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | BCF I Bell Investor Presidio Jones Franklin LLC | 2024-01-26 | 3.2 | |
| RE | BCF I HNW Presidio Jones Franklin LLC | [2024-01-26] | 13.0 | 12.0 |
| RE | Bell Core Fund I LP | [2024-01-26] | 180.0 | 308.8 |
| RE | Bell Core Investor LLC | [2024-01-26] | 0.0 | 10.9 |
| RE | Bell Flatirons Institutional LP | 2024-01-26 | 483.4 | |
| RE | Bell Fund VII Cadence JV LP | 2024-01-26 | 18.8 | |
| RE | Bell Fund VII Charlotte Uptown JV LP | 2024-01-26 | 17.8 | |
| RE | Bell Fund VII Four Pack JV LP | 2024-01-26 | 58.0 | |
| RE | Bell HNW Horizons LLC | [2024-01-26] | 27.3 | 64.3 |
| RE | Bell HP Core Venture I LP | 2024-01-26 | 170.2 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 27 | 5.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (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 | 27 | 5.2 |
| By Discretionary | ||
| Discretionary | 18 | 3.2 |
| Non-Discretionary | 9 | 2.0 |
| Total | 27 | 5.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.2 | |
| Total | 27 | 5.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Jonathan Bell | 98 | |||
| John Tomlinson | 68 | |||
| Lili Dunn | 68 | |||
| Inc Bell Partners | 45 | |||
| Steven Bell | 37 | |||
| Cynthia Clare | 32 | |||
| Joseph Cannon | 20 | |||
| Nickolay Bochilo | 19 | |||
| Gwyneth Cote | 11 | |||
| E Bell | 11 | |||
| View All | ||||
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NY | 5.9 |
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NY | 5.0 |
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TX | 4.8 |
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MA | 4.8 |
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Waterton Investment Adviser LLC
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IL | 4.5 |