Bell Partners Investment Manager LLC

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Bell Partners Investment Manager LLC ✚
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) Copy

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
RE	Bell IM Core Venture I LP	2024-01-26		92.7
RE	Bell Institutional Fund VII LP	[2024-01-26]	720.0	788.8
RE	Bell Institutional Fund VI LP	[2024-01-26]	460.0	498.7
RE	Bell Liberty Senior Management LLC	2024-01-26		4.5
RE	Bell Management Core Fund I LLC	[2024-01-26]	11.1	9.1
RE	Bell Senior Management Fund VII LLC	[2024-01-26]	16.9	16.8
RE	Bell Senior Management Fund VI LLC	[2024-01-26]	0.0	11.5
RE	Bell Value-Add Fund VIII LP	[2024-01-26]	905.0	1,120.2
RE	Bell Value-Add SM Fund VIII LLC	[2024-01-26]	19.1	20.3
RE	Hansa / Bell Glenridge ATL JV LLC	2024-01-26		55.3
RE	Hansa / Bell KATY Trail JV LLC	2024-01-26		67.7
RE	Hansa / Bell Ken Caryl JV LLC	2024-01-26		83.3
RE	Hansa / Bell Shady Grove JV LLC	2024-01-26		120.5
RE	Liberty Bell-H Portfolio LP	2024-01-26		889.0

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

Comparable Firms	State	AUM ($B)
Arbor Realty Collateral Management LLC ✚	NY	5.9
Manulife Investment Management Timberland and Agriculture Inc ✚	MA	5.6
Cortland Investment Management LLC ✚	GA	5.4
Resource Management Service LLC ✚	AL	5.3
Forest Investment Associates LP ✚	GA	5.2
Fairfield Realty Advisors LLC ✚	CA	5.2
Meadow Capital Management LLC ✚	NY	5.0
Banner Oak Capital Partners LP ✚	TX	4.8
Longpoint Partners LP ✚	MA	4.8
Waterton Investment Adviser LLC ✚	IL	4.5

Assets, Funds, Holdings