Bell Partners Investment Manager LLC

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Bell Partners Investment Manager LLC ✚
CRD #	329611
SEC #	801-129580
CIK #
AUM	6,115.8 M (2026-05-21)
Employees	69 (100% Investors, 0% Brokers)
Phone	336-232-1900
Address	300 N Greene Street Greensboro, NC 27401
Source	[IAPD] [Website] [LinkedIn] [Facebook] [Instagram]

Total AUM ($B) Copy

Type	Form D Funds	Date	Sold	AUM
RE	Bell Partners Growth and Income Fund LP	[2026-03-30]	1,001.7 M	995.4 M
	Offered $1,460,000,000 · Filed 2026-01-15 (D/A) · Exemption 3(c)(1), 3(c)(7), 506(b), 3(c) · Minimum $20,000,000 · Remaining $458,320,000 · Duration More than one year · Commission $575,000 · Net Assets Decline to Disclose
RE	Bell Partners Growth and Income SM Fund LLC	[2026-03-30]	11.2 M	11.2 M
	Offered $11,250,000 · Filed 2025-09-11 (D) · Exemption 506(b), 3(c), 3(c)(1) · Duration One year or less · Revenue No Revenues
RE	BCF I Bell Investor Presidio Jones Franklin LLC	2024-01-26		3.2 M
RE	BCF I HNW Presidio Jones Franklin LLC	[2024-01-26]	13.0 M	12.0 M
	Offered $13,000,000 · Filed 2023-08-11 (D) · Exemption 506(b) · Minimum $500,000 · Duration One year or less · Revenue Decline to Disclose
RE	Bell Core Fund I LP	[2024-01-26]	180.0 M	318.8 M
	Offered $300,000,000 · Filed 2021-04-05 (D) · Exemption 506(b), 3(c)(1), 3(c)(7) · Remaining $120,000,000 · Duration One year or less · Revenue Decline to Disclose
RE	Bell Core Investor LLC	[2024-01-26]		11.0 M
	Offered $12,500,000 · Filed 2016-12-13 (D) · Exemption 506(b) · Minimum $25,000 · Remaining $12,500,000 · Duration One year or less · Revenue No Revenues
RE	Bell Flatirons Institutional LP	2024-01-26		486.0 M
RE	Bell Fund VII Cadence JV LP	2024-01-26		24.3 M
RE	Bell Fund VII Charlotte Uptown JV LP	2024-01-26		14.3 M
RE	Bell Fund VII Four Pack JV LP	2024-01-26		59.6 M
RE	Bell HNW Horizons LLC	[2024-01-26]	27.3 M	4.2 M
	Offered $27,300,000 · Filed 2015-04-20 (D) · Exemption 506(b) · Minimum $400,000 · Duration One year or less · Revenue No Revenues
RE	Bell HP Core Venture I LP	2024-01-26		177.4 M
RE	Bell IM Core Venture I LP	2024-01-26		95.8 M
RE	Bell Institutional Fund VII LP	[2024-01-26]	720.0 M	750.4 M
	Offered $810,000,000 · Filed 2020-04-03 (D/A) · Exemption 506(b), 3(c)(1), 3(c)(7) · Minimum $4,000,000 · Remaining $90,000,000 · Duration One year or less · Commission $4,600,000 · Finder's Fee $170,000 · Revenue Decline to Disclose
RE	Bell Institutional Fund VI LP	[2024-01-26]	460.0 M	389.2 M
	Offered $460,000,000 · Filed 2017-06-30 (D/A) · Exemption 506(b), 3(c)(1), 3(c)(5), 3(c)(7) · Minimum $7,000,000 · Duration One year or less · Commission $1,000,000 · Finder's Fee $890,000 · Revenue Decline to Disclose
RE	Bell Liberty Senior Management LLC	2024-01-26		4.1 M
RE	Bell Management Core Fund I LLC	[2024-01-26]	11.1 M	9.4 M
	Offered $11,075,000 · Filed 2021-03-22 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $25,000 · Duration One year or less · Revenue No Revenues
RE	Bell Senior Management Fund VII LLC	[2024-01-26]	16.9 M	16.0 M
	Offered $16,925,000 · Filed 2019-08-15 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $25,000 · Duration One year or less · Revenue No Revenues
RE	Bell Senior Management Fund VI LLC	[2024-01-26]		9.0 M
	Offered $25,000,000 · Filed 2016-06-07 (D) · Exemption 506(b) · Minimum $25,000 · Remaining $25,000,000 · Duration More than one year · Revenue No Revenues
RE	Bell Value-Add Fund VIII LP	[2024-01-26]	905.0 M	1,137.1 M
	Offered $1,130,000,000 · Filed 2023-05-10 (D/A) · Exemption 506(b), 3(c)(1), 3(c)(7) · Minimum $10,000,000 · Remaining $225,000,000 · Duration One year or less · Commission $1,662,500 · Revenue Decline to Disclose
RE	Bell Value-Add SM Fund VIII LLC	[2024-01-26]	19.1 M	20.6 M
	Offered $19,125,000 · Filed 2022-09-23 (D) · Exemption 506(b), 3(c), 3(c)(1) · Duration One year or less · Revenue No Revenues
RE	Hansa / Bell Glenridge ATL JV LLC	2024-01-26		55.2 M
RE	Hansa / Bell KATY Trail JV LLC	2024-01-26		66.7 M
RE	Hansa / Bell Ken Caryl JV LLC	2024-01-26		82.9 M
RE	Hansa / Bell Shady Grove JV LLC	2024-01-26		122.8 M
RE	Liberty Bell-H Portfolio LP	2024-01-26		883.0 M

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	30	6.1
(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	30	6.1
By Discretionary
Discretionary	21	4.1
Non-Discretionary	9	2.0
Total	30	6.1
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		6.1
Total	30	6.1

Form D Directors	Role	# Filings	# Firms
Jonathan Bell	Director, Executive Officer	113	3
Lili Dunn	Executive Officer	83	2
John Tomlinson	Executive Officer	68	2
Inc Bell Partners	Promoter	47	2
Steven Bell	Executive Officer	38	2
Joseph Cannon	Executive Officer	35	2
Cynthia Clare	Executive Officer	35	2
Nickolay Bochilo	Executive Officer	34	2
Sarah Young	Executive Officer	15	2
Gwyneth Cote	Executive Officer	11	2
View All

Firm Profile (Form ADV)
Discretionary AUM	$3.6B
Clients	3
Serves	Institutional
Fund Types	Real Estate

Comparable Firms	State	AUM
Jamestown LP ✚	GA	7,055.6 M
Manulife Investment Management Timberland and Agriculture Inc ✚	MA	6,741.3 M
Madison International Realty Holdings LLC ✚	NY	6,306.0 M
Fairfield Realty Advisors LLC ✚	CA	6,195.8 M
Meadow Capital Management LLC ✚	NY	5,966.9 M
Resource Management Service LLC ✚	AL	5,915.0 M
Sabal Investment Advisors LLC ✚	CA	5,830.7 M
Longpoint Partners LP ✚	MA	5,707.8 M
Cortland Investment Management LLC ✚	GA	5,669.6 M
Forest Investment Associates LP ✚	GA	5,235.2 M

Bell Partners Investment Manager LLC

Assets, Funds, Holdings