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| Bell Partners Investment Manager LLC
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|---|---|
| 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) |
|---|
| 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 $12,500,000 · Duration One year or less · Revenue No Revenues | ||||
| RE | Bell Flatirons Institutional LP | 2024-01-26 | 486.0 M | |
| RE | Bell Fund VII Cadence JV LP | 2024-01-26 | 24.3 M | |
| RE | Bell Fund VII Charlotte Uptown JV LP | 2024-01-26 | 14.3 M | |
| RE | Bell Fund VII Four Pack JV LP | 2024-01-26 | 59.6 M | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($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 | 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 | 2011 - 2026 |
|---|---|---|---|---|
| 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 | |
| E Bell | Executive Officer | 11 | 2 | |
| Gwyneth Cote | Executive Officer | 11 | 2 | |
| Evan Bell | Executive Officer | 8 | 2 | |
| Bell Partners Inc | Director, Promoter | 7 | 2 | |
| Cindy Clare | Executive Officer | 4 | 2 | |
| Bell Fund VI Manager | Promoter | 2 | 2 | |
| Bell Fund VII Manager | Promoter | 2 | 2 | |
| Bell Core Fund I Manager | Director, Promoter | 2 | 1 | |
| Bell Fund VII Manager LLC | Director | 1 | 1 | |
| Bell Fund VI Manager LLC | Promoter | 1 | 1 | |
| Bell Partners Investment Manager LLC | Promoter | 1 | 1 | |
| Bell Core Fund I Manager LLC | Director | 1 | 1 | |
| Bell Partners Growth and Income Manager LLC | Promoter | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $3.6B |
| Clients | 3 |
| Serves | Institutional |
| Fund Types | Real Estate |
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