SEC-Registered Investment Adviser
Bell Partners
Legal name: Bell Partners Investment Manager, LLC
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated July 31, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- February 23, 2024
- Principal office
- 300 N. Greene Street, Ste. 1000, Greensboro, NC 27401
- Organized as
- Limited Liability Company, DE
- Fiscal year end
- December
- Other offices
- 8
Scale
- Regulatory AUM
- $6.1B
- Discretionary / non-discretionary
- $4.1B / $2.0B
- Accounts
- 30
- Clients
- 3
- Employees
- 69, 69 in advisory roles
- Private funds advised
- 26
- Private fund gross assets
- $5.8B
- Fund types
- 26 real estate funds
Business, clients and compensation, as filed
- Advisory activities
- portfolio management for pooled investment vehicles
- Compensated by
- a percentage of assets under management, performance-based fees and other
- Client types
- pooled investment vehicles (30)
- Related persons include
- a broker-dealer, another investment adviser, a commodity pool operator or commodity trading advisor, a trust company, an insurance company or agency, a sponsor or syndicator of limited partnerships and a sponsor, general partner or managing member of pooled investment vehicles
- Affiliates
- 3 broker-dealers, 13 investment advisers
Form ADV Item 11 disclosures
No yes answers on Item 11 as of the latest Form ADV (July 31, 2026). Item 11 covers the firm and its advisory affiliates.
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.