Bell Partners
Firm details
- Headquarters
- Greensboro, North Carolina
- CRD number
- 329611
- Registered since
- February 23, 2024
- Website
- bellpartnersinc.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Bell Partners is a limited liability company that operates as a real estate fund manager and adviser to pooled investment vehicles. The firm registered with the SEC in 2024 and serves an institutional client base. Its advisory work centers on portfolio management for pooled vehicles, and its fee arrangements include percentage-of-AUM charges plus performance-based fees (and other fee components). Ownership is described as a mix of domestic entities and individuals. Bell Partners identifies as an active ESG investor and participates in sponsor and managerial roles for pooled vehicles rather than acting as a separate capital allocator. The firm maintains a range of industry relationships that support its business model, including ties with broker-dealers, trust companies, insurance companies, commodity pool operators/CTAs, and other investment advisers. It also functions as a sponsor, general partner, or managing member of pooled investment vehicles.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 7Lili Dunn
Chief Executive OfficerCRD 7853617
Joseph Cannon
Partner, Chief Investment OfficerCRD 5021025
Jeffrey Lenser
Senior Vice President and Chief Compliance OfficerCRD 7853619
Contacts
2 of 2Jonathan Bell
Managing PartnerCRD 7853616
Evan Bell
Managing PartnerCRD 7856248
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Greensboro, NC
Guilford
Location
Greensboro, NC
Headquartered in Greensboro, NC, anchoring the Greensboro--Winston-Salem--High Point, NC metro in the South.
- Metro area
- Greensboro--Winston-Salem--High Point, NC
- Region
- South
- County
- Guilford
- Address
- 300 N Greene St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Smith Salley Wealth Management
RIAGreensboro, NC
Blueprint Investment Partners LLC
RIAGreensboro, NC
Granville Capital, Inc.
RIAGreensboro, NC
Holderness Investments Co
RIAGreensboro, NC
1808 Capital Partners
RIAGreensboro, NC
Fund Direct Advisors Inc.
RIAGreensboro, NC