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 registered with the SEC in 2024 that operates as a real estate fund manager serving an institutional client base. The firm provides portfolio management for pooled investment vehicles and acts as sponsor and managing member/GP of pooled vehicles. Its ownership is a mix of domestic entity and individual interests. Fee arrangements include percentage-of-AUM and performance-based components, and the firm identifies itself as an active ESG investor. Bell Partners does not present itself as a capital allocator and is not listed as a multi-state or newly formed adviser.
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
ChairmanCRD 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
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