Bell Partners

RIASEC RegisteredEst. 2024

Total AUM

$6.1B

Discretionary

$4.1B

68% of AUM

Avg account

$204M

Accounts

30

Employees

69

Advisory reps

9

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

FINTRX

Overview

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

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

3 of 7

Lili Dunn
Chief Executive OfficerCRD 7853617
Joseph Cannon
Partner, Chief Investment OfficerCRD 5021025
Jeffrey Lenser
Senior Vice President and Chief Compliance OfficerCRD 7853619

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Contacts

2 of 2

Jonathan Bell
Managing PartnerCRD 7853616
Evan Bell
Managing PartnerCRD 7856248

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

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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