Golden Bell Partners, LLC

RIASEC RegisteredEst. 2016
Total AUM
$1.4B
Discretionary
$1.4B
100% of AUM
Avg account
$198M
Accounts
7
Employees
2
Advisory reps
1

Firm details

Headquarters
,
CRD number
172580
Registered since
April 4, 2016
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Golden Bell Partners, LLC is structured as an LLC that operates private funds and acts as sponsor/general partner and managing member of pooled investment vehicles for institutional clients. The firm’s primary activity is portfolio management for pooled investment vehicles, and it is organized around private equity strategies with significant exposure to real estate. Its compensation approach combines asset-based fees, fixed fees and performance-based fees. Golden Bell Partners has been SEC-registered since 2016 and is not positioned as an ESG-focused manager.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Edward Hutchinson

    Edward Hutchinson

    Chief Compliance OfficerCRD 6385163

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth