Bell Partners Investment Manager, Llc
SEC-registered
Private Fund Manager · Mid-sized ($1B–$10B)
CRD 329611
· SEC file 801-129580
· Greensboro, NC
· www.instagram.com
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ADV data as of Jul 31, 2026
- Regulatory AUM
- $6.1B
- Discretionary
- $4.1B
- Clients
- 30
- Avg AUM / client
- $204M
- Accounts
- 30
- Employees
- 69
AUM over time
$5.2B
$6.1B
Dec 2023
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 30 | $6.1B | 100.0% |
Private funds (24)
View all →Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $5.3B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Bell Value Add Fund Viii, L.P. feeder | Real Estate Fund | Delaware | $1.1B | 24 |
| Liberty Bell H Portfolio, L.P. | Real Estate Fund | Delaware | $962M | 3 |
| Bell Institutional Fund Vii, L.P. feeder | Real Estate Fund | Delaware | $863M | 28 |
| Bell Institutional Fund Vi, L.P. feeder | Real Estate Fund | Delaware | $666M | 14 |
| Bell Flatirons Institutional L.P. | Real Estate Fund | Delaware | $509M | 6 |
| Bell Core Fund I, L.P. | Real Estate Fund | Delaware | $302M | 7 |
| Bell Hp Core Venture I, L.P. | Real Estate Fund | Delaware | $200M | 3 |
| Hansa / Bell Shady Grove Jv, Llc | Real Estate Fund | Delaware | $114M | 3 |
| Bell Im Core Venture I, L.P. | Real Estate Fund | Delaware | $109M | 5 |
| Hansa / Bell Ken Caryl Jv, Llc | Real Estate Fund | Delaware | $79.3M | 3 |
| Bell Hnw Horizons, Llc | Real Estate Fund | North Carolina | $70.8M | 47 |
| Bell Fund Vii Four Pack Jv, Lp | Real Estate Fund | Delaware | $69.2M | 5 |
| Hansa / Bell Katy Trail Jv, Llc | Real Estate Fund | Delaware | $62.2M | 3 |
| Hansa / Bell Glenridge Atl Jv, Llc | Real Estate Fund | Delaware | $55.9M | 3 |
| Bell Value Add Sm Fund Viii, Llc feeder | Real Estate Fund | Delaware | $22.0M | 33 |
People (9)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bell, Steven, Durant | Trustee | Oct 2006 (20y) | GP / trustee / elected manager of The 2006 Steven D. Bell Living Trust (indirect) | |
| Bell, Jonathan, Durant | Trustee | Nov 2006 (20y) | Less than 5% | |
| Bell, Evan, Durant | Trustee | Mar 2007 (19y) | Less than 5% | |
| Clare, Cynthia, Miller | Chief Operating Officer | Sep 2023 (3y) | Less than 5% | |
| Dunn, Lili, Friedman | Chief Executive Officer & President | Sep 2023 (3y) | Less than 5% | |
| Lenser, Jeffrey, Marc | Chief Compliance Officer, Senior Vice President, General Counsel | Sep 2023 (3y) | Less than 5% | |
| Tomlinson, John, Everett | Chief Financial Officer | Sep 2023 (3y) | Less than 5% | |
| Bochilo, Nickolay, Nickolaevich | Chief Investment Officer | Jan 2024 (3y) | Less than 5% | |
| Cannon, Joseph, Francis | Chief Investment Management Officer | Jan 2024 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Bell Partners Inc. | Sole Member | Sep 2023 | A | 75% or more |
| The 2006 Steven D. Bell Living Trust | Shareholder | Feb 2021 | B | ≈ 18.75% – 50% via Bell Partners Inc. |
| The 2006 Jonathan D. Bell Living Trust | Shareholder | Feb 2021 | B | ≈ 18.75% – 50% via Bell Partners Inc. |
| The 2007 Evan Durant Bell Living Trust | Shareholder | Feb 2021 | B | ≈ 18.75% – 50% via Bell Partners Inc. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- The 2006 Steven D. Bell Living Trust: 25% – 50% of Bell Partners Inc. × 75% – 100% direct ≈ 18.75% – 50% of the firm
- The 2006 Jonathan D. Bell Living Trust: 25% – 50% of Bell Partners Inc. × 75% – 100% direct ≈ 18.75% – 50% of the firm
- The 2007 Evan Durant Bell Living Trust: 25% – 50% of Bell Partners Inc. × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (24, $5.3B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Bell Value Add Fund Viii, L.P. | Real Estate Fund | $1.1B | $20.0M | 24 |
| Liberty Bell H Portfolio, L.P. | Real Estate Fund | $962M | $503M | 3 |
| Bell Institutional Fund Vii, L.P. | Real Estate Fund | $863M | $10.0M | 28 |
| Bell Institutional Fund Vi, L.P. | Real Estate Fund | $666M | $10.0M | 14 |
| Bell Flatirons Institutional L.P. | Real Estate Fund | $509M | $130M | 6 |
| Bell Core Fund I, L.P. | Real Estate Fund | $302M | $50.0M | 7 |
| Bell Hp Core Venture I, L.P. | Real Estate Fund | $200M | $400M | 3 |
| Hansa / Bell Shady Grove Jv, Llc | Real Estate Fund | $114M | $50.7M | 3 |
| Bell Im Core Venture I, L.P. | Real Estate Fund | $109M | $200M | 5 |
| Hansa / Bell Ken Caryl Jv, Llc | Real Estate Fund | $79.3M | $34.3M | 3 |
| Bell Hnw Horizons, Llc | Real Estate Fund | $70.8M | $25.0K | 47 |
| Bell Fund Vii Four Pack Jv, Lp | Real Estate Fund | $69.2M | $10.0M | 5 |
| Hansa / Bell Katy Trail Jv, Llc | Real Estate Fund | $62.2M | $31.3M | 3 |
| Hansa / Bell Glenridge Atl Jv, Llc | Real Estate Fund | $55.9M | $23.4M | 3 |
| Bell Value Add Sm Fund Viii, Llc | Real Estate Fund | $22.0M | $25.0K | 33 |
| Bell Senior Management Fund Vii, Llc | Real Estate Fund | $20.1M | $25.0K | 20 |
| Bell Fund Vii Cadence Jv, L.P. | Real Estate Fund | $19.8M | $25.0M | 2 |
| Bell Fund Vii Charlotte Uptown Jv, L.P. | Real Estate Fund | $19.8M | $25.0M | 3 |
| Bell Senior Management Fund Vi, Llc | Real Estate Fund | $16.3M | $25.0K | 20 |
| Bcf I Hnw Presidio Jones Franklin, Llc | Real Estate Fund | $13.0M | $1.0M | 15 |
| Bell Management Core Fund I, Llc | Real Estate Fund | $10.2M | $25.0K | 18 |
| Bell Core Investor, Llc | Real Estate Fund | $9.0M | $25.0K | 13 |
| Bell Liberty Senior Management, Llc | Real Estate Fund | $4.2M | $165K | 7 |
| Bcf I Bell Investor Presidio Jones Franklin, Llc | Real Estate Fund | $3.5M | $100K | 3 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/21/2026 | 5.99 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • SEE SCHEDULE D - MISCELLANEOUS
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 31, 2026.
View current Form ADV (SEC/IAPD) ↗