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
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 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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth