Golden Bell Partners, LLC

RIASEC Registered
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 an SEC-registered investment adviser formed as an LLC in 2016 that operates as a private equity fund manager focused on pooled vehicles. The firm serves predominantly institutional clients and acts as sponsor, general partner and managing member of its funds rather than operating as a capital allocator or fund-of-funds. Its registered advisory activity is portfolio management for pooled investment vehicles. Fee arrangements include a mix of asset-based fees, fixed fees and performance-based compensation. The firm is not identified as an active ESG investor and is not registered as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

1 of 1
  • Edward Hutchinson

    Edward Hutchinson

    Chief Compliance OfficerCRD 6385163

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

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth