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BELL PARTNERS
Legal name: BELL PARTNERS INVESTMENT MANAGER, LLC
CRD 329611File 801-129580
APPROVED
Custody
Filing as of Jul 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$6.12B
Top 25% of cohort (national)
Discretionary AUM
$4.14B
Non-discretionary $1.97B
Clients
30
30 accounts
Employees
69
Top 10% of cohort in NC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Feb 23, 2024
- Principal office
- 300 N. GREENE STREET, STE. 1000, GREENSBORO, NC, 27401
- Phone
- 336-232-1900
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $6.12B
- Discretionary AUM
- $4.14B
- Non-discretionary AUM
- $1.97B
- Discretionary accounts
- 21
- Non-discretionary accounts
- 9
- Total accounts
- 30
- AUM per client
- $203.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 30 | $6.12B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — SEE SCHEDULE D - MISCELLANEOUS
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.