DFX Intelligence
Data Factory
Reading the graph
Reading the graph
BELL PARTNERS INVESTMENT MANAGER, LLC, CRD 329611
GREENSBORO, NC
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| BELL VALUE-ADD FUND VIII, L.P. | Real Estate Fund | $1.1B | Oct 21, 2024 | 24 | Jan 26, 2024 | reported | 021-466314 |
| LIBERTY BELL-H PORTFOLIO, L.P. | Real Estate Fund | $962M | Oct 21, 2024 | 3 | Jan 26, 2024 | reported | n/a |
| BELL INSTITUTIONAL FUND VII, L.P. | Real Estate Fund | $863M | Oct 21, 2024 | 28 | Jan 26, 2024 | reported | 021-349086 |
| BELL INSTITUTIONAL FUND VI, L.P. | Real Estate Fund | $666M | Oct 21, 2024 | 14 | Jan 26, 2024 | reported | 021-277374 |
| BELL FLATIRONS INSTITUTIONAL L.P. | Real Estate Fund | $509M | Oct 21, 2024 | 6 | Jan 26, 2024 | reported | n/a |
| BELL CORE FUND I, L.P. | Real Estate Fund | $302M | Oct 21, 2024 | 7 | Jan 26, 2024 | reported | 021-394718 |
| BELL HP CORE VENTURE I, L.P. | Real Estate Fund | $200M | Oct 21, 2024 | 3 | Jan 26, 2024 | reported | n/a |
| HANSA / BELL SHADY GROVE JV, LLC | Real Estate Fund | $114M | Oct 21, 2024 | 3 | Jan 26, 2024 | reported | n/a |
| BELL IM CORE VENTURE I, L.P. | Real Estate Fund | $109M | Oct 21, 2024 | 5 | Jan 26, 2024 | reported | n/a |
| HANSA / BELL KEN CARYL JV, LLC | Real Estate Fund | $79.3M | Oct 21, 2024 | 3 | Jan 26, 2024 | reported | n/a |
| BELL HNW HORIZONS, LLC | Real Estate Fund | $70.8M | Oct 21, 2024 | 47 | Jan 26, 2024 | reported | 021-238293 |
| BELL FUND VII FOUR PACK JV, LP | Real Estate Fund | $69.2M | Oct 21, 2024 | 5 | Jan 26, 2024 | reported | n/a |
| HANSA / BELL KATY TRAIL JV, LLC | Real Estate Fund | $62.2M | Oct 21, 2024 | 3 | Jan 26, 2024 | reported | n/a |
| HANSA / BELL GLENRIDGE ATL JV, LLC | Real Estate Fund | $55.9M | Oct 21, 2024 | 3 | Jan 26, 2024 | reported | n/a |
| BELL VALUE-ADD SM FUND VIII, LLC | Real Estate Fund | $22.0M | Oct 21, 2024 | 33 | Jan 26, 2024 | reported | 021-459755 |
| BELL SENIOR MANAGEMENT FUND VII, LLC | Real Estate Fund | $20.1M | Oct 21, 2024 | 20 | Jan 26, 2024 | reported | 021-346657 |
| BELL FUND VII CADENCE JV, L.P. | Real Estate Fund | $19.8M | Oct 21, 2024 | 2 | Jan 26, 2024 | reported | n/a |
| BELL FUND VII CHARLOTTE UPTOWN JV, L.P. | Real Estate Fund | $19.8M | Oct 21, 2024 | 3 | Jan 26, 2024 | reported | n/a |
| BELL SENIOR MANAGEMENT FUND VI, LLC | Real Estate Fund | $16.3M | Oct 21, 2024 | 20 | Jan 26, 2024 | reported | 021-264476 |
| BCF I HNW PRESIDIO JONES FRANKLIN, LLC | Real Estate Fund | $13.0M | Oct 21, 2024 | 15 | Jan 26, 2024 | reported | 021-489438 |
| BELL MANAGEMENT CORE FUND I, LLC | Real Estate Fund | $10.2M | Oct 21, 2024 | 18 | Jan 26, 2024 | reported | 021-392992 |
| BELL CORE INVESTOR, LLC | Real Estate Fund | $9.0M | Oct 21, 2024 | 13 | Jan 26, 2024 | reported | 021-276178 |
| BELL LIBERTY SENIOR MANAGEMENT, LLC | Real Estate Fund | $4.2M | Oct 21, 2024 | 7 | Jan 26, 2024 | reported | n/a |
| BCF I BELL INVESTOR PRESIDIO JONES FRANKLIN, LLC | Real Estate Fund | $3.5M | Oct 21, 2024 | 3 | Jan 26, 2024 | reported | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BELL PARTNERS INC. | SOLE MEMBER | E | yes | 09/2023 | Jan 26, 2024 | Oct 21, 2024 |
| BELL, EVAN, DURANT | BOARD MEMBER | Na | yes | 09/2023 | Jan 26, 2024 | Oct 21, 2024 |
| BELL, EVAN, DURANT | Trustee | F | yes | 03/2007 | Jan 26, 2024 | Oct 21, 2024 |
| BELL, JONATHAN, DURANT | Trustee | F | yes | 11/2006 | Jan 26, 2024 | Oct 21, 2024 |
| BELL, JONATHAN, DURANT | BOARD MEMBER | Na | yes | 09/2023 | Jan 26, 2024 | Oct 21, 2024 |
| BELL, STEVEN, DURANT | Trustee | F | yes | 10/2006 | Jan 26, 2024 | Oct 21, 2024 |
| BOCHILO, NICKOLAY, NICKOLAEVICH | CHIEF INVESTMENT OFFICER | Na | yes | 01/2024 | Jan 26, 2024 | Oct 21, 2024 |
| CANNON, JOSEPH, FRANCIS | CHIEF INVESTMENT MANAGEMENT OFFICER | Na | yes | 01/2024 | Jan 26, 2024 | Oct 21, 2024 |
| CLARE, CYNTHIA, MILLER | CHIEF OPERATING OFFICER | Na | yes | 09/2023 | Jan 26, 2024 | Oct 21, 2024 |
| DUNN, LILI, FRIEDMAN | CHIEF EXECUTIVE OFFICER & PRESIDENT | Na | yes | 09/2023 | Jan 26, 2024 | Oct 21, 2024 |
| LENSER, JEFFREY, MARC | CHIEF COMPLIANCE OFFICER, SENIOR VICE PRESIDENT, GENERAL COUNSEL | Na | yes | 09/2023 | Jan 26, 2024 | Oct 21, 2024 |
| THE 2006 JONATHAN D. BELL LIVING TRUST | Shareholder | C | yes | 02/2021 | Jan 26, 2024 | Oct 21, 2024 |
| THE 2006 STEVEN D. BELL LIVING TRUST | Shareholder | C | yes | 02/2021 | Jan 26, 2024 | Oct 21, 2024 |
| THE 2007 EVAN DURANT BELL LIVING TRUST | Shareholder | C | yes | 02/2021 | Jan 26, 2024 | Oct 21, 2024 |
| TOMLINSON, JOHN, EVERETT | CHIEF FINANCIAL OFFICER | Na | yes | 09/2023 | Jan 26, 2024 | Oct 21, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| BELL CORE FUND I MANAGER, LLC | n/a | n/a | n/a | N | yes | n/a |
| BELL CORE MANAGER, LLC | n/a | n/a | n/a | N | yes | n/a |
| BELL FLATIRONS MANAGER, LLC | n/a | n/a | n/a | N | yes | n/a |
| BELL FUND VI MANAGER, LLC | n/a | n/a | n/a | N | yes | n/a |
| BELL FUND VII MANAGER, LLC | n/a | n/a | n/a | N | yes | n/a |
| BELL LIBERTY MANAGER, LLC | n/a | n/a | n/a | N | yes | n/a |
| BELL PARTNERS INC. | n/a | n/a | n/a | Y | no | n/a |
| BELL VALUE-ADD FUND VIII MANAGER, LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Raleigh | Nc | United States | 12 | no |
| Alexandria | Va | United States | 11 | no |
| Alpharetta | Ga | United States | 9 | no |
| Charlotte | Nc | United States | 6 | no |
| Dallas | TX | United States | 6 | no |
| SAN FRANCISCO | CA | United States | 4 | no |
| GREENWOOD VILLAGE | Co | United States | 3 | no |
| LOS ANGELES | CA | United States | 1 | no |
| Austin | TX | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 30, 2026 | $6.1B | $4.1B | 69 | 69 | 8 | 26 | n/a |
| 2024 | Mar 31, 2025 | $5.2B | $3.2B | 68 | 68 | 8 | 24 | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $6.1B | $5.2B | 16.8% | n/a | n/a | 69 | 68 | 8 | 8 |