DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Bell Partners
Asset manager (funds and pooled vehicles)Greensboro, North CarolinaCRD 329611SEC 801-129580websiteIAPD
Legal name Bell Partners Investment Manager, LLC
Latest filing Jul 31, 2026
First filing on the tape Jan 26, 2024 · 9 filings
SEC status approved since Feb 23, 2024
RAUM
$6.1B
reported, Item 5.F
Discretionary
68%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
69
69 advisory (5.B.1)
Offices
8
beyond the principal office
Private funds
26
reported on Schedule D
History
9 filings and snapshots on the tape
RAUM$6.1B as of Jul 31, 2026
Mar 31, 2025$5.2B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jul 31, 2026
Mar 31, 20250 then
Employees (5.A)69 as of Jul 31, 2026
Mar 31, 202568 then
Private funds26 as of Jul 31, 2026
Mar 31, 202524 then
RAUM +17% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Jul 31, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $204MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 68%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived9 offices incl. principal (1.F.5)
- RAUM growth, one year
- +17%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- yesreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$6.1B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 30reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
24 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Bell Value-Add Fund Viii, L.P. | Real Estate Fund | $1.1B | 24 | Jan 26, 2024 |
| Liberty Bell-H Portfolio, L.P. | Real Estate Fund | $962M | 3 | Jan 26, 2024 |
| Bell Institutional Fund Vii, L.P. | Real Estate Fund | $863M | 28 | Jan 26, 2024 |
| Bell Institutional Fund Vi, L.P. | Real Estate Fund | $666M | 14 | Jan 26, 2024 |
| Bell Flatirons Institutional L.P. | Real Estate Fund | $509M | 6 | Jan 26, 2024 |
| Bell Core Fund I, L.P. | Real Estate Fund | $302M | 7 | Jan 26, 2024 |
| Bell Hp Core Venture I, L.P. | Real Estate Fund | $200M | 3 | Jan 26, 2024 |
| Hansa / Bell Shady Grove Jv, LLC | Real Estate Fund | $114M | 3 | Jan 26, 2024 |
| Bell Im Core Venture I, L.P. | Real Estate Fund | $109M | 5 | Jan 26, 2024 |
| Hansa / Bell Ken Caryl Jv, LLC | Real Estate Fund | $79.3M | 3 | Jan 26, 2024 |
| Bell Hnw Horizons, LLC | Real Estate Fund | $70.8M | 47 | Jan 26, 2024 |
| Bell Fund Vii Four Pack Jv, LP | Real Estate Fund | $69.2M | 5 | Jan 26, 2024 |
| Hansa / Bell Katy Trail Jv, LLC | Real Estate Fund | $62.2M | 3 | Jan 26, 2024 |
| Hansa / Bell Glenridge Atl Jv, LLC | Real Estate Fund | $55.9M | 3 | Jan 26, 2024 |
| Bell Value-Add Sm Fund Viii, LLC | Real Estate Fund | $22.0M | 33 | Jan 26, 2024 |
| Bell Senior Management Fund Vii, LLC | Real Estate Fund | $20.1M | 20 | Jan 26, 2024 |
| Bell Fund Vii Cadence Jv, L.P. | Real Estate Fund | $19.8M | 2 | Jan 26, 2024 |
| Bell Fund Vii Charlotte Uptown Jv, L.P. | Real Estate Fund | $19.8M | 3 | Jan 26, 2024 |
| Bell Senior Management Fund Vi, LLC | Real Estate Fund | $16.3M | 20 | Jan 26, 2024 |
| Bcf I Hnw Presidio Jones Franklin, LLC | Real Estate Fund | $13.0M | 15 | Jan 26, 2024 |
| Bell Management Core Fund I, LLC | Real Estate Fund | $10.2M | 18 | Jan 26, 2024 |
| Bell Core Investor, LLC | Real Estate Fund | $9.0M | 13 | Jan 26, 2024 |
| Bell Liberty Senior Management, LLC | Real Estate Fund | $4.2M | 7 | Jan 26, 2024 |
| Bcf I Bell Investor Presidio Jones Franklin, LLC | Real Estate Fund | $3.5M | 3 | Jan 26, 2024 |
Owners and control persons
Schedule A and B, latest filing
- Durant Evan Bell · Board Membercontrolsince 09/2023 · owns less than 5%
- Durant Jonathan Bell · Board Membercontrolsince 09/2023 · owns less than 5%
- Nickolaevich Nickolay Bochilo · Chief Investment Officercontrolsince 01/2024 · owns less than 5%
- Francis Joseph Cannon · Chief Investment Management Officercontrolsince 01/2024 · owns less than 5%
- Miller Cynthia Clare · Chief Operating Officercontrolsince 09/2023 · owns less than 5%
- Friedman Lili Dunn · Chief Executive Officer & Presidentcontrolsince 09/2023 · owns less than 5%
- Marc Jeffrey Lenser · Chief Compliance Officer, Senior Vice President, General Counselcontrolsince 09/2023 · owns less than 5%
- Everett John Tomlinson · Chief Financial Officercontrolsince 09/2023 · owns less than 5%
- Durant Evan Bell · Trusteecontrolsince 03/2007 · owns F of The 2007 Evan Durant Bell Living Trust
- Durant Jonathan Bell · Trusteecontrolsince 11/2006 · owns F of The 2006 Jonathan D. Bell Living Trust
- Durant Steven Bell · Trusteecontrolsince 10/2006 · owns F of The 2006 Steven D. Bell Living Trust
Entity owners
- Bell Partners Inc. · Sole Memberdirect · owns 75% or more
- The 2006 Jonathan D. Bell Living Trust · Shareholderindirect · owns 25% to 50% of Bell Partners Inc.
- The 2006 Steven D. Bell Living Trust · Shareholderindirect · owns 25% to 50% of Bell Partners Inc.
- The 2007 Evan Durant Bell Living Trust · Shareholderindirect · owns 25% to 50% of Bell Partners Inc.
Related persons
Schedule D 7.A
- Bell Core Fund I Manager, LLCpooled vehicle sponsorn
- Bell Core Manager, LLCpooled vehicle sponsorn
- Bell Flatirons Manager, LLCpooled vehicle sponsorn
- Bell Fund Vi Manager, LLCpooled vehicle sponsorn
- Bell Fund Vii Manager, LLCpooled vehicle sponsorn
- Bell Liberty Manager, LLCpooled vehicle sponsorn
- Bell Partners Inc.pooled vehicle sponsory
- Bell Value-Add Fund Viii Manager, LLCpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Raleigh, NC12 employees
- Alexandria, VA11 employees
- Alpharetta, GA9 employees
- Dallas, TX6 employees
- Charlotte, NC6 employees
- San Francisco, CA4 employees
- Greenwood Village, CO3 employees
- Los Angeles, CA1 employees
- Austin, TX1 employees
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- affiliate changedChange between filings · filing Jul 31, 2026bank affiliate (Item 7.A.6): no on the filing of 2026-05-21, yes on the filing of 2026-07-31peers: asset managers, $5B to $20B (684)
- affiliate changedChange between filings · filing Jul 31, 2026broker-dealer affiliate (Item 7.A.1): no on the filing of 2026-05-21, yes on the filing of 2026-07-31peers: asset managers, $5B to $20B (684)
What changed
consecutive filings, newest first
- Related adviser · false to trueMay 21, 2026 to Jul 31, 2026
- Related bank · false to trueMay 21, 2026 to Jul 31, 2026
- Related broker-dealer · false to trueMay 21, 2026 to Jul 31, 2026
- Accounts · 27 to 30Aug 26, 2025 to Mar 30, 2026
- Advisory employees · 68 to 69Aug 26, 2025 to Mar 30, 2026
- Pooled vehicle clients · 27 to 30Aug 26, 2025 to Mar 30, 2026
- Employees · 68 to 69Aug 26, 2025 to Mar 30, 2026
- Private funds · 24 to 26Aug 26, 2025 to Mar 30, 2026
- Discretionary RAUM · $3.2B to $4.1BAug 26, 2025 to Mar 30, 2026
- Non-discretionary RAUM · $2.0B to $2.0BAug 26, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $5.2B to $6.1BAug 26, 2025 to Mar 30, 2026
- RAUM · $5.2B to $6.1BAug 26, 2025 to Mar 30, 2026
- Financial planning clients · unset to Mar 31, 2025 to Jun 4, 2025
- Discretionary RAUM · $3.2B to $3.2BMar 31, 2025 to Jun 4, 2025
- Non-discretionary RAUM · $2.0B to $2.0BMar 31, 2025 to Jun 4, 2025
- Pooled vehicle RAUM · $5.2B to $5.2BMar 31, 2025 to Jun 4, 2025
- RAUM · $5.2B to $5.2BMar 31, 2025 to Jun 4, 2025
- Advisory employees · 65 to 68Oct 21, 2024 to Mar 31, 2025
- Employees · 65 to 68Oct 21, 2024 to Mar 31, 2025
- Other offices · 9 to 8Oct 21, 2024 to Mar 31, 2025
- Discretionary RAUM · $3.6B to $3.2BOct 21, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $2.1B to $2.0BOct 21, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $5.7B to $5.2BOct 21, 2024 to Mar 31, 2025
- RAUM · $5.7B to $5.2BOct 21, 2024 to Mar 31, 2025
- Other offices · 8 to 9May 16, 2024 to Oct 21, 2024
- Legal name · BELL PARTNERS INVESTMENT MANAGER., LLC to BELL PARTNERS INVESTMENT MANAGER, LLCJan 26, 2024 to May 16, 2024
Signals
1 dated events
- Bell Partners filed its initial SEC registration (Form ADV)Jan 26, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/bell-partners-increportedpublic record, Form ADV, Sep 17, 2026
- Website
- bellpartnersinc.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 336-232-1900reportedpublic record, Form ADV, Jul 31, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
Bell Partners is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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