Private fund adviser · Greensboro, NC
Bell Partners
Bell Partners Investment Manager, LLC · SEC-registered investment adviser · CRD 329611 · SEC 801-129580
At a glance
Bell Partners is an SEC-registered investment adviser based in Greensboro, North Carolina, with $6.1 billion in regulatory assets under management as of its Form ADV filed July 31, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 853rd of 4,686 private fund advisers and 1,835th of 17,210 SEC-registered advisers by assets.
Main office 336-232-1900bellpartnersinc.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $6.1B
- Rank among private fund advisers
- #853 of 4,686
- Rank among all SEC RIAs
- #1,835 of 17,210
- Rank in North Carolina
- #19 of 288
- Clients
- 30
- Accounts
- 30
- Discretionary
- 68% of AUM
- Employees
- 69
- Advisory staff
- 69
- Offices
- 9
Owners and executives on its Form ADV
- Nickolay N. BochiloChief Investment Officer
- Lili F. DunnDirector, Chief Executive Officer & President
- Jeffrey M. LenserChief Compliance Officer, Senior Vice President, General Counsel
- Cynthia M. ClareChief Operating Officer
- Joseph F. CannonChief Investment Management Officer
- Kathryn M. ByfordChief Adminstrative Officer
- Sarah C. YoungChief Financial Officer
- Amy G. PriceDirector
- Karamjit S. KalsiDirector
Custody and brokerage
Custodian
Bell Partners’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Affiliated broker-dealer
It names affiliated broker-dealers: Advisors Asset Management, Inc., BGO Capital (canada) Inc., Bentallgreenoak Real Estate US LLC, Sepulveda Distributors LLC and Sun Life Institutional Distributors (u.s.) LLC.
- Advisors Asset Management, Inc.
- BGO Capital (canada) Inc.
- Bentallgreenoak Real Estate US LLC ↗CRD 157909
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, March 2026
- Sepulveda Distributors LLC ↗CRD 166535
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, March 2022
- Sun Life Institutional Distributors (u.s.) LLC ↗CRD 170062
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, February 2026
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 30 | $6.1B | 100% |
Private funds
Bell Partners reports 26 private funds with $5.8B in gross assets: real estate funds (Form ADV Item 7.B).
Disciplinary disclosures
Bell Partners reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
How it’s paid
- A percentage of assets under management
- Performance-based fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗bellpartnersinc.com ↗
AtlasMembers
The full record on Bell Partners
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 2 years of filings
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- Growth over one, three and five years
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- Rank against 1,249 peers of its type and size
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- Owners and executives, with titles and stakes
- 9 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Bell Partners manage?
Bell Partners reports $6.1 billion in regulatory assets under management across 30 accounts, 68% of it on a discretionary basis, on its Form ADV filed July 31, 2026.
What kind of firm is Bell Partners?
Bell Partners is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets. A public reporting company controls it.
Who are Bell Partners’s clients?
By assets, its largest client types are pooled investment vehicles ($6.1 billion, 30 clients).
Does Bell Partners manage private funds?
Yes. It reports 26 private funds with $5.8 billion in gross assets, including real estate funds.
Does Bell Partners have any disciplinary history?
Bell Partners reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Bell Partners’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →