{ "crd_number": 329611, "slug": "bell-partners-greensboro-nc-329611", "primary_business_name": "BELL PARTNERS", "legal_name": "BELL PARTNERS INVESTMENT MANAGER, LLC", "dbas": [], "city": "Greensboro", "state": "NC", "country": "United States", "cbsa_code": "24660", "metro": { "cbsa_code": "24660", "common_name": "Greensboro", "msa_name": "Greensboro-High Point, NC", "path": "/advisors/nc/greensboro" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2024-02-23", "years_registered": 2, "period": "2026-10-01", "filing_date": "2026-07-31", "carried_forward": false, "raum_total": 6115793351.0, "raum_discretionary": 4141822534.0, "raum_non_discretionary": 1973970817.0, "raum_band": "over_5b", "raum_band_label": "Over $5 billion", "total_employees": 69, "advisory_employees": 69, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 6115793351.0, "count": 30 } }, "compensation_types": [ "other", "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CA", "CO", "GA", "NC", "TX", "VA" ], "websites": [ "https://bellpartnersinc.com", "https://facebook.com/bellpartnersinc", "https://instagram.com/bellpartnersinc", "https://linkedin.com/company/bell-partners-inc", "https://tiktok.com/@bellpartnersinc", "https://x.com/bellpartnersinc?lang=en", "https://youtube.com/@bell.partners" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/329611", "city_as_filed": "GREENSBORO", "url": "https://advisorcensus.com/firm/bell-partners-greensboro-nc-329611", "display_name": "Bell Partners", "summary": "Bell Partners is an SEC-registered investment advisory firm in Greensboro, NC, registered since 2024, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated July 31, 2026.", "citation": "AdvisorCensus. Bell Partners (CRD 329611): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees", "Other" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Bell Partners compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Bell Partners reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Bell Partners located?", "a": "Bell Partners' principal office is in Greensboro, NC, according to its Form ADV; the August 2026 filing also lists 8 other offices (Schedule D, Section 1.F)." }, { "q": "Is Bell Partners registered with the SEC or a state?", "a": "Bell Partners is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 329611." }, { "q": "How much does Bell Partners manage?", "a": "Bell Partners reports $6,115,793,351 in regulatory assets under management in its Form ADV filing dated July 31, 2026 (68% discretionary)." }, { "q": "How have Bell Partners' assets and staff changed since 2024?", "a": "In the Form ADV data for Bell Partners: Regulatory assets under management: $5,720,740,650 in the October 2024 data and $6,115,793,351 in the October 2026 data, up 7%. Total employees: 65 in October 2024 and 69 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Bell Partners serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (30)." }, { "q": "Does Bell Partners report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/329611" }, { "q": "What changed in Bell Partners' recent Form ADV filings?", "a": "In the August 2026 filing data: Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2024-10-01", "regulatory_assets_under_management": 5720740650.0, "total_employees": 65, "filing_date": "2024-05-16" }, { "period": "2025-10-01", "regulatory_assets_under_management": 5234997867.0, "total_employees": 68, "filing_date": "2025-06-04" }, { "period": "2026-10-01", "regulatory_assets_under_management": 6115793351.0, "total_employees": 69, "filing_date": "2026-07-31" } ], "recent_changes": [ { "period": "2026-08-01", "period_label": "August 2026", "notes": [ "Updated its list of owners and control persons (Schedule A)." ] }, { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Regulatory assets under management went from $5,234,997,867 to $6,115,793,351 (+17%).", "Employees performing advisory functions went from 68 to 69." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/bell-partners-greensboro-nc-329611.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 30, "fewer_than_5": false, "raum": 6115793351.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/329611", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }