# Bell Partners

> 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.

- CRD: 329611
- Filed as: BELL PARTNERS
- Legal name: Bell Partners Investment Manager, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Greensboro, NC
- Filing period: October 2026
- Form ADV filing dated: July 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/329611
- AdvisorCensus page: https://advisorcensus.com/firm/bell-partners-greensboro-nc-329611

## Quick answers

**How is Bell Partners compensated?**
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.

**Where is Bell Partners located?**
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).

**Is Bell Partners registered with the SEC or a state?**
Bell Partners is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 329611.

**How much does Bell Partners manage?**
Bell Partners reports $6,115,793,351 in regulatory assets under management in its Form ADV filing dated July 31, 2026 (68% discretionary).

**How have Bell Partners' assets and staff changed since 2024?**
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.

**What types of clients does Bell Partners serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (30).

**Does Bell Partners report any disciplinary disclosures?**
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

**What changed in Bell Partners' recent Form ADV filings?**
In the August 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $6,115,793,351
- Discretionary: $4,141,822,534
- Non-discretionary: $1,973,970,817

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 30 | $6,115,793,351 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 69 total, 69 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, GA, NC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Alexandria, VA
- Austin, TX
- Charlotte, NC
- Dallas, TX
- Greenwood Village, CO
- Raleigh, NC
- San Francisco, CA
- Sandy Springs, GA

### Websites listed on Form ADV (Item 1.I)
- bellpartnersinc.com
- Facebook @bellpartnersinc
- Instagram @bellpartnersinc
- LinkedIn @bell-partners-inc
- TikTok @bellpartnersinc
- X @bellpartnersinc
- YouTube @bell.partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $5,720,740,650 | 65 | May 16, 2024 |
| October 2025 | $5,234,997,867 | 68 | June 4, 2025 |
| October 2026 | $6,115,793,351 | 69 | July 31, 2026 |

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.

## Changes in the filing (last 12 months)

### August 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bell Partners (CRD 329611): Form ADV filing data as of October 2026.