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BELL PARTNERS

BELL PARTNERS INVESTMENT MANAGER, LLC

CRD 329611 · SEC 801-129580

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300 N. GREENE STREET, STE. 1000, GREENSBORO, NC, 27401, United States

Phone

336-232-1900

Fax

336-232-1901

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$6.12B

Discretionary AUM

$4.14B

Team

69 total employees; 69 advisory reps; 3 broker-dealer reps

Clients

—

Fees

Percentage of AUM; Performance-based fees; SEE SCHEDULE D - MISCELLANEOUS

Org form

Limited Liability Company

Filing date

2026-05-21

Disciplinary history

No

Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles30$6.12B

States served

CA, CO, GA, NC, VA, TX

All web addresses on file

Official SEC filing: View on IAPD