BELL PARTNERS INVESTMENT MANAGER, LLC
Legal name: BELL PARTNERS
CRD #329611 SEC #801-129580 GREENSBORO, NC 336-232-1900
SEC Registered Private Funds
Total AUM
$5.2B
Discretionary
$3.2B
Employees
68
Clients
--
Accounts
27
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 26, 2025
- Branch Offices
- 8
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BELL, EVAN, DURANT | I | BOARD MEMBER | NA | Control |
| BELL, EVAN, DURANT | I | BOARD MEMBER | NA | Control |
| BELL, EVAN, DURANT | I | BOARD MEMBER | NA | Control |
| BELL, EVAN, DURANT | I | BOARD MEMBER | NA | Control |
| BELL, EVAN, DURANT | I | BOARD MEMBER | NA | Control |
| BELL, EVAN, DURANT | I | BOARD MEMBER | NA | Control |
| BELL, JONATHAN, DURANT | I | BOARD MEMBER | NA | Control |
| BELL, JONATHAN, DURANT | I | BOARD MEMBER | NA | Control |
| BELL, JONATHAN, DURANT | I | BOARD MEMBER | NA | Control |
| BELL, JONATHAN, DURANT | I | BOARD MEMBER | NA | Control |
| BELL, JONATHAN, DURANT | I | BOARD MEMBER | NA | Control |
| BELL, JONATHAN, DURANT | I | BOARD MEMBER | NA | Control |
| BOCHILO, NICKOLAY, NICKOLAEVICH | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BOCHILO, NICKOLAY, NICKOLAEVICH | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BOCHILO, NICKOLAY, NICKOLAEVICH | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BOCHILO, NICKOLAY, NICKOLAEVICH | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BOCHILO, NICKOLAY, NICKOLAEVICH | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BOCHILO, NICKOLAY, NICKOLAEVICH | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BYFORD, KATHRYN, MOSSER | I | CHIEF ADMINSTRATIVE OFFICER | NA | Control |
| BYFORD, KATHRYN, MOSSER | I | CHIEF ADMINSTRATIVE OFFICER | NA | Control |
| BYFORD, KATHRYN, MOSSER | I | CHIEF ADMINSTRATIVE OFFICER | NA | Control |
| CANNON, JOSEPH, FRANCIS | I | CHIEF INVESTMENT MANAGEMENT OFFICER | NA | Control |
| CANNON, JOSEPH, FRANCIS | I | CHIEF INVESTMENT MANAGEMENT OFFICER | NA | Control |
| CANNON, JOSEPH, FRANCIS | I | CHIEF INVESTMENT MANAGEMENT OFFICER | NA | Control |
| CANNON, JOSEPH, FRANCIS | I | CHIEF INVESTMENT MANAGEMENT OFFICER | NA | Control |
| CANNON, JOSEPH, FRANCIS | I | CHIEF INVESTMENT MANAGEMENT OFFICER | NA | Control |
| CANNON, JOSEPH, FRANCIS | I | CHIEF INVESTMENT MANAGEMENT OFFICER | NA | Control |
| CLARE, CYNTHIA, MILLER | I | CHIEF OPERATING OFFICER | NA | Control |
| CLARE, CYNTHIA, MILLER | I | CHIEF OPERATING OFFICER | NA | Control |
| CLARE, CYNTHIA, MILLER | I | CHIEF OPERATING OFFICER | NA | Control |
| CLARE, CYNTHIA, MILLER | I | CHIEF OPERATING OFFICER | NA | Control |
| CLARE, CYNTHIA, MILLER | I | CHIEF OPERATING OFFICER | NA | Control |
| CLARE, CYNTHIA, MILLER | I | CHIEF OPERATING OFFICER | NA | Control |
| DUNN, LILI, FRIEDMAN | I | CHIEF EXECUTIVE OFFICER & PRESIDENT | NA | Control |
| DUNN, LILI, FRIEDMAN | I | CHIEF EXECUTIVE OFFICER & PRESIDENT | NA | Control |
| DUNN, LILI, FRIEDMAN | I | CHIEF EXECUTIVE OFFICER & PRESIDENT | NA | Control |
| DUNN, LILI, FRIEDMAN | I | CHIEF EXECUTIVE OFFICER & PRESIDENT | NA | Control |
| DUNN, LILI, FRIEDMAN | I | CHIEF EXECUTIVE OFFICER & PRESIDENT | NA | Control |
| DUNN, LILI, FRIEDMAN | I | CHIEF EXECUTIVE OFFICER & PRESIDENT | NA | Control |
| LENSER, JEFFREY, MARC | I | CHIEF COMPLIANCE OFFICER, SENIOR VICE PRESIDENT, GENERAL COUNSEL | NA | Control |
| LENSER, JEFFREY, MARC | I | CHIEF COMPLIANCE OFFICER, SENIOR VICE PRESIDENT, GENERAL COUNSEL | NA | Control |
| LENSER, JEFFREY, MARC | I | CHIEF COMPLIANCE OFFICER, SENIOR VICE PRESIDENT, GENERAL COUNSEL | NA | Control |
| LENSER, JEFFREY, MARC | I | CHIEF COMPLIANCE OFFICER, SENIOR VICE PRESIDENT, GENERAL COUNSEL | NA | Control |
| LENSER, JEFFREY, MARC | I | CHIEF COMPLIANCE OFFICER, SENIOR VICE PRESIDENT, GENERAL COUNSEL | NA | Control |
| LENSER, JEFFREY, MARC | I | CHIEF COMPLIANCE OFFICER, SENIOR VICE PRESIDENT, GENERAL COUNSEL | NA | Control |
| TOMLINSON, JOHN, EVERETT | I | CHIEF FINANCIAL OFFICER | NA | Control |
| TOMLINSON, JOHN, EVERETT | I | CHIEF FINANCIAL OFFICER | NA | Control |
| TOMLINSON, JOHN, EVERETT | I | CHIEF FINANCIAL OFFICER | NA | Control |
| TOMLINSON, JOHN, EVERETT | I | CHIEF FINANCIAL OFFICER | NA | Control |
| TOMLINSON, JOHN, EVERETT | I | CHIEF FINANCIAL OFFICER | NA | Control |
| YOUNG, SARAH, CUFF | I | CHIEF FINANCIAL OFFICER | NA | Control |
| BELL PARTNERS INC. | DE | SOLE MEMBER | E | Control |
| BELL PARTNERS INC. | DE | SOLE MEMBER | E | Control |
| BELL PARTNERS INC. | DE | SOLE MEMBER | E | Control |
| BELL PARTNERS INC. | DE | SOLE MEMBER | E | Control |
| BELL PARTNERS INC. | DE | SOLE MEMBER | E | Control |
| BELL PARTNERS INC. | DE | SOLE MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BELL, EVAN, DURANT | I | THE 2007 EVAN DURANT BELL LIVING TRUST | F | Control |
| BELL, EVAN, DURANT | I | THE 2007 EVAN DURANT BELL LIVING TRUST | F | Control |
| BELL, EVAN, DURANT | I | THE 2007 EVAN DURANT BELL LIVING TRUST | F | Control |
| BELL, JONATHAN, DURANT | I | THE 2006 JONATHAN D. BELL LIVING TRUST | F | Control |
| BELL, JONATHAN, DURANT | I | THE 2006 JONATHAN D. BELL LIVING TRUST | F | Control |
| BELL, JONATHAN, DURANT | I | THE 2006 JONATHAN D. BELL LIVING TRUST | F | Control |
| BELL, STEVEN, DURANT | I | THE 2006 STEVEN D. BELL LIVING TRUST | F | Control |
| BELL, STEVEN, DURANT | I | THE 2006 STEVEN D. BELL LIVING TRUST | F | Control |
| BELL, STEVEN, DURANT | I | THE 2006 STEVEN D. BELL LIVING TRUST | F | Control |
| THE 2006 JONATHAN D. BELL LIVING TRUST | DE | BELL PARTNERS INC. | C | Control |
| THE 2006 JONATHAN D. BELL LIVING TRUST | DE | BELL PARTNERS INC. | C | Control |
| THE 2006 JONATHAN D. BELL LIVING TRUST | DE | BELL PARTNERS INC. | C | Control |
| THE 2006 STEVEN D. BELL LIVING TRUST | DE | BELL PARTNERS INC. | C | Control |
| THE 2006 STEVEN D. BELL LIVING TRUST | DE | BELL PARTNERS INC. | C | Control |
| THE 2006 STEVEN D. BELL LIVING TRUST | DE | BELL PARTNERS INC. | C | Control |
| THE 2007 EVAN DURANT BELL LIVING TRUST | DE | BELL PARTNERS INC. | C | Control |
| THE 2007 EVAN DURANT BELL LIVING TRUST | DE | BELL PARTNERS INC. | C | Control |
| THE 2007 EVAN DURANT BELL LIVING TRUST | DE | BELL PARTNERS INC. | C | Control |
Registrations
Federal
IA
Aug 26, 2025 REGISTERED
Notice Filings (6)
CA CO GA NC TX VA
Address
300 N. GREENE STREETSTE. 1000
GREENSBORO, NC 27401
United States
Phone: 336-232-1900