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Lili Dunn, portrait

Lili Dunn

Director, Chief Executive Officer & President at Bell Partners Investment Manager

Firm officerUpdated

Lili Dunn has been Director, Chief Executive Officer & President of Bell Partners Investment Manager, LLC, a Greensboro, NC investment adviser managing $6.12B, since September 2023.

3
Years in role
$6.12B
Firm AUM
30
Firm clients
69
Firm advisers

From Form ADV filed 31 July 2026Form ADV

Career

Lili Dunn is a control person of Bell Partners Investment Manager and directly owns under 5% of it. Lili Dunn holds a BBA from the University of Michigan.

Bell Partners Investment Manager is an investment adviser based in Greensboro, NC, registered with the SEC since 2024. It provides investment management. Its clients include pooled investment vehicles. Its regulatory assets under management total $6.12 billion, as filed on 31 July 2026. Its fees, ownership and offices are on the firm’s profile.

Lili F. Dunn is Chief Executive Officer & President of Bell Partners. She joined Bell Partners in 2010 and assumed the role of President in 2016 and CEO in 2022, and oversees all aspects of the Bell Partners business. Before joining, she was a 20-year veteran with AvalonBay Communities and Trammell Crow Residential, its predecessor entity, where as Managing Director at AvalonBay she was responsible for national transaction and renovation activities.

Key facts

CRD
7853617
Firm
Bell Partners Investment Manager · CRD 329611
Role
Director, Chief Executive Officer & President
In role since
September 2023 · 3 years
Control person
Yes
Direct ownership
Under 5%
Firm headquarters
Greensboro, NC
Individual registration
No current adviser record · SEC search
Disciplinary history
Not yet shown here · SEC record
Firm bio
bellpartnersinc.com

Common questions

Where does Lili Dunn work?

Lili Dunn has been Director, Chief Executive Officer & President of Bell Partners Investment Manager, LLC since September 2023, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 31 July 2026

How can I verify Lili Dunn’s record?

Lili Dunn’s role is listed on Bell Partners Investment Manager, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 329611.

Source: Form ADV, Schedule A, filed 31 July 2026

Leadership at Bell Partners Investment Manager

Sources

  1. IAPD individual lookup, CRD 7853617, checked 22 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Bell Partners Investment Manager, LLC, filed 31 July 2026. Title, control and ownership bands.
  3. Bell Partners Investment Manager team page. Biography, education, credentials, awards and the portrait, reproduced for identification.
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