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Sarah Young, portrait

Sarah Young

Chief Financial Officer at Bell Partners Investment Manager

Firm officerUpdated

Sarah Young has been Chief Financial Officer of Bell Partners Investment Manager, LLC, a Greensboro, NC investment adviser managing $6.12B, since August 2025.

1
Years in role
$6.12B
Firm AUM
30
Firm clients
69
Firm advisers

From Form ADV filed 31 July 2026Form ADV

Career

Sarah Young is a control person of Bell Partners Investment Manager and directly owns under 5% of it. Sarah Young holds a Master of Accounting from the University of North Carolina at Chapel Hill and a Bachelor of Arts in Economics from the University of North Carolina at Chapel Hill.

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.

Sarah C. Young is Chief Financial Officer of Bell Partners. She joined the company in 2025 and leads the accounting, finance, tax, information technology, financial planning, legal/compliance, and risk management teams. She previously served as CFO and senior managing director at Quarterra Group, a subsidiary of Lennar, for 10 years, and earlier was part of the finance group at Walton Street Capital and began her career at Ernst & Young LLP.

Key facts

CRD
8154870
Firm
Bell Partners Investment Manager · CRD 329611
Role
Chief Financial Officer
In role since
August 2025 · 1 year
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 Sarah Young work?

Sarah Young has been Chief Financial Officer of Bell Partners Investment Manager, LLC since August 2025, and is a control person of the firm.

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

How can I verify Sarah Young’s record?

Sarah Young’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 8154870, 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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