Bell Partners Investment Manager provides portfolio management for pooled vehicles. The firm advises 26 private funds.
Bell Partners Investment Manager reports 30 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 67.7% ($4.14B across 21 accounts) are managed with discretion; $1.97B across 9 accounts are not. It advised 3 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 30 | $6.12B | 100.0% | $204M |
| Total | 30 | $6.12B | 100% | $204M |
- Clients
- 30
- Regulatory AUM
- $6.12B
- AUM share
- 100.0%
- Avg. per client
- $204M
Total
- Clients
- 30
- Regulatory AUM
- $6.12B
- AUM share
- 100%
- Avg. per client
- $204M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 3
- Private funds advised
- 26
Bell Partners Investment Manager is paid through a percentage of assets under management, performance-based fees and other compensation; its fees and minimums are set out in its brochures on the SEC website.
Bell Apartment, LLC owns 75% or more of Bell Partners Investment Manager and is in turn owned by Bentallgreenoak (U.S.) Limited Partnership (75% or more). Lili Dunn is CEO; the leadership team includes President Jeffrey Lenser, Chief Investment Officer Nickolay Bochilo and Chief Operating Officer Cynthia Clare. It has 69 employees.
Staff
- 69 employees
- 69 in advisory functions
- Owns 75% or more of Bell Partners Investment Manager, LLC
Bell Apartment, LLC
Control person · since July 2026
- Owns 75% or more of Bell Apartment, LLC
Bentallgreenoak (U.S.) Limited Partnership
Control person · since July 2026
- Owns 50% to 75% of Bentallgreenoak (U.S.) Limited Partnership
SL Investment US-Re Holdings 2009-1, LLC
Control person · since March 2021
- Owns 50% to 75% of SL Investment US-Re Holdings 2009-1, LLC
Sun Life Investment Management U.S., LLC
Control person · since July 2019
- Owns 75% or more of Sun Life Investment Management U.S., LLC
SLC Asset Management (US Holdings) LLC
Control person · since March 2026
- Owns 75% or more of SLC Asset Management (US Holdings) LLC
SLC Asset Management LLC
Control person · since June 2025
- Owns 75% or more of SLC Asset Management LLC
SLC AM Corp LLC
Control person · since May 2026
- Owns 75% or more of SLC AM Corp LLC
Sun Life Assurance Company of Canada-US Operations Holdings, Inc.
Control person · since May 2026
- Owns 75% or more of Sun Life Assurance Company of Canada-US Operations Holdings, Inc.
Sun Life 2007-1 Financing Corp.
Control person · since November 2016
- Owns 75% or more of Sun Life 2007-1 Financing Corp.
Sun Life Global Investments Inc.
Control person · since September 2015
- Owns 75% or more of Sun Life Global Investments Inc.
Sun Life Financial Inc.
Control person · since September 2015
Bentallgreenoak (U.S.) GP LLC
General partner · Control person · since August 2006
Bell Partners Investment Manager’s regulatory assets grew from $5.72B (May 2024) to $6.12B (July 2026); clients rose from 27 to 30 and employees from 65 to 69.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jul 2026July 2026 | $6.12B | 30 | 69 | 9 |
| Jun 2025June 2025 | $5.23B | 27 | 68 | 9 |
| May 2024May 2024 | $5.72B | 27 | 65 | 9 |
Besides its headquarters, Bell Partners Investment Manager has 8 offices, with 9 listed addresses across 6 states.
North Carolina · 3 listed addresses
- 300 N. Greene Street, Ste. 1000, GreensboroHQ
- 10706 Sikes Place, Charlotte
- 4242 Six Forks RD., Raleigh
Texas · 2 listed addresses
- 11210 Ranch to Market 2222, Austin
- Two Galleria Tower, Dallas
California · 1 listed address
- 1 Embarcadero Center, San Francisco
Colorado · 1 listed address
- 7951 E. Maplewood Ave., Greenwood Village
Georgia · 1 listed address
- 50 Glenlake Parkway, Sandy Springs
Virginia · 1 listed address
- 675 N. Washington Street, Alexandria
Contact and registration details
- Legal name
- Bell Partners Investment Manager, LLC
- Headquarters
- 300 N. Greene Street, Ste. 1000, Greensboro, NC 27401
- Website
- bellpartnersinc.com
- Phone
- 336-232-1900
- @bell-partners-inc
- SEC file
- 801-129580
- Structure
- Delaware LLC
- Fiscal year end
- December
Bell Partners Investment Manager has custody of client assets.
How many clients does Bell Partners Investment Manager have?
Bell Partners Investment Manager has 30 clients and manages $6.12 billion for them, as of July 2026. They include 30 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 July 2026
What services does Bell Partners Investment Manager offer?
Bell Partners Investment Manager provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Bell Partners Investment Manager have?
Bell Partners Investment Manager has 0 investment adviser representatives registered with state securities authorities, out of 69 employees, and 69 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Bell Partners Investment Manager?
Bell Partners Investment Manager is owned through a chain of holding companies by Sun Life Financial Inc. Its direct owner is Bell Apartment, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 July 2026
How does Bell Partners Investment Manager get paid?
Bell Partners Investment Manager is paid through a percentage of assets under management, performance-based fees and other compensation. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Bell Partners Investment Manager?
Bell Partners Investment Manager’s main office is at 300 N. Greene Street, Ste. 1000, Greensboro, NC 27401. Its phone number is 336-232-1900. Its website is bellpartnersinc.com.
