{"url":"https://nivawealth.com/firms/bell-partners-investment-manager-329611","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/329611","regulatoryAum":6115793351,"crd":"329611","history":[{"filedOn":"2024-05-16","regulatoryAum":5720740650,"clients":27,"employees":65,"offices":9},{"filedOn":"2025-06-04","regulatoryAum":5234997867,"clients":27,"employees":68,"offices":9},{"filedOn":"2026-07-31","regulatoryAum":6115793351,"clients":30,"employees":69,"offices":9}],"secFileNumber":"801-129580","legalName":"Bell Partners Investment Manager, LLC","displayName":"Bell Partners Investment Manager","slug":"bell-partners-investment-manager-329611","website":"https://bellpartnersinc.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/329611/8319c7bcad851289-r1.webp","tone":"light","width":546,"height":200,"sourceUrl":"https://bellpartnersinc.com/","sourceLabel":"Bell Partners, website"},"classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/bell-partners-inc/","xUrl":"https://x.com/bellpartnersinc?lang=en","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"300 N. Greene Street, Ste. 1000","city":"Greensboro","state":"NC","stateName":"North Carolina","country":"United States","postalCode":"27401"},"tradeNames":[],"registration":{"secApproved":"23 February 2024","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":69,"advisory":69,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":6115793351,"discretionary":4141822534,"discretionaryAccounts":21,"nonDiscretionary":1973970817,"nonDiscretionaryAccounts":9,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":3},"clientTypes":[{"label":"Pooled investment vehicles","clients":30,"regulatoryAum":6115793351}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Bell Partners Investment Manager has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Lili Dunn","title":"Director, Chief Executive Officer & President","crd":"7853617"},{"name":"Jeffrey Lenser","title":"Chief Compliance Officer, Senior Vice President, General Counsel","crd":"7853619"},{"name":"Sarah Young","title":"Chief Financial Officer","crd":"8154870"},{"name":"Cynthia Clare","title":"Chief Operating Officer","crd":"7853621"},{"name":"Nickolay Bochilo","title":"Chief Investment Officer","crd":"7853622"},{"name":"Kathryn Byford","title":"Chief Adminstrative Officer","crd":"4822156"},{"name":"Joseph Cannon","title":"Chief Investment Management Officer","crd":"5021025"},{"name":"Karamjit Kalsi","title":"Director","crd":"2085405"},{"name":"Amy Price","title":"Director","crd":"2378816"}],"ownership":[{"label":"Bell Apartment, LLC","detail":"Sole member in the 75% or more ownership band and a control person, since July 2026."},{"label":"Bentallgreenoak (U.S.) Limited Partnership","detail":"Indirect owner: a sole member of Bell Apartment, LLC in the 75% or more band and a control person, since July 2026.","parent":"Bell Apartment, LLC"},{"label":"Bentallgreenoak (U.S.) GP LLC","detail":"Indirect owner: general partner of Bentallgreenoak (U.S.) Limited Partnership and a control person, since August 2006.","parent":"Bentallgreenoak (U.S.) Limited Partnership"},{"label":"SL Investment US-Re Holdings 2009-1, LLC","detail":"Indirect owner: a limited partner of Bentallgreenoak (U.S.) Limited Partnership in the 50% to 75% band and a control person, since March 2021.","parent":"Bentallgreenoak (U.S.) Limited Partnership"},{"label":"Sun Life Investment Management U.S., LLC","detail":"Indirect owner: a owner of SL Investment US-Re Holdings 2009-1, LLC in the 50% to 75% band and a control person, since July 2019.","parent":"SL Investment US-Re Holdings 2009-1, LLC"},{"label":"SLC Asset Management (US Holdings) LLC","detail":"Indirect owner: a owner of Sun Life Investment Management U.S., LLC in the 75% or more band and a control person, since March 2026.","parent":"Sun Life Investment Management U.S., LLC"},{"label":"SLC Asset Management LLC","detail":"Indirect owner: a sole shareholder of SLC Asset Management (US Holdings) LLC in the 75% or more band and a control person, since June 2025.","parent":"SLC Asset Management (US Holdings) LLC"},{"label":"SLC AM Corp LLC","detail":"Indirect owner: a owner of SLC Asset Management LLC in the 75% or more band and a control person, since May 2026.","parent":"SLC Asset Management LLC"},{"label":"Sun Life Assurance Company of Canada-US Operations Holdings, Inc.","detail":"Indirect owner: a sole shareholder of SLC AM Corp LLC in the 75% or more band and a control person, since May 2026.","parent":"SLC AM Corp LLC"},{"label":"Sun Life 2007-1 Financing Corp.","detail":"Indirect owner: a sole shareholder of Sun Life Assurance Company of Canada-US Operations Holdings, Inc. in the 75% or more band and a control person, since November 2016.","parent":"Sun Life Assurance Company of Canada-US Operations Holdings, Inc."},{"label":"Sun Life Global Investments Inc.","detail":"Indirect owner: a sole shareholder of Sun Life 2007-1 Financing Corp. in the 75% or more band and a control person, since September 2015.","parent":"Sun Life 2007-1 Financing Corp."},{"label":"Sun Life Financial Inc.","detail":"Indirect owner: a sole shareholder of Sun Life Global Investments Inc. in the 75% or more band and a control person, since September 2015.","parent":"Sun Life Global Investments Inc."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":8,"privateResidences":0},"listedOfficeAddresses":9,"foreignOffices":[],"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"1 Embarcadero Center","city":"San Francisco"}]},{"state":"Colorado","offices":1,"addresses":[{"street":"7951 E. Maplewood Ave.","city":"Greenwood Village"}]},{"state":"Georgia","offices":1,"addresses":[{"street":"50 Glenlake Parkway","city":"Sandy Springs"}]},{"state":"North Carolina","offices":3,"addresses":[{"street":"300 N. Greene Street, Ste. 1000","city":"Greensboro","headquarters":true},{"street":"10706 Sikes Place","city":"Charlotte"},{"street":"4242 Six Forks RD.","city":"Raleigh"}]},{"state":"Texas","offices":2,"addresses":[{"street":"11210 Ranch to Market 2222","city":"Austin"},{"street":"Two Galleria Tower","city":"Dallas"}]},{"state":"Virginia","offices":1,"addresses":[{"street":"675 N. Washington Street","city":"Alexandria"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"336-232-1900","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees","Other"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":26},"sources":{"adv1FilingDate":"31 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/329611/PDF/329611.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Bell Partners Investment Manager have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Bell Partners Investment Manager offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Bell Partners Investment Manager have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Bell Partners Investment Manager?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Bell Partners Investment Manager get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Bell Partners Investment Manager?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 31 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}