SourcingSourcing

BELL PARTNERS INVESTMENT MANAGER, LLC

C27
CRD 329611·SEC 801-129580·GREENSBORO, NC
AUM
$6.12B
$1B+
Est. Revenue
$61.2M
@ 1% on AUM
Est. EBITDA
$18.3M
@ 30% margin
Est. Deal Value
$146.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BELL PARTNERS INVESTMENT MANAGER, LLC
CRD
329611
SEC file #
801-129580
EIN
000000000
DBA names
Bell Partners

Economics

AUM
$6.12B
AUM band
$1B+
AUM trajectory
'25'26
$5.23B → $6.12B▲ +17%
Client mix
Pooled Investment Vehicles30

Operations

Employees (total)
69
Advisory staff (per ADV)
69
Advisory staff (5-yr trend)
'25'26
68 advisors → 69 advisors▲ +1%
Primary office
GREENSBORO NC
Branches
Count1

Custodian & Brokerage

Primary custodian
Folio Institutionalmedium confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
linkedin.com/company/bell-partners-inc(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BELL PARTNERS INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
10
Control Persons
BELL PARTNERS INC.
BELL, EVAN, DURANT
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002084570
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2025-09-12
Edgar Last Filing Date
2026-01-15
Edgar Form D Count
2
Edgar Form D Offerings
2026-01-152026-01-15 · 0001123292-26-000070
2025-09-122025-09-12 · 0001123292-25-000428

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.0925
Soi Zip Pct 200k Plus
0.0335
Soi Zip Returns 200k Plus
250
Soi Zip Total AGI
440,813
Fdic Zip Total Deposits
43,896,097,000
Fdic Zip Branch Count
305
Fdic Zip Top Banks
Wells Fargo Bank, National Association
Wachovia Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (21)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Window
Folio Institutional1
Full
Wells Fargo42
E*trade4
Folio Institutional1
Edgar Addresses
Mailing
300 N. GREENE STREETSUITE 1000GREENSBORO, NC 27401
Business
300 N. GREENE STREETSUITE 1000GREENSBORO, NC 27401
Edgar EIN
000000000
Edgar Recent Filings
D/A2026-01-15 · 0001123292-26-000070
D2025-09-12 · 0001123292-25-000428
Fdic Zip Branches Raw
First-Citizens Bank & Trust CompanyGreensboro, NC
Central Carolina Bank and Trust CompanyGreensboro, NC
Fdic Zip HHI
1712.72
Fdic Zip Top Bank Share Pct
30.13
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI42,404
Returns3,170
Stub 2
AGI83,769
Returns2,340
Stub 3
AGI52,979
Returns880
Soi Zip Total Business Income
16,124
Soi Zip Total Cap Gains
32,328
Soi Zip Total Dividends
9,107
Soi Zip Total Returns
7,460
Trust Company Affiliate
No

People (9)

9
BELL, EVAN, DURANT
Executive Officer · 2.5%
7856248
BELL, JONATHAN, DURANT
Executive Officer · 2.5%
7853616
BOCHILO, NICKOLAY,
Executive Officer · 2.5%
7853622
BYFORD, KATHRYN, MOSSER
Executive Officer · 2.5%
4822156
CANNON, JOSEPH, FRANCIS
Executive Officer · 2.5%
5021025
CLARE, CYNTHIA, MILLER
Executive Officer · 2.5%
7853621
DUNN, LILI, FRIEDMAN
Executive Officer · 2.5%
7853617
LENSER, JEFFREY, MARC
Executive Officer · 2.5%
7853619
YOUNG, SARAH, CUFF
Executive Officer · 2.5%
8154870