Institutional
    SEC Registered

    Bell Partners

    Registered investment advisor · Greensboro, North Carolina · CRD #329611

    Assets Under Management
    $6.1B
    Client Accounts
    30
    Employees
    69
    CRD Number
    329611
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Bell Partners

    Bell Partners is a SEC-registered investment advisory firm headquartered in Greensboro, North Carolina, managing approximately $6.1B in regulatory assets across 30 client accounts. The firm's full regulatory record is filed with the SEC under CRD #329611.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Bell Partners's AUM?

    Bell Partners reports approximately $6.1B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Bell Partners headquartered?

    Bell Partners is headquartered in Greensboro, North Carolina.

    What is Bell Partners's CRD number?

    Bell Partners's CRD number is 329611. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Bell Partners manage?

    Bell Partners manages approximately 30 client accounts according to its latest SEC filing.

    Is Bell Partners SEC registered?

    Yes, Bell Partners is registered with the SEC as an investment adviser with an approved registration status.

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