Form D · Other Investment Fund

Bell Partners Growth & Income Fund, L.P.

Greensboro, NC · CIK 0002084570

Offering snapshot reported Jan 15, 2026 · SEC filing

Reported sold: $1B
Investors reported: 8
Minimum accepted: $20M
First sale: Aug 29, 2025

Fundraising history

Reported sold

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

Reported sold$500,000,000 → $1,001,680,000
Reported investors3 → 8

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jan 15, 2026	Amendment	$1,001,680,000	$501,680,000vs Sep 12, 2025	8	SEC filing
Sep 12, 2025	Initial	$500,000,000	No comparison	3	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 3C.1, 3C.7, 06b, 3C
Duration over one year: Yes
Business combination: No

Sales commissions: $575K (estimated)
Finders' fees: $0 (estimated)
Form D file number: 021-557426

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
Hodes Weill Securities, LLC	131848

Source: Form D, filed Jan 15, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

BELL PARTNERS GROWTH AND INCOME FUND, L.P.

Investment adviser: BELL PARTNERS INVESTMENT MANAGER, LLC

Gross asset value: $995M
Beneficial owners: 8
ADV minimum commitment: $20M

Reported in Form ADV on Jul 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator JUNIPER SQUARE SAN FRANCISCO, California, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP CHARLOTTE, North Carolina, United States

Custodian BANK OF AMERICA, NATIONAL ASSOCIATION CHARLOTTE, North Carolina, United States Related to adviser: No

Custodian WELLS FARGO BANK, NATIONAL ASSOCIATION CHARLOTTE, North Carolina, United States Related to adviser: No

Marketer HODES WEILL SECURITIES, LLC NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

DELOITTE & TOUCHE LLP
PCAOB 34

BANK OF AMERICA, NATIONAL ASSOCIATION
LEI B4TYDEB6GKMZO031MB27

WELLS FARGO BANK, NATIONAL ASSOCIATION
LEI KB1H1DSPRFMYMCUFXT09

HODES WEILL SECURITIES, LLC
CRD 131848 · SEC 8-66518

Filing source

Form ADV 2121092 · Jul 31, 2026 · Schedule D 7.B.(1), fund 805-4207557118

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
Evan Durant Bell	Executive, Promoter
Jonathan D. Bell	Director, Executive, Promoter
N/A N/A Bell Partners Growth & Income Manager, Llc	Director, Promoter
N/A N/A Bell Partners Inc.	Director, Promoter
N/A N/A Bell Partners Investment Manager, Llc	Promoter
Nickolay N/A Bochilo	Executive, Promoter
Joseph N/A Cannon	Executive, Promoter
Cindy N/A Clare	Executive, Promoter
Lili N/A Dunn	Executive, Promoter
Sarah N/A Young	Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

300 N. Greene Street Suite 1000
Greensboro, NC, 27401