Form D · Private Equity Fund
Bell Partners Growth & Income SM Fund, LLC
Greensboro, NC · CIK 0002084924
Offering snapshot reported Sep 11, 2025 · SEC filing
- Reported sold
- $11.3M Offering amount: $11.3M
- Investors reported
- 31 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Aug 29, 2025 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Sep 11, 2025 | Initial | $11,250,000 | No comparison | 31 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-557307
Source: Form D, filed Sep 11, 2025. 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 SM FUND, LLC
Investment adviser: BELL PARTNERS INVESTMENT MANAGER, LLC
- Gross asset value
- $11.2M
- Beneficial owners
- 30
- ADV minimum commitment
- $25K
Reported in Form ADV on Jul 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
DELOITTE & TOUCHE LLP
PCAOB 34
BANK OF AMERICA, NATIONAL ASSOCIATION
LEI B4TYDEB6GKMZO031MB27
WELLS FARGO BANK, NATIONAL ASSOCIATION
LEI KB1H1DSPRFMYMCUFXT09
Filing source
Form ADV 2121092 · Jul 31, 2026 · Schedule D 7.B.(1), fund 805-3828101362
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.
| Name | Reported role |
|---|---|
| Jonathan D. Bell | Executive, Promoter |
| Nickolay Bochilo | Executive, Promoter |
| Joseph F. Cannon | Executive, Promoter |
| Cynthia M. Clare | Executive, Promoter |
| Lili F. Dunn | Executive, Promoter |
| Bell Partners Inc. | Promoter |
| Bell Partners Growth And Income Manager Llc | Promoter |
| Sarah Young | Executive, Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Greensboro, NC, 27401