PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 7:53 AM ET

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Jonathan Bell

Named as an officer, director or promoter on SEC Form D filings · NC · Mar 24, 2011 → Jan 15, 2026

65deals (issuers)
$3.89Breported sold
4,868investors
106Form D filings
2011–2026years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 3:01 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Jonathan Bell is listed as an executive officer, director, and promoter on 106 SEC Form D filings by 65 issuers between Mar 2011 and Mar 2026. Largest by amount reported sold: Bell Partners Growth & Income Fund, L.P. (Greensboro, NC — pooled investment fund — 2025–2026; $1B reported sold to 8 investors), Bell Value-Add Fund VIII, L.P. (Greensboro, NC — residential — 2022–2023; $905M reported sold to 21 investors), Bell Institutional Fund VII, L.P. (Greensboro, NC — residential — 2019–2020; $720M reported sold to 26 investors), Bell Institutional Fund VI, L.P. (Greensboro, NC — residential — 2016–2017; $460M reported sold to 12 investors), Bell Diversified Portfolio, LLC (Greensboro, NC — residential — 2018; $188.7M reported sold to 175 investors) and 60 more (all listed below).

What this means That is a lot of deals — 65 separate companies raised money with this person listed as executive officer, director, and promoter, over about 15 years. Across those companies the filings report $3.89B sold in total.

Listed alongside Lili Dunn (106 shared filings), John E. Tomlinson (90 shared filings), Bell Partners Inc. (63 shared filings, management entity), Joseph Cannon (51 shared filings), Nickolay Bochilo (41 shared filings) and 26 others.

What this means These are the other officers, directors or promoters the companies named on the same forms — the team around Jonathan. Each name links to their own page.

All 65 issuers belong to the sponsor group Bell (65 issuers, $3.89B reported sold, 2011–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Bell has 65 companies on file and $3.89B reported sold in total — the group page shows the whole track record in one place.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CT, DE, FINRA, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, OK, OR, PA, RI, SC, SD, TN, TX, VT, WA, WI, WV, WY) — 34 bankruptcy cases matching the name listed in Key records below.

What this means 34 records came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared the newest 50 of 106 public filings for Jonathan Bell and found 19 differences, 1 worth asking the sponsor about: 39% of the money raised went to insiders; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Jonathan Bell has not run yet — it is joining a line of 28,606 names; searches run around the clock at the hosts' allowed rate. Searched so far: 638 names.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

None found in sources searched — federal courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 3:01 AM ET.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: VA (crawled Oct 23, 2026)

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Jonathan Bell..

State securities regulators: Securities regulators searched (3,318 actions): AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE DOJ Investor Protection Unit (257 actions, 1987–2026), TX State Securities Board (586 actions, 2006–2026), WA DFI (2,039 actions, 2001–2026) — last crawled Oct 23, 2026, 9:57 PM ET. No machine-readable public listing today for CO, FL, IA, IN, MN, NE, NJ, NY, OH, UT, VA (see docs/state-regulators.md).

3. Bankruptcies

34 cases: 3 open, 31 closed (disposition not in docket feed)

Jonathan N. Bell and Julie E. Bell open
United States Bankruptcy Court, N.D. Oklahoma · No. 26-11330 · Filed Aug 7, 2026
Role of Jonathan N. Bell and Julie E. Bell: Debtor · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same full name (a name found in 71 federal dockets); 6 people with this name in Form D filings; court in OK (not a filing state)
Jonathan Bell and Kristi Bell open
United States Bankruptcy Court, E.D. Arkansas · No. 4:24-bk-12762 · Filed Aug 26, 2024
Role of Jonathan Bell and Kristi Bell: Debtor · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same full name (a name found in 71 federal dockets); 6 people with this name in Form D filings; court in AR (not a filing state)
Jonathan E Bell open
United States Bankruptcy Court, N.D. Illinois · No. 23-16570 · Filed Dec 11, 2023
Role of Jonathan E Bell: Debtor · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same full name (a name found in 71 federal dockets); 6 people with this name in Form D filings; court in IL (not a filing state)
Jonathan Bell closed
United States Bankruptcy Court, D. Colorado · No. 22-13220 · Filed Aug 25, 2022 · Closed Sep 4, 2025
Role of Jonathan Bell: Debtor · Outcome: Case closed 2025-09-04 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 71 federal dockets); 6 people with this name in Form D filings; court in CO (not a filing state)
Jonathan Bell closed
United States Bankruptcy Court, N.D. Illinois · No. 22-03832 · Filed Apr 1, 2022 · Closed Jan 8, 2024
Role of Jonathan Bell: Debtor · Outcome: Case closed 2024-01-08 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 71 federal dockets); 6 people with this name in Form D filings; court in IL (not a filing state)
Jonathan E Bell closed
United States Bankruptcy Court, N.D. Illinois · No. 20-15514 · Filed Aug 12, 2020 · Closed Nov 20, 2020
Role of Jonathan E Bell: Debtor · Outcome: Case closed 2020-11-20 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 71 federal dockets); 6 people with this name in Form D filings; court in IL (not a filing state)
Jonathan A. Bell and Summer S. Bell closed
United States Bankruptcy Court, W.D. Missouri · No. 17-61027 · Filed Sep 21, 2017 · Closed Jan 18, 2018
Role of Jonathan A. Bell and Summer S. Bell: Debtor · Outcome: Case closed 2018-01-18 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 71 federal dockets); 6 people with this name in Form D filings; court in MO (not a filing state)
Jonathan Bell closed
United States Bankruptcy Court, N.D. Indiana · No. 15-32395 · Filed Oct 6, 2015 · Closed Mar 30, 2016
Role of Jonathan Bell: Debtor · Outcome: Case closed 2016-03-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 71 federal dockets); 6 people with this name in Form D filings; court in IN (not a filing state)
Jonathan Bell closed
United States Bankruptcy Court, D. Massachusetts · No. 14-41776 · Filed Aug 11, 2014 · Closed Feb 23, 2016
Role of Jonathan Bell: Debtor · Outcome: Case closed 2016-02-23 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 71 federal dockets); 6 people with this name in Form D filings; court in MA (not a filing state)
Jonathan Q Bell closed
United States Bankruptcy Court, N.D. Illinois · No. 14-23891 · Filed Jun 27, 2014 · Closed Oct 20, 2014
Role of Jonathan Q Bell: Debtor · Outcome: Case closed 2014-10-20 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 71 federal dockets); 6 people with this name in Form D filings; court in IL (not a filing state)
Jonathan J Bell closed
United States Bankruptcy Court, W.D. Washington · No. 13-14788 · Filed May 23, 2013 · Closed Sep 3, 2013
Role of Jonathan J Bell: Debtor · Outcome: Case closed 2013-09-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 71 federal dockets); 6 people with this name in Form D filings; court in WA (not a filing state)
Jonathan L Bell closed
United States Bankruptcy Court, D. Massachusetts · No. 11-11356 · Filed Feb 22, 2011 · Closed May 31, 2011
Role of Jonathan L Bell: Debtor · Outcome: Case closed 2011-05-31 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 71 federal dockets); 6 people with this name in Form D filings; court in MA (not a filing state)
Irena Babunovska and Jonathan M. Bell closed
United States Bankruptcy Court, N.D. Illinois · No. 11-05676 · Filed Feb 15, 2011 · Closed May 19, 2011
Role of Irena Babunovska and Jonathan M. Bell: Debtor · Outcome: Case closed 2011-05-19 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 71 federal dockets); 6 people with this name in Form D filings; court in IL (not a filing state)
Jonathan E. Bell closed
United States Bankruptcy Court, S.D. New York · No. 10-24036 · Filed Sep 29, 2010 · Closed Jul 22, 2011
Role of Jonathan E. Bell: Debtor · Outcome: Case closed 2011-07-22 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 71 federal dockets); 6 people with this name in Form D filings; court in NY (not a filing state)
Jonathan E. Bell closed
United States Bankruptcy Court, S.D. New York · No. 10-35813 · Filed Mar 23, 2010 · Closed Jun 24, 2010
Role of Jonathan E. Bell: Debtor · Outcome: Case closed 2010-06-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 71 federal dockets); 6 people with this name in Form D filings; court in NY (not a filing state)
Jonathan D Bell closed
United States Bankruptcy Court, E.D. Kentucky · No. 09-30261 · Filed Mar 31, 2009 · Closed Jul 21, 2009
Role of Jonathan D Bell: Debtor · Outcome: Case closed 2009-07-21 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 71 federal dockets); 6 people with this name in Form D filings; court in KY (not a filing state)
Jonathan E. Bell closed
United States Bankruptcy Court, S.D. New York · No. 08-37688 · Filed Dec 1, 2008 · Closed Mar 25, 2009
Role of Jonathan E. Bell: Debtor · Outcome: Case closed 2009-03-25 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 71 federal dockets); 6 people with this name in Form D filings; court in NY (not a filing state)
Jonathan C. Bell and Kathy A. Bell closed
United States Bankruptcy Court, E.D. Michigan · No. 08-22400 · Filed Aug 15, 2008 · Closed Dec 3, 2008
Role of Jonathan C. Bell and Kathy A. Bell: Debtor · Outcome: Case closed 2008-12-03 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 71 federal dockets); 6 people with this name in Form D filings; court in MI (not a filing state)
Jonathan R. Bell and Amy Bell closed
United States Bankruptcy Court, W.D. Arkansas · No. 5:08-bk-71402 · Filed Apr 11, 2008 · Closed Jul 25, 2008
Role of Jonathan R. Bell and Amy Bell: Debtor · Outcome: Case closed 2008-07-25 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 71 federal dockets); 6 people with this name in Form D filings; court in AR (not a filing state)
Jonathan A Bell closed
United States Bankruptcy Court, N.D. Illinois · No. 07-17999 · Filed Oct 2, 2007 · Closed Mar 26, 2008
Role of Jonathan A Bell: Debtor · Outcome: Case closed 2008-03-26 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 71 federal dockets); 6 people with this name in Form D filings; court in IL (not a filing state)
Jonathan Bell closed
United States Bankruptcy Court, N.D. Illinois · No. 07-09691 · Filed May 30, 2007 · Closed Jul 30, 2010
Role of Jonathan Bell: Debtor · Outcome: Case closed 2010-07-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 71 federal dockets); 6 people with this name in Form D filings; court in IL (not a filing state)
Jonathan K. Bell closed
United States Bankruptcy Court, S.D. Georgia · No. 07-40108 · Filed Jan 22, 2007 · Closed May 31, 2007
Role of Jonathan K. Bell: Debtor · Outcome: Case closed 2007-05-31 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 71 federal dockets); 6 people with this name in Form D filings; court in GA (not a filing state)
Jonathan K. Bell closed
United States Bankruptcy Court, S.D. New York · No. 05-48315 · Filed Oct 16, 2005 · Closed May 4, 2006
Role of Jonathan K. Bell: Debtor · Outcome: Case closed 2006-05-04 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 71 federal dockets); 6 people with this name in Form D filings; court in NY (not a filing state)
JONATHAN BELL closed
United States Bankruptcy Court, D. Nevada · No. 05-23635 · Filed Oct 12, 2005 · Closed Feb 6, 2006
Role of JONATHAN BELL: Debtor · Outcome: Case closed 2006-02-06 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 71 federal dockets); 6 people with this name in Form D filings; court in NV (not a filing state)
Jonathan E. Bell closed
United States Bankruptcy Court, W.D. Michigan · No. 05-90910 · Filed Sep 28, 2005 · Closed Feb 15, 2006
Role of Jonathan E. Bell: Debtor · Outcome: Case closed 2006-02-15 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 71 federal dockets); 6 people with this name in Form D filings; court in MI (not a filing state)
JONATHAN M BELL and AIMEE M BELL closed
United States Bankruptcy Court, N.D. Alabama · No. 03-72679 · Filed Aug 22, 2003 · Closed Jun 14, 2007
Role of JONATHAN M BELL and AIMEE M BELL: Debtor · Outcome: Case closed 2007-06-14 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 71 federal dockets); 6 people with this name in Form D filings; court in AL (not a filing state)
Jonathan L Bell closed
United States Bankruptcy Court, S.D. Texas · No. 02-30354 · Filed Jan 14, 2002 · Closed Apr 20, 2004
Role of Jonathan L Bell: Debtor · Outcome: Case closed 2004-04-20 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 71 federal dockets); 6 people with this name in Form D filings; court in TX (not a filing state)
Jonathan D. Bell closed
United States Bankruptcy Court, W.D. Missouri · No. 01-60439 · Filed Mar 7, 2001 · Closed Mar 20, 2020
Role of Jonathan D. Bell: Debtor · Outcome: Case closed 2020-03-20 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 71 federal dockets); 6 people with this name in Form D filings; court in MO (not a filing state)
Jonathan E. Bell closed
United States Bankruptcy Court, S.D. New York · No. 01-30011 · Filed Jan 24, 2001 · Closed Jan 27, 2004
Role of Jonathan E. Bell: Debtor · Outcome: Case closed 2004-01-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 71 federal dockets); 6 people with this name in Form D filings; court in NY (not a filing state)
Jonathan W. Bell closed
United States Bankruptcy Court, E.D. Wisconsin · No. 00-22250 · Filed Mar 16, 2000 · Closed Jul 11, 2000
Role of Jonathan W. Bell: Debtor · Outcome: Case closed 2000-07-11 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 71 federal dockets); 6 people with this name in Form D filings; court in WI (not a filing state)
Jonathan Bell closed
United States Bankruptcy Court, S.D. Georgia · No. 97-11817 · Filed Jul 16, 1997 · Closed Nov 20, 1997
Role of Jonathan Bell: Debtor · Outcome: Case closed 1997-11-20 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 71 federal dockets); 6 people with this name in Form D filings; court in GA (not a filing state)
Jonathan H. Bell and Melanie C. Bell closed
United States Bankruptcy Court, S.D. Ohio · No. 1:93-bk-13002 · Filed Jul 13, 1993 · Closed Nov 8, 1993
Role of Jonathan H. Bell and Melanie C. Bell: Debtor · Outcome: Case closed 1993-11-08 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 71 federal dockets); 6 people with this name in Form D filings; court in OH (not a filing state)
Jonathan Bell closed
United States Bankruptcy Court, S.D. Georgia · No. 93-10609 · Filed Apr 22, 1993 · Closed Apr 15, 1997
Role of Jonathan Bell: Debtor · Outcome: Case closed 1997-04-15 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 71 federal dockets); 6 people with this name in Form D filings; court in GA (not a filing state)
Jonathan M. Bell and Lisa R. Bell closed
United States Bankruptcy Court, D. New Jersey · No. 91-11727 · Filed Apr 9, 1991 · Closed Feb 27, 1992
Role of Jonathan M. Bell and Lisa R. Bell: Debtor · Outcome: Case closed 1992-02-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 71 federal dockets); 6 people with this name in Form D filings; court in NJ (not a filing state)
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 3:01 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

Comparisons cover issuers and sponsor groups — see the issuer pages under Deals

19 differences found between the filings for Jonathan Bell — 1 worth asking about (compared the newest 50 of 106 filings on Oct 24, 2026; older filings not covered)

Note · Dec 19, 2012 – Oct 20, 2014

Bankruptcy case: Joseph Lewis Cannon, Jr. and Amanda Deannette Cannon — filed Dec 19, 2012

United States Bankruptcy Court, W.D. North Carolina docket "Joseph Lewis Cannon, Jr. and Amanda Deannette Cannon" filed Dec 19, 2012, closed Oct 20, 2014. Joseph Cannon (listed on the same filings) is listed as Debtor ("Joseph Lewis Cannon, Jr."). Our match estimate: 70%.

What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.

Docket · United States Bankruptcy Court, W.D. North Carolina ↗Joseph Cannon — PartnerFacts page ↗
Sources
Note · Aug 31, 2012 – Mar 27, 2014

Bankruptcy case: Joseph Harry Cannon, III — filed Aug 31, 2012

United States Bankruptcy Court, E.D. North Carolina docket "Joseph Harry Cannon, III" filed Aug 31, 2012, closed Mar 27, 2014. Joseph Cannon (listed on the same filings) is listed as Debtor ("Joseph Harry Cannon, III"). Our match estimate: 70%.

What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.

Docket · United States Bankruptcy Court, E.D. North Carolina ↗Joseph Cannon — PartnerFacts page ↗
Sources
Note · Aug 5, 1998 – Dec 13, 1998

Bankruptcy case: Joseph Harry Cannon and Patricia Broughton Cannon — filed Aug 5, 1998

United States Bankruptcy Court, E.D. North Carolina docket "Joseph Harry Cannon and Patricia Broughton Cannon" filed Aug 5, 1998, closed Dec 13, 1998. Joseph Cannon (listed on the same filings) is listed as Debtor ("Joseph Harry Cannon"). Our match estimate: 70%.

What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.

Docket · United States Bankruptcy Court, E.D. North Carolina ↗Joseph Cannon — PartnerFacts page ↗
Sources
Worth asking · Dec 1, 2022

39% of the money raised went to insiders — Bell Value-Add Fund VIII, L.P.

The Dec 1, 2022 Form D reports $190,000,000 sold and $74,029,535 of the proceeds used for payments to officers, directors or promoters (marked as an estimate). Issuer's note: "The above number represents the estimated aggregate management fee over the life of the fund based on $850 million of capital commitments.".

What this means The filing reports how much of the money raised was paid to insiders. Over 10% is high for most deals. Ask what it paid for.

Form D · Dec 1, 2022 ↗Bell Value-Add Fund VIII, L.P. — PartnerFacts page ↗
Sources
Note · Sep 12, 2025

17% of the money raised went to insiders — Bell Partners Growth & Income Fund, L.P.

The Sep 12, 2025 Form D reports $500,000,000 sold and $85,000,000 of the proceeds used for payments to officers, directors or promoters (marked as an estimate). Issuer's note: "The above number represents the estimated aggregate management fee over the life of the fund based on $1,435,000,000 of capital commitments.".

What this means The filing reports how much of the money raised was paid to insiders. Over 10% is high for most deals. Ask what it paid for.

Form D · Sep 12, 2025 ↗Bell Partners Growth & Income Fund, L.P. — PartnerFacts page ↗
Sources
Note · May 10, 2023

11% of the money raised went to insiders — Bell Value-Add Fund VIII, L.P.

The May 10, 2023 Form D/A reports $905,000,000 sold and $98,415,734 of the proceeds used for payments to officers, directors or promoters (marked as an estimate). Issuer's note: "The above number represents the estimated aggregate management fee over the life of the fund based on $1.13 billion of capital commitments.".

What this means The filing reports how much of the money raised was paid to insiders. Over 10% is high for most deals. Ask what it paid for.

Form D/A · May 10, 2023 ↗Bell Value-Add Fund VIII, L.P. — PartnerFacts page ↗
Sources
Note · Nov 16, 2022 – May 10, 2023

No amendment in the last 12 months on an offering that may still be open — Bell Value-Add Fund VIII, L.P. (latest filing May 10, 2023)

The latest filing for this offering is dated May 10, 2023 (first sale Nov 16, 2022). It reports $905,000,000 sold of $1,130,000,000 offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Form D/A · May 10, 2023 ↗Bell Value-Add Fund VIII, L.P. — PartnerFacts page ↗
Sources
Note · Jan 17, 2017 – Dec 14, 2023

Jonathan Bell's role changed at Bell Institutional Subsidiary VI, LLC: executive officer, director → director

The Jan 17, 2017 filing lists Jonathan Bell as executive officer, director; the Dec 14, 2023 Form D/A lists director.

What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.

Form D · Jan 17, 2017 ↗Form D/A · Dec 14, 2023 ↗Jonathan Bell — PartnerFacts page ↗Bell Institutional Subsidiary VI, LLC — PartnerFacts page ↗
Sources
Note · Jul 6, 2017 – Jan 15, 2026

4 offerings changed their target amount between filings

Offering amount changed between filings — Bell Partners Growth & Income Fund, L.P. · Offering amount lowered between filings — Bell Olmsted Park Senior Management, LLC · Offering amount lowered between filings — Bell Olmsted Park HNW, LLC · Offering amount changed between filings — Bell Value-Add Fund VIII, L.P.

What this means Targets change as deals grow or shrink. Ask whether later money has the same terms.

Form D (earlier) · Sep 12, 2025 ↗Form D/A (later) · Jan 15, 2026 ↗Bell Partners Growth & Income Fund, L.P. — PartnerFacts page ↗Form D (earlier) · Jul 6, 2017 ↗
Sources
Note · Jul 6, 2017 – Dec 15, 2023

Minimum investment changed between filings — Bell Olmsted Park Senior Management, LLC

The Jul 6, 2017 filing lists a minimum of $0; the Dec 15, 2023 Form D/A lists $50,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D (earlier) · Jul 6, 2017 ↗Form D/A (later) · Dec 15, 2023 ↗Bell Olmsted Park Senior Management, LLC — PartnerFacts page ↗
Sources
Note · Jul 6, 2017 – Dec 15, 2023

Minimum investment changed between filings — Bell Olmsted Park HNW, LLC

The Jul 6, 2017 filing lists a minimum of $500,000; the Dec 15, 2023 Form D/A lists $100,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D (earlier) · Jul 6, 2017 ↗Form D/A (later) · Dec 15, 2023 ↗Bell Olmsted Park HNW, LLC — PartnerFacts page ↗
Sources
Note · Jan 17, 2017 – Jul 6, 2017

Jonathan Bell is written 2 different ways on the filings

listed as "Jonathan D. Bell" on 37 filings (from Jan 17, 2017), and "Jonathan Bell" on 24 filings (from Jul 6, 2017).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Form D · Jan 17, 2017 ↗Form D · Jul 6, 2017 ↗Jonathan Bell — PartnerFacts page ↗
Sources
Note · Jul 6, 2017 – Dec 15, 2023

Reported revenue range changed between filings — Bell Olmsted Park Senior Management, LLC

"No Revenues" (Jul 6, 2017); then "Decline to Disclose" (Dec 15, 2023).

What this means This is the size band the issuer picks for itself on the form. A change can mean the business grew or shrank — or that it chose not to say. Ask for current numbers.

Form D · Jul 6, 2017 ↗Form D/A · Dec 15, 2023 ↗Bell Olmsted Park Senior Management, LLC — PartnerFacts page ↗
Sources
Note · Jul 6, 2017 – Dec 15, 2023

Reported revenue range changed between filings — Bell Olmsted Park HNW, LLC

"No Revenues" (Jul 6, 2017); then "Decline to Disclose" (Dec 15, 2023).

What this means This is the size band the issuer picks for itself on the form. A change can mean the business grew or shrank — or that it chose not to say. Ask for current numbers.

Form D · Jul 6, 2017 ↗Form D/A · Dec 15, 2023 ↗Bell Olmsted Park HNW, LLC — PartnerFacts page ↗
Sources
Note · Oct 11, 2016 – Apr 9, 2026

Same name, different state: "Jonathan Neva Bell" (X0) is a separate record

This page covers filings where the address state is NC. A separate record, "Jonathan Neva Bell" with address state X0, is listed on 19 filings — most recently by Cape Ann (Ireland) Trust - Cape Ann Global Developing Markets (Ireland) Fund (Apr 9, 2026). Both records have filings in the same period (Oct 11, 2016 to Jan 15, 2026).

What this means Two records with one name were active at the same time. That can be one person listing different company addresses, or two different people. We keep them apart until a filing ties them together. Check both pages before you decide.

Jonathan Neva Bell (X0) — PartnerFacts page ↗Form D · Apr 9, 2026 ↗Cape Ann (Ireland) Trust - Cape Ann Global Developing Markets (Ireland) Fund — PartnerFacts page ↗Jonathan Bell (NC) — this page ↗
Sources
Note · Sep 25, 2013 – Apr 4, 2025

Same name, different state: "Jonathan Bell" (OH) is a separate record

This page covers filings where the address state is NC. A separate record, "Jonathan Bell" with address state OH, is listed on 3 filings — most recently by Amptiv Biosciences, Inc. (Apr 4, 2025). Both records have filings in the same period (Sep 25, 2013 to Apr 4, 2025).

What this means Two records with one name were active at the same time. That can be one person listing different company addresses, or two different people. We keep them apart until a filing ties them together. Check both pages before you decide.

Jonathan Bell (OH) — PartnerFacts page ↗Form D · Apr 4, 2025 ↗Amptiv Biosciences, Inc. — PartnerFacts page ↗Jonathan Bell (NC) — this page ↗
Sources
Note · Oct 15, 2020 – Oct 20, 2020

Same name, different state: "Jonathan Bell" (MD) is a separate record

This page covers filings where the address state is NC. A separate record, "Jonathan Bell" with address state MD, is listed on 2 filings — most recently by MxLuxe A1 LLC (Oct 20, 2020). Both records have filings in the same period (Oct 15, 2020 to Oct 20, 2020).

What this means Two records with one name were active at the same time. That can be one person listing different company addresses, or two different people. We keep them apart until a filing ties them together. Check both pages before you decide.

Jonathan Bell (MD) — PartnerFacts page ↗Form D/A · Oct 20, 2020 ↗MxLuxe A1 LLC — PartnerFacts page ↗Jonathan Bell (NC) — this page ↗
Sources
Note · Oct 28, 2015 – Sep 4, 2020

Same name, different state: "Jonathan Bell" (N4) is a separate record

This page covers filings where the address state is NC. A separate record, "Jonathan Bell" with address state N4, is listed on 21 filings — most recently by Portman Square UK Co-Investment Fund I, a sub-fund of Portman Square Private Funds SICAV-SIF (Sep 4, 2020). Both records have filings in the same period (Oct 28, 2015 to Sep 4, 2020).

What this means Two records with one name were active at the same time. That can be one person listing different company addresses, or two different people. We keep them apart until a filing ties them together. Check both pages before you decide.

Jonathan Bell (N4) — PartnerFacts page ↗Form D · Sep 4, 2020 ↗Portman Square UK Co-Investment Fund I, a sub-fund of Portman Square Private Funds SICAV-SIF — PartnerFacts page ↗Jonathan Bell (NC) — this page ↗
Sources
Note · May 21, 2009 – Sep 10, 2013

Same name, different state: "Jonathan Bell" (CA) is a separate record

This page covers filings where the address state is NC. A separate record, "Jonathan Bell" with address state CA, is listed on 20 filings — most recently by Bramasol, Inc. (Sep 10, 2013). Both records have filings in the same period (Mar 24, 2011 to Sep 10, 2013).

What this means Two records with one name were active at the same time. That can be one person listing different company addresses, or two different people. We keep them apart until a filing ties them together. Check both pages before you decide.

Jonathan Bell (CA) — PartnerFacts page ↗Form D · Sep 10, 2013 ↗Bramasol, Inc. — PartnerFacts page ↗Jonathan Bell (NC) — this page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. We compared the newest 50 of 106 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

32 of 83 offerings report sales commissions totalling $8,012,500; 2 report finder's fees totalling $1,060,000; 22 report proceeds to related persons totalling $324,083,974. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Mar 5, 2026 D
Bell Partners Growth & Income Manager, LLC
File 021-575546
$0$0$0None listed on this filingEDGAR ↗
Jan 15, 2026 D/A
Bell Partners Growth & Income Fund, L.P.
File 021-557426
$575,000 (est.)$0 (est.)$66,000,000
The above number represents the estimated aggregate management fee over the life of the fund based on $1,460,000,000 of capital commitments.
Hodes Weill Securities, LLC BrokerCheck CRD 131848 ↗EDGAR ↗
Jan 15, 2026 D
Bell Value-Add Fund VIII Lynnwood Holdings, LLC
File 021-570101
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Jan 12, 2026 D
Bell Partners Growth & Income HNW Fund, LLC
File 021-569654
$0$0$300,000 (est.)
Estimated total property acquisition fee of 1%.
None listed on this filingEDGAR ↗
Jan 6, 2026 D
Bell Value-Add Fund VIII Rock Springs Holdings, LLC
File 021-569077
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Jan 6, 2026 D
Bell Partners Growth & Income Institutional Subsidiary, LLC
File 021-569075
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Dec 22, 2025 D
Bell Value-Add Fund VIII Shrewsbury Holdings, LLC
File 021-567767
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Dec 22, 2025 D
Bell Value-Add Fund VIII Avalon Park Holdings, LLC
File 021-567751
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Dec 22, 2025 D
Bell Value-Add Fund VIII Gateway Holdings, LLC
File 021-567754
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Dec 22, 2025 D
Bell Value-Add Fund VIII Miramar Holdings, LLC
File 021-567755
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Dec 22, 2025 D
Bell Value-Add Fund VIII Murrieta Holdings, LLC
File 021-567756
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Dec 22, 2025 D
Bell Value-Add Fund VIII Parker Holdings, LLC
File 021-567757
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Dec 22, 2025 D
Bell Value-Add Fund VIII Parker North Holdings, LLC
File 021-567763
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Nov 26, 2025 D
Bell Value-Add Fund VIII Almaden, LLC
File 021-565179
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Sep 11, 2025 D
Bell Partners Growth & Income SM Fund, LLC
File 021-557307
$0$0$0None listed on this filingEDGAR ↗
Dec 16, 2024 D
Bell Value-Add Fund VIII Lansbrook Holdings, LLC
File 021-532193
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Dec 16, 2024 D
Bell Value-Add Fund VIII Old Town Holdings, LLC
File 021-532205
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Jan 2, 2024 D
Bell Value-Add Subsidiary VIII, LLC
File 021-501319
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Dec 15, 2023 D/A
Bell Olmsted Park HNW, LLC
File 021-290059
$0$0$1,165,007
Issuer's pro rata share of a 1.25% property acquisition fee is payable to Manager.
None listed on this filingEDGAR ↗
Dec 15, 2023 D/A
Bell Olmsted Park Senior Management, LLC
File 021-290066
$0$0$0None listed on this filingEDGAR ↗
Dec 15, 2023 D/A
Bell Fund VII Cadence Holdings, LLC
File 021-468321
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H&L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H&L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H&L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H&L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Dec 14, 2023 D/A
Bell Institutional Subsidiary VI, LLC
File 021-278596
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Phyllis Johnson BrokerCheck CRD 1020488 ↗
via 30361 (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Dec 14, 2023 D/A
Bell Flatirons REIT, LLC
File 021-329591
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H&L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H&L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H&L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H&L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Dec 14, 2023 D/A
Bell Institutional Subsidiary VII, LLC
File 021-358752
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H&L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H&L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H&L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H&L Equities, LLC (CRD 113794 ↗)

Charles Mathes BrokerCheck CRD 5980160 ↗
via H&L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Dec 14, 2023 D/A
Bell Fund VII Westford Holdings, LLC
File 021-387305
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H&L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H&L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H&L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H&L Equities, LLC (CRD 113794 ↗)

Charles Mathes BrokerCheck CRD 5980160 ↗
via H&L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Dec 14, 2023 D/A
Liberty Bell-H REIT, LLC
File 021-427881
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H&L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H&L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H&L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H&L Equities, LLC (CRD 113794 ↗)

Charles Mathes BrokerCheck CRD 5980160 ↗
via H&L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Dec 14, 2023 D/A
Bell Fund VII Avalon Holdings, LLC
File 021-427895
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H&L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H&L Equities, LLC (CRD 113794 ↗)

Patrick Welchel BrokerCheck CRD 5389090 ↗
via H&L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H&L Equities, LLC (CRD 113794 ↗)

Charles Mathes BrokerCheck CRD 5980160 ↗
via H&L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Dec 14, 2023 D/A
BCF JV REIT I-A, LLC
File 021-428840
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H&L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H&L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H&L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H&L Equities, LLC (CRD 113794 ↗)

Charles Mathes BrokerCheck CRD 5980160 ↗
via H&L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Dec 14, 2023 D/A
BCF JV REIT I, LLC
File 021-428851
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H&L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H&L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H&L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H&L Equities, LLC (CRD 113794 ↗)

Charles Mathes BrokerCheck CRD 5980160 ↗
via H&L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Dec 14, 2023 D/A
Bell Fund VII Charlotte Uptown Holdings, LLC
File 021-468322
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H&L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H&L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H&L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H&L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Dec 14, 2023 D/A
Bell Fund VII Four Pack Holdings, LLC
File 021-468323
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H&L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H&L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H&L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H&L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Dec 14, 2023 D/A
Bell Fund VII South Shore District Holdings, LLC
File 021-470264
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H&L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H&L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H&L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H&L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Dec 14, 2023 D
Bell Liberty Manager, LLC
File 021-499606
$0$0$0None listed on this filingEDGAR ↗
Dec 14, 2023 D
Bell Legacy PP, LLC
File 021-499605
$0$0$0None listed on this filingEDGAR ↗
Dec 14, 2023 D
Bell Value-Add Fund VIII Manager, LLC
File 021-499608
$0$0$0None listed on this filingEDGAR ↗
Dec 13, 2023 D
Bell Fund VII Manager, LLC
File 021-499600
$0$0$0None listed on this filingEDGAR ↗
Dec 13, 2023 D
Bell Core Fund I Manager, LLC
File 021-499578
$0$0$0None listed on this filingEDGAR ↗
Aug 11, 2023 D
BCF I HNW Presidio Jones Franklin, LLC
File 021-489438
$0$0$0None listed on this filingEDGAR ↗
Aug 7, 2023 D
Bell Value-Add Fund VIII Manager, LLC
File 021-488993
$0$0$0None listed on this filingEDGAR ↗
May 10, 2023 D/A
Bell Value-Add Fund VIII, L.P.
File 021-466314
$1,662,500 (est.)$0$98,415,734 (est.)
The above number represents the estimated aggregate management fee over the life of the fund based on $1.13 billion of capital commitments.
Hodes Weill Securities, LLC BrokerCheck CRD 131848 ↗EDGAR ↗
Nov 15, 2022 D
Bell Value-Add HNW Fund VIII, LLC
File 021-464874
$0$0$4,100,000 (est.)
Estimated total property acquisition fee of 1% assuming 95% is invested with 65% leverage.
None listed on this filingEDGAR ↗
Oct 25, 2022 D
Bell Fund VII Manager, LLC
File 021-462764
$0$0$0None listed on this filingEDGAR ↗
Oct 25, 2022 D
Bell Core Fund I Manager, LLC
File 021-462762
$0$0$0None listed on this filingEDGAR ↗
Oct 25, 2022 D
Bell Liberty Manager, LLC
File 021-462759
$0$0$0None listed on this filingEDGAR ↗
Oct 25, 2022 D
Bell Legacy PP, LLC
File 021-462757
$0$0$0None listed on this filingEDGAR ↗
Sep 23, 2022 D
Bell Value-Add SM Fund VIII, LLC
File 021-459755
$0$0$0None listed on this filingEDGAR ↗
Apr 5, 2022 D
Bell Fund VII Manager, LLC
File 021-440435
$0$0$0None listed on this filingEDGAR ↗
Apr 5, 2022 D
Bell Core Fund I Manager, LLC
File 021-440442
$0$0$0None listed on this filingEDGAR ↗
Mar 25, 2022 D
Bell Liberty Manager, LLC
File 021-438963
$0$0$0None listed on this filingEDGAR ↗
Mar 25, 2022 D
Bell Legacy PP, LLC
File 021-438973
$0$0$0None listed on this filingEDGAR ↗
Jan 11, 2022 D
Bell Core REIT I, LLC
File 021-428865
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Charles Mathes BrokerCheck CRD 5980160 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Nov 5, 2021 D
Bell Core Fund I Manager, LLC
File 021-420059
$0$0$0None listed on this filingEDGAR ↗
Apr 5, 2021 D
Bell Core Fund I, L.P.
File 021-394718
$0$0$39,130,026
The above number represents the estimated aggregate management fee over the life of the fund based on $300 million of capital commitments.
None listed on this filingEDGAR ↗
Mar 22, 2021 D
Bell Management Core Fund I, LLC
File 021-392992
$0$0$0None listed on this filingEDGAR ↗
Mar 11, 2021 D
Bell Flatirons Manager, LLC
File 021-391932
$0$0$0None listed on this filingEDGAR ↗
Mar 11, 2021 D
Bell Keystone Florida Three Manager, LLC
File 021-391970
$0$0$0None listed on this filingEDGAR ↗
Mar 11, 2021 D
Bell Fund VII Manager, LLC
File 021-391957
$0$0$0None listed on this filingEDGAR ↗
Jun 12, 2020 D
Bell Fund VII Manager, LLC
File 021-368815
$0$0$0None listed on this filingEDGAR ↗
Apr 3, 2020 D/A
Bell Institutional Fund VII, L.P.
File 021-349086
$4,600,000 (est.)$170,000 (est.)$85,000,000 (est.)
The above number represents the estimated aggregate management fee over the life of the fund based on $810 million of capital commitments.
Atlantic Partners, Ltd. no CRD number reported
Park Hill Group LLC BrokerCheck CRD 135898 ↗		EDGAR ↗
Mar 13, 2020 D
Bell Keystone Florida Three Manager, LLC
File 021-362802
$0$0$0None listed on this filingEDGAR ↗
Mar 13, 2020 D
Bell Flatirons Manager, LLC
File 021-362809
$0$0$0None listed on this filingEDGAR ↗
Nov 5, 2019 D/A
Bell Keystone Florida Three Manager, LLC
File 021-331738
$0$0$0None listed on this filingEDGAR ↗
Nov 5, 2019 D/A
Bell Flatirons Manager, LLC
File 021-331946
$0$0$0None listed on this filingEDGAR ↗
Sep 25, 2019 D
Bell HNW Fund VII, LLC
File 021-349578
$0$0$3,400,000 (est.)
Estimated total property acquisition fee of 1% assuming maximum offering amount is raised and 95% invested with 65% leverage.
None listed on this filingEDGAR ↗
Aug 15, 2019 D
Bell Senior Management Fund VII, LLC
File 021-346657
$0$0$0None listed on this filingEDGAR ↗
Nov 6, 2018 D
Bell Diversified Portfolio, LLC
File 021-325138
$0$0$4,852,575
Bell Partners Inc. will be reimbursed for certain closing expenses and will be paid certain fees including one representing 50% of the disposition fee liability inherent in the properties contributed to Issuer, based on their contribution values.
None listed on this filingEDGAR ↗
Jun 30, 2017 D/A
Bell Institutional Fund VI, L.P.
File 021-277374
$1,000,000 (est.)$890,000 (est.)$0Atlantic Partners, Ltd. no CRD number reported
CBRE Capital Advisors, Inc. BrokerCheck CRD 140565 ↗		EDGAR ↗
Dec 13, 2016 D
Bell Core Investor, LLC
File 021-276178
$0$0$0None listed on this filingEDGAR ↗
Oct 25, 2016 D
Steiner Ranch HNW Investor, LLC
File 021-273157
$0$0$719,500 (est.)
Issuer's pro rata share of a 1.25% property acquisition fee is payable to Manager. If $20,634,500 is raised and invested with approximately 55% leverage, fees paid by Issuer would be approximately $719,500.00.
None listed on this filingEDGAR ↗
Jul 26, 2016 D
Bell HNW West Coast Portfolio, LLC
File 021-267707
$0$0$932,500 (est.)
Issuer's pro rata share of a 1.25% property acquisition fee is payable to Manager. If $33,381,000 is raised and invested with approximately 55% leverage, and Issuer's share of the investment is one-quarter, fees paid by Issuer would be $932,500.
None listed on this filingEDGAR ↗
Jun 7, 2016 D
Bell Senior Management Fund VI, LLC
File 021-264476
$0$0$0None listed on this filingEDGAR ↗
May 27, 2016 D
Bell HNW Fund VI, LLC
File 021-264023
$0$0$1,339,000 (est.)
Issuer's pro rata share of a 1.25% property acquisition fee is payable to Manager. If $150,000,000 is raised and invested with 65% leverage, and Issuer's share of the investment is one-quarter, fees paid by Issuer would be $1,339,000.
None listed on this filingEDGAR ↗
Jan 7, 2016 D
Bell Institutional Subsidiary V, LLC
File 021-254697
$6,250$0$0Charles Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Phyllis Johnson BrokerCheck CRD 1020488 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Patrick Whelchel BrokerCheck CRD 5389090 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Dec 30, 2015 D
Bell HNW 2015 Riverside, LLC
File 021-254159
$0$0$591,916
Bell Partners Inc. will receive an acquisition fee in connection with the consummation of this offering.
None listed on this filingEDGAR ↗
Jul 2, 2015 D
Bell HNW Fund V, LLC
File 021-242975
$0$0$657,000 (est.)
1% acquisition fee is payable to Manager upon acquisition of each new real property investment by the Issuer (assuming $23,000,000 is raised and invested with 65% leverage, the total fees would be approximately $657,000).
None listed on this filingEDGAR ↗
Jul 2, 2015 D
Bell Senior Management Fund V, LLC
File 021-242978
$0$0$657,000
1% acquisition fee is payable to Manager upon acquisition of each new real property investment by the Issuer (assuming $23,000,000 is raised and invested with 65% leverage, the total fees would be approximately $657,000).
None listed on this filingEDGAR ↗
Apr 20, 2015 D
Bell HNW Horizons, LLC
File 021-238293
$0$0$1,059,742
Bell Partners Inc. will receive an acquisition fee in connection with the consummation of this offering.
None listed on this filingEDGAR ↗
Dec 30, 2014 D
Forest at Asheville Properties, LLC
File 021-231083
$0$0$1,461,798
Bell Partners Inc. will receive an acquisition fee in connection with the consummation of this offering.
None listed on this filingEDGAR ↗
Feb 5, 2014 D
Cameron at The Summit Properties, LLC
File 021-211319
$0$0$906,296
Bell Partners Inc. will receive an acquisition fee in connection with the consummation of this offering.
None listed on this filingEDGAR ↗
May 24, 2013 D
Bell Senior Management Fund V, LLC
File 021-197027
$0$0$285,000 (est.)
1% acquisition fee is payable to Manager upon acquisition of each new real property investment by the Issuer (assuming $10,000,000 is raised and invested with 65% leverage, the total fees would be approximately $285,000).
None listed on this filingEDGAR ↗
May 23, 2013 D
Bell HNW Fund V, LLC
File 021-196970
$0$0$4,285,000 (est.)
1% acquisition fee is payable to Manager upon acquisition of each new real property investment by the Issuer (assuming $150,000,000 is raised and invested with 65% leverage, the total fees would be approximately $4,285,000).
None listed on this filingEDGAR ↗
Jan 7, 2013 D
Portfolio SC, LLC
File 021-189648
$0$0$1,325,880 (est.)
1.5% acquisition fee payable to Administrative Member upon acquisition of properties included in portfolio of properties to be acquired by Issuer.
None listed on this filingEDGAR ↗
Mar 24, 2011 D
Bell Fund IV, LLC
File 021-157287
$0$0$7,500,000 (est.)
1.5% acquisition fee is payable to Manager upon acquisition of each new real property investment by the Issuer (assuming $150,000,000 is raised and invested with 70% leverage, the total fees would be $7,500,000).
None listed on this filingEDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across every filing this person is listed on (latest filing per offering, per issuer).

Deals 65

Every issuer that named Jonathan Bell on a Form D, newest first. A Form D is the notice a company files after it starts selling a private investment.

BP
Commercial · group: Bell

Bell Partners Growth & Income Manager, LLC

Greensboro, NC · Mar 5, 2026
  • Mar 5, 2026 · D · $1 sold of $1 · 25 investors · min. No minimum reported · role: Executive Officer, Promoter (Executive Chairman of Bell Partners Inc.) EDGAR ↗

Raised $1 from 25 investors (100% of the $1 target) as of the latest filing. Jonathan is listed as executive officer, promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Commercial / 506(b) (6,713 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BV
REITS and Finance · group: Bell

Bell Value-Add Fund VIII Lynnwood Holdings, LLC

Greensboro, NC · Jan 15, 2026
  • Jan 15, 2026 · D · $115,000 sold of $125,000 · 115 investors · min. $1,000 · role: Director EDGAR ↗

Raised $115K from 115 investors (92% of the $125K target) as of the latest filing. Jonathan is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BP
Pooled Investment Fund · group: Bell

Bell Partners Growth & Income Fund, L.P.

Greensboro, NC · Sep 12, 2025 → Jan 15, 2026 · 2 filings
  • Jan 15, 2026 · D/A · $1,001,680,000 sold of $1,460,000,000 · 8 investors · min. $20,000,000 · role: Director, Executive Officer, Promoter (Executive Chairman of Bell Partners Inc., Manager of Issuer's General Partner) EDGAR ↗
  • Sep 12, 2025 · D · $500,000,000 sold of $1,435,000,000 · 3 investors · min. $20,000,000 · role: Director, Executive Officer, Promoter (Executive Chairman of Bell Partners Inc., Manager of Issuer's General Partner) EDGAR ↗

Raised $1B from 8 investors (69% of the $1.46B target) as of the latest filing. Jonathan is listed as director, executive officer, promoter on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BP
Residential · group: Bell

Bell Partners Growth & Income HNW Fund, LLC

Greensboro, NC · Jan 12, 2026
  • Jan 12, 2026 · D · $16,850,000 sold of $16,850,000 · 47 investors · min. No minimum reported · role: Executive Officer, Promoter (Executive Chairman of Bell Partners Inc.) EDGAR ↗

Raised $16.9M from 47 investors (100% of the $16.9M target) as of the latest filing. Jonathan is listed as executive officer, promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Residential / 506(b) (4,183 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BV
REITS and Finance · group: Bell

Bell Value-Add Fund VIII Rock Springs Holdings, LLC

Greensboro, NC · Jan 6, 2026
  • Jan 6, 2026 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Director EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Jonathan is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BP
REITS and Finance · group: Bell

Bell Partners Growth & Income Institutional Subsidiary, LLC

Greensboro, NC · Jan 6, 2026
  • Jan 6, 2026 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Director EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Jonathan is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BV
REITS and Finance · group: Bell

Bell Value-Add Fund VIII Shrewsbury Holdings, LLC

Greensboro, NC · Dec 22, 2025
  • Dec 22, 2025 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Director EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Jonathan is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BV
REITS and Finance · group: Bell

Bell Value-Add Fund VIII Parker North Holdings, LLC

Greensboro, NC · Dec 22, 2025
  • Dec 22, 2025 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Director EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Jonathan is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BV
REITS and Finance · group: Bell

Bell Value-Add Fund VIII Parker Holdings, LLC

Greensboro, NC · Dec 22, 2025
  • Dec 22, 2025 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Director EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Jonathan is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BV
REITS and Finance · group: Bell

Bell Value-Add Fund VIII Murrieta Holdings, LLC

Greensboro, NC · Dec 22, 2025
  • Dec 22, 2025 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Director EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Jonathan is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BV
REITS and Finance · group: Bell

Bell Value-Add Fund VIII Miramar Holdings, LLC

Greensboro, NC · Dec 22, 2025
  • Dec 22, 2025 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Director EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Jonathan is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BV
REITS and Finance · group: Bell

Bell Value-Add Fund VIII Gateway Holdings, LLC

Greensboro, NC · Dec 22, 2025
  • Dec 22, 2025 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Director EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Jonathan is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BV
REITS and Finance · group: Bell

Bell Value-Add Fund VIII Avalon Park Holdings, LLC

Greensboro, NC · Dec 22, 2025
  • Dec 22, 2025 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Director EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Jonathan is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BV
REITS and Finance · group: Bell

Bell Value-Add Fund VIII Almaden, LLC

Greensboro, NC · Nov 26, 2025
  • Nov 26, 2025 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Director EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Jonathan is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BP
Pooled Investment Fund · group: Bell

Bell Partners Growth & Income SM Fund, LLC

Greensboro, NC · Sep 11, 2025
  • Sep 11, 2025 · D · $11,250,000 sold of $11,250,000 · 31 investors · min. No minimum reported · role: Executive Officer, Promoter (Executive Chairman of Bell Partners Inc.) EDGAR ↗

Raised $11.3M from 31 investors (100% of the $11.3M target) as of the latest filing. Jonathan is listed as executive officer, promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BV
REITS and Finance · group: Bell

Bell Value-Add Fund VIII Old Town Holdings, LLC

Greensboro, NC · Dec 16, 2024
  • Dec 16, 2024 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Director EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Jonathan is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BV
REITS and Finance · group: Bell

Bell Value-Add Fund VIII Lansbrook Holdings, LLC

Greensboro, NC · Dec 16, 2024
  • Dec 16, 2024 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Director EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Jonathan is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BV
REITS and Finance · group: Bell

Bell Value-Add Subsidiary VIII, LLC

Greensboro, NC · Jan 2, 2024
  • Jan 2, 2024 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Director EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Jonathan is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BO
Residential · group: Bell

Bell Olmsted Park Senior Management, LLC

Greensboro, NC · Jul 6, 2017 → Dec 15, 2023 · 2 filings
  • Dec 15, 2023 · D/A · $5,075,000 sold of $5,075,000 · 7 investors · min. $50,000 · role: Executive Officer, Promoter (Chairman of Bell Partners Inc., Issuer's Manager) EDGAR ↗
  • Jul 6, 2017 · D · $0 sold of $7,000,000 · 0 investors · min. No minimum reported · role: Executive Officer, Promoter (CEO of Bell Partners Inc., Issuer's Manager) EDGAR ↗

Raised $5.08M from 7 investors (100% of the $5.08M target) as of the latest filing. Jonathan is listed as executive officer, promoter on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Residential / 506(b) (4,183 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BO
Residential · group: Bell

Bell Olmsted Park HNW, LLC

Greensboro, NC · Jul 6, 2017 → Dec 15, 2023 · 2 filings
  • Dec 15, 2023 · D/A · $39,175,000 sold of $39,175,000 · 85 investors · min. $100,000 · role: Executive Officer, Promoter (Chairman of Bell Partners Inc., Issuer's Manager) EDGAR ↗
  • Jul 6, 2017 · D · $0 sold of $41,000,000 · 0 investors · min. $500,000 · role: Executive Officer, Promoter (CEO of Bell Partners Inc., Issuer's Manager) EDGAR ↗

Raised $39.2M from 85 investors (100% of the $39.2M target) as of the latest filing. Jonathan is listed as executive officer, promoter on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Residential / 506(b) (4,183 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BF
REITS and Finance · group: Bell

Bell Fund VII Cadence Holdings, LLC

Greensboro, NC · Dec 21, 2022 → Dec 15, 2023 · 2 filings
  • Dec 15, 2023 · D/A · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Director EDGAR ↗
  • Dec 21, 2022 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Director EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Jonathan is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

LB
REITS and Finance · group: Bell

Liberty Bell-H REIT, LLC

Greensboro, NC · Jan 5, 2022 → Dec 14, 2023 · 2 filings
  • Dec 14, 2023 · D/A · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Director, Executive Officer EDGAR ↗
  • Jan 5, 2022 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer, Director EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Jonathan is listed as director, executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BI
REITS and Finance · group: Bell

Bell Institutional Subsidiary VII, LLC

Greensboro, NC · Jan 23, 2020 → Dec 14, 2023 · 2 filings
  • Dec 14, 2023 · D/A · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Director, Executive Officer EDGAR ↗
  • Jan 23, 2020 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer, Director (Director and Chief Executive Officer of Issuer) EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Jonathan is listed as director, executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BI
REITS and Finance · group: Bell

Bell Institutional Subsidiary VI, LLC

Greensboro, NC · Jan 17, 2017 → Dec 14, 2023 · 2 filings
  • Dec 14, 2023 · D/A · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Director EDGAR ↗
  • Jan 17, 2017 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer, Director EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Jonathan is listed as director, executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BF
REITS and Finance · group: Bell

Bell Fund VII Westford Holdings, LLC

Greensboro, NC · Jan 26, 2021 → Dec 14, 2023 · 2 filings
  • Dec 14, 2023 · D/A · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Director, Executive Officer EDGAR ↗
  • Jan 26, 2021 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer, Director (Director and Chief Executive Officer of Issuer) EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Jonathan is listed as director, executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BF
REITS and Finance · group: Bell

Bell Fund VII Charlotte Uptown Holdings, LLC

Greensboro, NC · Dec 21, 2022 → Dec 14, 2023 · 2 filings
  • Dec 14, 2023 · D/A · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Director EDGAR ↗
  • Dec 21, 2022 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Director EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Jonathan is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BF
REITS and Finance · group: Bell

Bell Fund VII Avalon Holdings, LLC

Greensboro, NC · Jan 5, 2022 → Dec 14, 2023 · 2 filings
  • Dec 14, 2023 · D/A · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Director, Executive Officer EDGAR ↗
  • Jan 5, 2022 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer, Director EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Jonathan is listed as director, executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BF
REITS and Finance · group: Bell

Bell Fund VII Four Pack Holdings, LLC

Greensboro, NC · Dec 21, 2022 → Dec 14, 2023 · 2 filings
  • Dec 14, 2023 · D/A · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Director EDGAR ↗
  • Dec 21, 2022 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Director EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Jonathan is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BF
REITS and Finance · group: Bell

Bell Flatirons REIT, LLC

Greensboro, NC · Jan 3, 2019 → Dec 14, 2023 · 3 filings
  • Dec 14, 2023 · D/A · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer EDGAR ↗
  • Jan 3, 2019 · D/A · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer EDGAR ↗
  • Jan 3, 2019 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Jonathan is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BJ
REITS and Finance · group: Bell

BCF JV REIT I-A, LLC

Greensboro, NC · Jan 11, 2022 → Dec 14, 2023 · 2 filings
  • Dec 14, 2023 · D/A · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Director, Executive Officer EDGAR ↗
  • Jan 11, 2022 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer, Director EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Jonathan is listed as director, executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BJ
REITS and Finance · group: Bell

BCF JV REIT I, LLC

Greensboro, NC · Jan 11, 2022 → Dec 14, 2023 · 3 filings
  • Dec 14, 2023 · D/A · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Director, Executive Officer EDGAR ↗
  • Dec 14, 2023 · D/A · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Director, Executive Officer EDGAR ↗
  • Jan 11, 2022 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer, Director EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Jonathan is listed as director, executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BF
REITS and Finance · group: Bell

Bell Fund VII South Shore District Holdings, LLC

Greensboro, NC · Jan 10, 2023 → Dec 14, 2023 · 2 filings
  • Dec 14, 2023 · D/A · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Director EDGAR ↗
  • Jan 10, 2023 · D · $34,000 sold of $125,000 · 34 investors · min. $1,000 · role: Director EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Jonathan is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BL
Pooled Investment Fund · group: Bell

Bell Legacy PP, LLC

Greensboro, NC · Mar 25, 2022 → Dec 14, 2023 · 3 filings
  • Dec 14, 2023 · D · $1 sold of $1 · 3 investors · min. No minimum reported · role: Executive Officer, Promoter (Chairman of Bell Partners Inc., Issuer's Manager) EDGAR ↗
  • Oct 25, 2022 · D · $1 sold of $1 · 6 investors · min. No minimum reported · role: Executive Officer, Promoter (Executive Chairman of Bell Partners Inc., Issuer's Manager) EDGAR ↗
  • Mar 25, 2022 · D · $1 sold of $1 · 22 investors · min. No minimum reported · role: Executive Officer, Promoter (Executive Chairman of Bell Partners Inc., Issuer's Manager) EDGAR ↗

Raised $1 from 22 investors (100% of the $1 target) as of the latest filing. Jonathan is listed as executive officer, promoter on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BV
Pooled Investment Fund · group: Bell

Bell Value-Add Fund VIII Manager, LLC

Greensboro, NC · Aug 7, 2023 → Dec 14, 2023 · 2 filings
  • Dec 14, 2023 · D · $1 sold of $1 · 2 investors · min. No minimum reported · role: Executive Officer, Promoter (Chairman of Bell Partners Inc., Issuer's Manager) EDGAR ↗
  • Aug 7, 2023 · D · $1 sold of $1 · 24 investors · min. No minimum reported · role: Executive Officer, Promoter (Chairman of Bell Partners Inc., Issuer's Manager) EDGAR ↗

Raised $1 from 24 investors (100% of the $1 target) as of the latest filing. Jonathan is listed as executive officer, promoter on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BL
Pooled Investment Fund · group: Bell

Bell Liberty Manager, LLC

Greensboro, NC · Mar 25, 2022 → Dec 14, 2023 · 3 filings
  • Dec 14, 2023 · D · $1 sold of $1 · 3 investors · min. No minimum reported · role: Executive Officer, Promoter (Chairman of Bell Partners Inc., Issuer's Manager) EDGAR ↗
  • Oct 25, 2022 · D · $1 sold of $1 · 6 investors · min. No minimum reported · role: Executive Officer, Promoter (Executive Chairman of Bell Partners Inc., Issuer's Manager) EDGAR ↗
  • Mar 25, 2022 · D · $1 sold of $1 · 22 investors · min. No minimum reported · role: Executive Officer, Promoter (Executive Chairman of Bell Partners Inc., Issuer's Manager) EDGAR ↗

Raised $1 from 22 investors (100% of the $1 target) as of the latest filing. Jonathan is listed as executive officer, promoter on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BF
Pooled Investment Fund · group: Bell

Bell Fund VII Manager, LLC

Greensboro, NC · Jun 12, 2020 → Dec 13, 2023 · 5 filings
  • Dec 13, 2023 · D · $1 sold of $1 · 1 investors · min. No minimum reported · role: Executive Officer, Promoter (Chairman of Bell Partners Inc., Issuer's Manager) EDGAR ↗
  • Oct 25, 2022 · D · $1 sold of $1 · 6 investors · min. No minimum reported · role: Executive Officer, Promoter (Executive Chairman of Bell Partners Inc., Issuer's Manager) EDGAR ↗
  • Apr 5, 2022 · D · $1 sold of $1 · 6 investors · min. No minimum reported · role: Executive Officer, Promoter (Executive Chairman of Bell Partners Inc., Issuer's Manager) EDGAR ↗
  • Mar 11, 2021 · D · $1 sold of $1 · 1 investors · min. No minimum reported · role: Executive Officer, Promoter (Chief Executive Officer and Treasurer of Bell Partners Inc., Issuer's Manager) EDGAR ↗
  • Jun 12, 2020 · D · $1 sold of $1 · 20 investors · min. No minimum reported · role: Executive Officer, Promoter (CEO of Bell Partners Inc., Issuer's Manager) EDGAR ↗

Raised $1 from 20 investors (100% of the $1 target) as of the latest filing. Jonathan is listed as executive officer, promoter on 5 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BC
Pooled Investment Fund · group: Bell

Bell Core Fund I Manager, LLC

Greensboro, NC · Nov 5, 2021 → Dec 13, 2023 · 4 filings
  • Dec 13, 2023 · D · $1 sold of $1 · 3 investors · min. No minimum reported · role: Executive Officer, Promoter (Chairman of Bell Partners Inc., Issuer's Manager) EDGAR ↗
  • Oct 25, 2022 · D · $1 sold of $1 · 6 investors · min. No minimum reported · role: Executive Officer, Promoter (Executive Chairman of Bell Partners Inc., Issuer's Manager) EDGAR ↗
  • Apr 5, 2022 · D · $1 sold of $1 · 2 investors · min. No minimum reported · role: Executive Officer, Promoter (Executive Chairman of Bell Partners Inc., Issuer's Manager) EDGAR ↗
  • Nov 5, 2021 · D · $1 sold of $1 · 22 investors · min. No minimum reported · role: Executive Officer, Promoter (Chief Executive Officer and Treasurer of Bell Partners Inc., Issuer's Manager) EDGAR ↗

Raised $1 from 22 investors (100% of the $1 target) as of the latest filing. Jonathan is listed as executive officer, promoter on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BI
Residential · group: Bell

BCF I HNW Presidio Jones Franklin, LLC

Greensboro, NC · Aug 11, 2023
  • Aug 11, 2023 · D · $13,000,000 sold of $13,000,000 · 14 investors · min. $500,000 · role: Executive Officer, Promoter (Chairman of Bell Partners Inc.) EDGAR ↗

Raised $13M from 14 investors (100% of the $13M target) as of the latest filing. Jonathan is listed as executive officer, promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Residential / 506(b) (4,183 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BV
Residential · group: Bell

Bell Value-Add Fund VIII, L.P.

Greensboro, NC · Dec 1, 2022 → May 10, 2023 · 2 filings
  • May 10, 2023 · D/A · $905,000,000 sold of $1,130,000,000 · 21 investors · min. $10,000,000 · role: Executive Officer, Director, Promoter (Executive Chairman of Bell Partners Inc., Manager of Issuer's General Partner) EDGAR ↗
  • Dec 1, 2022 · D · $190,000,000 sold of $850,000,000 · 7 investors · min. $10,000,000 · role: Executive Officer, Director, Promoter (Executive Chairman of Bell Partners Inc., Manager of Issuer's General Partner) EDGAR ↗

Raised $905M from 21 investors (80% of the $1.13B target) as of the latest filing. Jonathan is listed as executive officer, director, promoter on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Residential / 506(b) (4,183 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BV
Residential · group: Bell

Bell Value-Add HNW Fund VIII, LLC

Greensboro, NC · Nov 15, 2022
  • Nov 15, 2022 · D · $150,000,000 sold of $150,000,000 · 328 investors · min. $200,000 · role: Executive Officer, Promoter (Executive Chairman of Bell Partners Inc.) EDGAR ↗

Raised $150M from 328 investors (100% of the $150M target) as of the latest filing. Jonathan is listed as executive officer, promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Residential / 506(b) (4,183 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BV
Pooled Investment Fund · group: Bell

Bell Value-Add SM Fund VIII, LLC

Greensboro, NC · Sep 23, 2022
  • Sep 23, 2022 · D · $19,125,000 sold of $19,125,000 · 30 investors · min. No minimum reported · role: Executive Officer, Promoter (Executive Chairman of Bell Partners Inc.) EDGAR ↗

Raised $19.1M from 30 investors (100% of the $19.1M target) as of the latest filing. Jonathan is listed as executive officer, promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BC
REITS and Finance · group: Bell

Bell Core REIT I, LLC

Greensboro, NC · Jan 11, 2022
  • Jan 11, 2022 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer, Director EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Jonathan is listed as executive officer, director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BC
Residential · group: Bell

Bell Core Fund I, L.P.

Greensboro, NC · Apr 5, 2021
  • Apr 5, 2021 · D · $180,000,000 sold of $300,000,000 · 5 investors · min. No minimum reported · role: Executive Officer, Director, Promoter (Director and CEO of Bell Partners Inc., Manager of Issuer's General Partner) EDGAR ↗

Raised $180M from 5 investors (60% of the $300M target) as of the latest filing. Jonathan is listed as executive officer, director, promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Residential / 506(b) (4,183 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BM
Pooled Investment Fund · group: Bell

Bell Management Core Fund I, LLC

Greensboro, NC · Mar 22, 2021
  • Mar 22, 2021 · D · $11,075,000 sold of $11,075,000 · 17 investors · min. $25,000 · role: Executive Officer, Promoter (Chief Executive Officer and Treasurer of Bell Partners Inc., Manager of Issuer's Manager) EDGAR ↗

Raised $11.1M from 17 investors (100% of the $11.1M target) as of the latest filing. Jonathan is listed as executive officer, promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BK
Residential · group: Bell

Bell Keystone Florida Three Manager, LLC

Greensboro, NC · Jan 30, 2019 → Mar 11, 2021 · 4 filings
  • Mar 11, 2021 · D · $1 sold of $1 · 3 investors · min. No minimum reported · role: Executive Officer, Promoter (Chief Executive Officer and Treasurer of Bell Partners Inc., Issuer's Manager) EDGAR ↗
  • Mar 13, 2020 · D · $1 sold of $1 · 3 investors · min. No minimum reported · role: Executive Officer, Promoter (CEO of Bell Partners Inc., Issuer's Manager) EDGAR ↗
  • Nov 5, 2019 · D/A · $1 sold of $1 · 15 investors · min. No minimum reported · role: Executive Officer, Promoter (CEO of Bell Partners Inc., Issuer's Manager) EDGAR ↗
  • Jan 30, 2019 · D · $0 sold of Indefinite · 13 investors · min. No minimum reported · role: Executive Officer, Promoter (CEO of Bell Partners Inc., Issuer's Manager) EDGAR ↗

Raised $1 from 15 investors (100% of the $1 target) as of the latest filing. Jonathan is listed as executive officer, promoter on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Residential / 506(b) (4,183 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BF
Residential · group: Bell

Bell Flatirons Manager, LLC

Greensboro, NC · Feb 1, 2019 → Mar 11, 2021 · 4 filings
  • Mar 11, 2021 · D · $1 sold of $1 · 3 investors · min. No minimum reported · role: Executive Officer, Promoter (Chief Executive Officer and Treasurer of Bell Partners Inc., Issuer's Manager) EDGAR ↗
  • Mar 13, 2020 · D · $1 sold of $1 · 3 investors · min. No minimum reported · role: Executive Officer, Promoter (CEO of Bell Partners Inc., Issuer's Manager) EDGAR ↗
  • Nov 5, 2019 · D/A · $1 sold of $1 · 15 investors · min. No minimum reported · role: Executive Officer, Promoter (CEO of Bell Partners Inc., Issuer's Manager) EDGAR ↗
  • Feb 1, 2019 · D · $0 sold of Indefinite · 13 investors · min. No minimum reported · role: Executive Officer, Promoter (CEO of Bell Partners Inc., Issuer's Manager) EDGAR ↗

Raised $1 from 15 investors (100% of the $1 target) as of the latest filing. Jonathan is listed as executive officer, promoter on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Residential / 506(b) (4,183 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BI
Residential · group: Bell

Bell Institutional Fund VII, L.P.

Greensboro, NC · Sep 17, 2019 → Apr 3, 2020 · 3 filings
  • Apr 3, 2020 · D/A · $720,000,000 sold of $810,000,000 · 26 investors · min. $4,000,000 · role: Executive Officer, Director, Promoter (Director and CEO of Bell Partners Inc., Manager of Issuer's General Partner) EDGAR ↗
  • Dec 23, 2019 · D/A · $570,000,000 sold of $810,000,000 · 19 investors · min. $4,000,000 · role: Executive Officer, Director, Promoter (Director and CEO of Bell Partners Inc., Manager of Issuer's General Partner) EDGAR ↗
  • Sep 17, 2019 · D · $405,000,000 sold of $810,000,000 · 13 investors · min. $4,000,000 · role: Executive Officer, Director, Promoter (Director and CEO of Bell Partners Inc., Manager of Issuer's General Partner) EDGAR ↗

Raised $720M from 26 investors (89% of the $810M target) as of the latest filing. Jonathan is listed as executive officer, director, promoter on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Residential / 506(b) (4,183 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BH
Residential · group: Bell

Bell HNW Fund VII, LLC

Greensboro, NC · Sep 25, 2019
  • Sep 25, 2019 · D · $18,150,000 sold of $125,000,000 · 38 investors · min. $200,000 · role: Executive Officer, Promoter (CEO of Bell Partners Inc., Manager of Issuer's Manager) EDGAR ↗

Raised $18.1M from 38 investors (15% of the $125M target) as of the latest filing. Jonathan is listed as executive officer, promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Residential / 506(b) (4,183 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BS
Pooled Investment Fund · group: Bell

Bell Senior Management Fund VII, LLC

Greensboro, NC · Aug 15, 2019
  • Aug 15, 2019 · D · $16,925,000 sold of $16,925,000 · 20 investors · min. $25,000 · role: Executive Officer, Promoter (CEO of Bell Partners Inc., Manager of Issuer's Manager) EDGAR ↗

Raised $16.9M from 20 investors (100% of the $16.9M target) as of the latest filing. Jonathan is listed as executive officer, promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BD
Residential · group: Bell

Bell Diversified Portfolio, LLC

Greensboro, NC · Nov 6, 2018
  • Nov 6, 2018 · D · $188,687,806 sold of $240,360,000 · 175 investors · min. No minimum reported · role: Executive Officer, Promoter (CEO of Bell Partners Inc., Issuer's Manager) EDGAR ↗

Raised $188.7M from 175 investors (79% of the $240.4M target) as of the latest filing. Jonathan is listed as executive officer, promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Residential / 506(b) (4,183 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BI
Residential · group: Bell

Bell Institutional Fund VI, L.P.

Greensboro, NC · Dec 30, 2016 → Jun 30, 2017 · 2 filings
  • Jun 30, 2017 · D/A · $460,000,000 sold of $460,000,000 · 12 investors · min. $7,000,000 · role: Director, Executive Officer, Promoter (Director and CEO of Bell Partners Inc., Manager of Issuer's General Partner) EDGAR ↗
  • Dec 30, 2016 · D · $285,000,000 sold of $465,000,000 · 6 investors · min. $10,000,000 · role: Executive Officer, Promoter, Director (Director and CEO of Bell Partners Inc., Manager of Issuer's General Partner) EDGAR ↗

Raised $460M from 12 investors (100% of the $460M target) as of the latest filing. Jonathan is listed as director, executive officer, promoter on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

BC
Residential · group: Bell

Bell Core Investor, LLC

Greensboro, NC · Dec 13, 2016
  • Dec 13, 2016 · D · $0 sold of $12,500,000 · 0 investors · min. $25,000 · role: Executive Officer, Promoter (CEO of Bell Partners Inc., Issuer's Manager) EDGAR ↗

No sales reported yet as of the latest filing. Jonathan is listed as executive officer, promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Residential / 506(b) (4,183 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

SR
Residential · group: Bell

Steiner Ranch HNW Investor, LLC

Greensboro, NC · Oct 25, 2016
  • Oct 25, 2016 · D · $0 sold of $20,634,500 · 0 investors · min. $100,000 · role: Executive Officer, Promoter (Chief Executive Officer of Bell Partners Inc., Issuer's Manager) EDGAR ↗

No sales reported yet as of the latest filing. Jonathan is listed as executive officer, promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Residential / 506(b) (4,183 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BH
Residential · group: Bell

Bell HNW West Coast Portfolio, LLC

Greensboro, NC · Jul 26, 2016
  • Jul 26, 2016 · D · $0 sold of $33,381,000 · 0 investors · min. $500,000 · role: Executive Officer, Promoter (CEO of Bell Partners Inc., Issuer's Manager) EDGAR ↗

No sales reported yet as of the latest filing. Jonathan is listed as executive officer, promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Residential / 506(b) (4,183 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BS
Residential · group: Bell

Bell Senior Management Fund VI, LLC

Greensboro, NC · Jun 7, 2016
  • Jun 7, 2016 · D · $0 sold of $25,000,000 · 0 investors · min. $25,000 · role: Executive Officer, Promoter (CEO of Bell Partners Inc., Manager of Issuer's Manager) EDGAR ↗

No sales reported yet as of the latest filing. Jonathan is listed as executive officer, promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Residential / 506(b) (4,183 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BH
Residential · group: Bell

Bell HNW Fund VI, LLC

Greensboro, NC · May 27, 2016
  • May 27, 2016 · D · $0 sold of $150,000,000 · 0 investors · min. $175,000 · role: Executive Officer, Promoter (CEO of Bell Partners Inc., Manager of Issuer's Manager) EDGAR ↗

No sales reported yet as of the latest filing. Jonathan is listed as executive officer, promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Residential / 506(b) (4,183 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BI
REITS and Finance · group: Bell

Bell Institutional Subsidiary V, LLC

Greensboro, NC · Jan 7, 2016
  • Jan 7, 2016 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer, Director EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Jonathan is listed as executive officer, director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BH
Residential · group: Bell

Bell HNW 2015 Riverside, LLC

Greensboro, NC · Dec 30, 2015
  • Dec 30, 2015 · D · $14,427,256 sold of $14,427,256 · 42 investors · min. $250,000 · role: Executive Officer, Promoter (President of Bell Partners Inc., Issuer's Manager) EDGAR ↗

Raised $14.4M from 42 investors (100% of the $14.4M target) as of the latest filing. Jonathan is listed as executive officer, promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Residential / 506(b) (4,183 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BS
Residential · group: Bell

Bell Senior Management Fund V, LLC

Greensboro, NC · May 24, 2013 → Jul 2, 2015 · 2 filings
  • Jul 2, 2015 · D · $4,700,000 sold of $23,000,000 · 10 investors · min. $25,000 · role: Executive Officer, Promoter (President of Bell Partners Inc., Manager of Issuer's Manager) EDGAR ↗
  • May 24, 2013 · D · $0 sold of $10,000,000 · 0 investors · min. $150,000 · role: Executive Officer, Promoter (President of Bell Partners Inc., Manager of Issuer's Manager) EDGAR ↗

Raised $4.7M from 10 investors (20% of the $23M target) as of the latest filing. Jonathan is listed as executive officer, promoter on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Residential / 506(b) (4,183 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BH
Residential · group: Bell

Bell HNW Fund V, LLC

Greensboro, NC · May 23, 2013 → Jul 2, 2015 · 2 filings
  • Jul 2, 2015 · D · $18,300,000 sold of $23,000,000 · 105 investors · min. $25,000 · role: Executive Officer, Promoter (President of Bell Partners Inc., Manager of Issuer's Manager) EDGAR ↗
  • May 23, 2013 · D · $0 sold of $150,000,000 · 0 investors · min. $150,000 · role: Executive Officer, Promoter (President of Bell Partners Inc., Manager of Issuer's Manager) EDGAR ↗

Raised $18.3M from 105 investors (80% of the $23M target) as of the latest filing. Jonathan is listed as executive officer, promoter on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Residential / 506(b) (4,183 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BH
Residential · group: Bell

Bell HNW Horizons, LLC

Greensboro, NC · Apr 20, 2015
  • Apr 20, 2015 · D · $27,300,000 sold of $27,300,000 · 54 investors · min. $400,000 · role: Executive Officer, Promoter (President of Bell Partners Inc., Issuer's Manager) EDGAR ↗

Raised $27.3M from 54 investors (100% of the $27.3M target) as of the latest filing. Jonathan is listed as executive officer, promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Residential / 506(b) (4,183 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

FA
Residential · group: Bell

Forest at Asheville Properties, LLC

Greensboro, NC · Dec 30, 2014
  • Dec 30, 2014 · D · $26,759,937 sold of $26,759,937 · 53 investors · min. $350,000 · role: Executive Officer, Promoter (President of Bell Partners Inc., Issuer's Manager) EDGAR ↗

Raised $26.8M from 53 investors (100% of the $26.8M target) as of the latest filing. Jonathan is listed as executive officer, promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Residential / 506(b) (4,183 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

CA
Residential · group: Bell

Cameron at The Summit Properties, LLC

Greensboro, NC · Feb 5, 2014
  • Feb 5, 2014 · D · $27,910,000 sold of $27,910,000 · 40 investors · min. No minimum reported · role: Executive Officer, Promoter (President of Bell Partners Inc., Issuer's Administrative Member) EDGAR ↗

Raised $27.9M from 40 investors (100% of the $27.9M target) as of the latest filing. Jonathan is listed as executive officer, promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Residential / 506(b) (4,183 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

PS
Residential · group: Bell

Portfolio SC, LLC

Greensboro, NC · Jan 7, 2013
  • Jan 7, 2013 · D · $13,949,502 sold of $13,949,502 · 45 investors · min. $225,000 · role: Promoter (President of Bell Partners Inc., Issuer's Administrative Member) EDGAR ↗

Raised $13.9M from 45 investors (100% of the $13.9M target) as of the latest filing. Jonathan is listed as promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

BF
Commercial · group: Bell

Bell Fund IV, LLC

Greensboro, NC · Mar 24, 2011
  • Mar 24, 2011 · D · $0 sold of $150,000,000 · 0 investors · min. No minimum reported · role: Promoter (President of Bell Partners Inc., Manager of Issuer's Manager) EDGAR ↗

No sales reported yet as of the latest filing. Jonathan is listed as promoter.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

Other pages with the same name (5)

Separate person records under the same name, not combined with this page. Each line says whether it shares an issuer with this record.

  • Jonathan Bell — Luxembourg (as filed: N4), 9 issuers, Oct 28, 2015 → Sep 4, 2020 · no shared issuer
  • Jonathan Neva Bell — United Kingdom (as filed: X0), 3 issuers, Oct 11, 2016 → Apr 9, 2026 · no shared issuer
  • Jonathan Bell — OH, 2 issuers, Sep 25, 2013 → Apr 4, 2025 · no shared issuer
  • Jonathan Bell — CA, 1 issuer, May 21, 2009 → Sep 10, 2013 · no shared issuer
  • Jonathan Bell — MD, 1 issuer, Oct 15, 2020 → Oct 20, 2020 · no shared issuer

People around Jonathan 31

Officers, directors, promoters and management entities named on the same filings, as of Oct 23, 2026, 5:45 PM ET.

BP
Management entity

Bell Partners Inc.

Promoter, Director · 63 shared filings (36 issuers)

Bell Partners Inc. is on 36 issuers in total — a repeat sponsor. Their page lists every one.

BF
Management entity

Bell Fund VII Manager, LLC

Promoter, Director · 5 shared filings (3 issuers)

Listed on the same filings as Jonathan Bell. Their page shows their other deals.

BF
Management entity

Bell Fund V Manager

Promoter · 4 shared filings (2 issuers)

Listed on the same filings as Jonathan Bell. Their page shows their other deals.

BF
Management entity

Bell Fund VI Manager, LLC

Promoter, Director · 4 shared filings (3 issuers)

Listed on the same filings as Jonathan Bell. Their page shows their other deals.

BC
Management entity

Bell Core Fund I Manager, LLC

Promoter, Director · 3 shared filings (3 issuers)

Listed on the same filings as Jonathan Bell. Their page shows their other deals.

BF
Management entity

Bell Fund IV Manager

Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Jonathan Bell. Their page shows their other deals.

LD
No photo found yet (own website and image search run after this page is viewed)
Person

Lili Dunn

Executive Officer, Director, Promoter · 106 shared filings (65 issuers)

Lili Dunn is on 65 issuers in total — a repeat sponsor. Their page lists every one.

JT
No photo found yet (own website and image search run after this page is viewed)
Person

John E. Tomlinson

Promoter, Executive Officer, Director · 90 shared filings (50 issuers)

John E. Tomlinson is on 50 issuers in total — a repeat sponsor. Their page lists every one.

JC
No photo found yet (own website and image search run after this page is viewed)
Person

Joseph Cannon

Executive Officer, Director, Promoter · 51 shared filings (35 issuers)

Joseph Cannon is on 35 issuers in total — a repeat sponsor. Their page lists every one.

NB
No photo found yet (own website and image search run after this page is viewed)
Person

Nickolay Bochilo

Executive Officer, Director, Promoter · 41 shared filings (34 issuers)

Nickolay Bochilo is on 34 issuers in total — a repeat sponsor. Their page lists every one.

SB
No photo found yet (own website and image search run after this page is viewed)
Person

Steven D. Bell

Promoter, Executive Officer, Director · 40 shared filings (28 issuers) · also on 1 other issuer

Steven D. Bell is on 29 issuers in total — a repeat sponsor. Their page lists every one.

CC
No photo found yet (own website and image search run after this page is viewed)
Person

Cynthia M. Clare

Executive Officer, Promoter · 39 shared filings (19 issuers)

Cynthia M. Clare is on 19 issuers in total — a repeat sponsor. Their page lists every one.

DB
No photo found yet (own website and image search run after this page is viewed)
Person

Durant Bell

Director, Executive Officer · 27 shared filings (15 issuers)

Durant Bell is on 15 issuers in total — a repeat sponsor. Their page lists every one.

SY
No photo found yet (own website and image search run after this page is viewed)
Person

Sarah Young

Executive Officer, Director, Promoter · 16 shared filings (15 issuers)

Sarah Young is on 15 issuers in total — a repeat sponsor. Their page lists every one.

EB
No photo found yet (own website and image search run after this page is viewed)
Person

E. Durant Bell

Executive Officer, Promoter · 15 shared filings (9 issuers)

E. Durant Bell is on 9 issuers in total — a repeat sponsor. Their page lists every one.

GC
No photo found yet (own website and image search run after this page is viewed)
Person

Gwyneth Cote

Executive Officer, Promoter · 12 shared filings (11 issuers)

Gwyneth Cote is on 11 issuers in total — a repeat sponsor. Their page lists every one.

EB
No photo found yet (own website and image search run after this page is viewed)
Person

Evan Durant Bell

Director, Promoter, Executive Officer · 12 shared filings (6 issuers)

Evan Durant Bell is on 6 issuers in total — a repeat sponsor. Their page lists every one.

RV
No photo found yet (own website and image search run after this page is viewed)
Person

Richard Varkey

Director · 8 shared filings (3 issuers) · also on 1 other issuer

Listed on the same filings as Jonathan Bell. Their page shows their other deals.

EP
No photo found yet (own website and image search run after this page is viewed)
Person

Eric Plesman

Director · 7 shared filings (3 issuers)

Listed on the same filings as Jonathan Bell. Their page shows their other deals.

CC
No photo found yet (own website and image search run after this page is viewed)
Person

Cindy Clare

Executive Officer, Promoter · 6 shared filings (4 issuers)

Listed on the same filings as Jonathan Bell. Their page shows their other deals.

RS
No photo found yet (own website and image search run after this page is viewed)
Person

Robert Slater

Promoter, Executive Officer · 4 shared filings (4 issuers)

Listed on the same filings as Jonathan Bell. Their page shows their other deals.

DH
No photo found yet (own website and image search run after this page is viewed)
Person

Diane Huffman

Executive Officer · 3 shared filings (1 issuer)

Listed on the same filings as Jonathan Bell. Their page shows their other deals.

BW
No photo found yet (own website and image search run after this page is viewed)
Person

Brian Whibbs

Director · 2 shared filings (1 issuer)

Listed on the same filings as Jonathan Bell. Their page shows their other deals.

PB
No photo found yet (own website and image search run after this page is viewed)
Person

Partners Inc. Bell

Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Jonathan Bell. Their page shows their other deals.

LL
No photo found yet (own website and image search run after this page is viewed)
Person

Lynton Lewis

Director · 1 shared filing (1 issuer)

Listed on the same filings as Jonathan Bell. Their page shows their other deals.

The team behind the deals

B
Sponsor group

Bell

65 issuers · 106 filings · $3.89B reported sold · 2011–2026

One team, 65 deal companies. Jonathan Bell is listed on 65 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Jonathan Bell.

Same business address

9 other issuers file from the same address

A shared address can mean the same team, a shared office building or a registered agent. It is a lead, not a conclusion.

Registrations and other filings

Adviser registration (Form ADV)

A person is never an adviser firm. 36 of the 65 issuers this person is listed on match a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): Bell Partners Growth & Income Manager, LLC, Bell Partners Growth & Income Fund, L.P., Bell Partners Growth & Income HNW Fund, LLC, Bell Partners Growth & Income SM Fund, LLC, Bell Olmsted Park Senior Management, LLC, Bell Olmsted Park HNW, LLC, Bell Legacy PP, LLC, Bell Liberty Manager, LLC, Bell Value-Add Fund VIII Manager, LLC, Bell Fund VII Manager, LLC, Bell Core Fund I Manager, LLC, BCF I HNW Presidio Jones Franklin, LLC, Bell Value-Add Fund VIII, L.P., Bell Value-Add HNW Fund VIII, LLC, Bell Value-Add SM Fund VIII, LLC, Bell Core Fund I, L.P., Bell Management Core Fund I, LLC, Bell Flatirons Manager, LLC, Bell Keystone Florida Three Manager, LLC, Bell Institutional Fund VII, L.P., Bell HNW Fund VII, LLC, Bell Senior Management Fund VII, LLC, Bell Diversified Portfolio, LLC, Bell Institutional Fund VI, L.P., Bell Core Investor, LLC, Steiner Ranch HNW Investor, LLC, Bell HNW West Coast Portfolio, LLC, Bell Senior Management Fund VI, LLC, Bell HNW Fund VI, LLC, Bell HNW 2015 Riverside, LLC, Bell Senior Management Fund V, LLC, Bell HNW Fund V, LLC, Bell HNW Horizons, LLC, Forest at Asheville Properties, LLC, Cameron at The Summit Properties, LLC, Bell Fund IV, LLC.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Property records none — individuals are not matched

Property records are matched to companies only, never to individuals, so none are matched to Jonathan Bell by design. Searched property records in Hillsborough County FL (Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026 + FL DOR 2026 ownership roll), Miami-Dade County FL (FL DOR 2026 ownership roll), Harris County TX (HCAD 2026 ownership roll), Dallas County TX (DCAD 2026 ownership roll), New York City ACRIS documents and PLUTO ownership rows already retrieved for other issuers, Cook County IL sale and ownership rows already retrieved for other issuers (814,874 records as of Oct 23, 2026, 8:59 PM ET) for the 65 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Jonathan Bell is listed on: none on file. No website or social profile named in Bell Partners Growth & Income Fund, L.P.'s SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #45,495 of 374,652 in line (1,357 issuers searched so far). One-tap searches: Look further ↓

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (Greensboro, NC). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Social and web

LinkedIn people search ↗Instagram ↗X (Twitter) ↗Facebook ↗YouTube ↗Google ↗Google Images ↗Google News ↗Meta Ad Library ↗

Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗North Carolina eCourts portal ↗

Securities regulators

SEC EDGAR full-text search ↗SEC action look-up ↗FINRA BrokerCheck ↗SEC IAPD adviser search ↗

Business registries

North Carolina Secretary of State business search ↗OpenCorporates ↗

Change history

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