PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 3:52 AM ET

Sponsor Check › Person

JC

Joseph Cannon

Named as an officer, director or promoter on SEC Form D filings · NC · Jan 17, 2017 → Jan 15, 2026

35deals (issuers)
$2.16Breported sold
3,594investors
51Form D filings
2017–2026years on file

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 12:10 AM ET · SEC enforcement last checked: not yet

The short version

Joseph Cannon is listed as an executive officer, director, and promoter on 51 SEC Form D filings by 35 issuers between Jan 2017 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 Core Fund I, L.P. (Greensboro, NC — residential — 2021; $180M reported sold to 5 investors), Bell Olmsted Park HNW, LLC (Greensboro, NC — residential — 2023; $39.2M reported sold to 85 investors), Bell Partners Growth & Income HNW Fund, LLC (Greensboro, NC — residential — 2026; $16.9M reported sold to 47 investors) and 30 more (all listed below).

What this means That is a lot of deals — 35 separate companies raised money with this person listed as executive officer, director, and promoter, over about 9 years. Across those companies the filings report $2.16B sold in total.

Listed alongside Jonathan Bell (51 shared filings), Lili Dunn (51 shared filings), Nickolay Bochilo (41 shared filings), John E. Tomlinson (35 shared filings), Durant Bell (26 shared filings) and 18 others.

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

All 35 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), state securities regulators (AZ, CA, DE, TX, WA) — 3 bankruptcy cases matching the name listed in Key records below. Not yet searched: SEC enforcement releases.

What this means 3 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.

What the community is saying

Nothing found on Reddit, BiggerPockets or community forums for high-net-worth investors (searched Oct 24, 2026) — search queued; this line updates when it has run.

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

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30) — federal district + bankruptcy courts; live RECAP re-check pending. State courts: not yet searched. PACER: not searched. · Last checked Oct 24, 2026, 12:10 AM ET.

State courts: not yet searched. 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

Not yet searched

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. — not yet searched.

State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states: not yet searched.

No SEC search has run yet for this person.

3. Bankruptcies

3 cases: 3 closed (disposition not in docket feed)

Joseph Lewis Cannon, Jr. and Amanda Deannette Cannon closed
United States Bankruptcy Court, W.D. North Carolina · No. 12-40772 · Filed Dec 19, 2012 · Closed Oct 20, 2014
Role of Joseph Lewis Cannon, Jr.: Debtor · Outcome: Case closed 2014-10-20 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
person name, court state
Joseph Harry Cannon, III closed
United States Bankruptcy Court, E.D. North Carolina · No. 12-06273 · Filed Aug 31, 2012 · Closed Mar 27, 2014
Role of Joseph Harry Cannon, III: Debtor · Outcome: Case closed 2014-03-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
person name, court state
Joseph Harry Cannon and Patricia Broughton Cannon closed
United States Bankruptcy Court, E.D. North Carolina · No. 98-04612 · Filed Aug 5, 1998 · Closed Dec 13, 1998
Role of Joseph Harry Cannon: Debtor · Outcome: Case closed 1998-12-13 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
person name, court state
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 12:10 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 yet searched. 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

Not made for individual people — comparisons cover issuers and sponsor groups

5. Money to insiders

29 of 35 offerings report sales commissions totalling $2,406,250; 0 report finder's fees; 5 report proceeds to related persons totalling $205,010,767. (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 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 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 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 ↗
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 ↗
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 ↗
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 ↗
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 35

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

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 (Chief Investment Management Officer of Bell Partners Inc.) EDGAR ↗

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

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.

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: Executive Officer, Director EDGAR ↗

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

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.

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: Executive Officer, Promoter (Executive Vice President 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: Executive Officer, Promoter (Executive Vice President 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. Joseph is listed as executive officer, promoter on 2 filings for this deal.

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.

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 (Chief Investment Management Officer of Bell Partners Inc.) EDGAR ↗

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

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.

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: Executive Officer, Director EDGAR ↗

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

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.

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: Executive Officer, Director EDGAR ↗

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

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.

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: Executive Officer, Director EDGAR ↗

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

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.

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: Executive Officer, Director EDGAR ↗

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

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.

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: Executive Officer, Director EDGAR ↗

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

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.

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: Executive Officer, Director EDGAR ↗

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

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.

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: Executive Officer, Director EDGAR ↗

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

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.

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: Executive Officer, Director EDGAR ↗

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

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.

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: Executive Officer, Director EDGAR ↗

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

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.

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: Executive Officer, Director EDGAR ↗

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

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.

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 (Chief Investment Management Officer of Bell Partners, Inc.) EDGAR ↗

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

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.

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: Executive Officer EDGAR ↗

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

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.

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: Executive Officer EDGAR ↗

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

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.

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: Executive Officer EDGAR ↗

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

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.

Residential · group: Bell

Bell Olmsted Park Senior Management, LLC

Greensboro, NC · Dec 15, 2023
  • Dec 15, 2023 · D/A · $5,075,000 sold of $5,075,000 · 7 investors · min. $50,000 · role: Executive Officer, Promoter (Executive Vice President 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. Joseph is listed as executive officer, promoter.

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.

Residential · group: Bell

Bell Olmsted Park HNW, LLC

Greensboro, NC · Dec 15, 2023
  • Dec 15, 2023 · D/A · $39,175,000 sold of $39,175,000 · 85 investors · min. $100,000 · role: Executive Officer, Promoter (Executive Vice President 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. Joseph is listed as executive officer, promoter.

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.

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: Executive Officer EDGAR ↗
  • Dec 21, 2022 · 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. Joseph is listed as executive officer on 2 filings for this deal.

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.

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: Executive Officer EDGAR ↗
  • Jan 5, 2022 · 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. Joseph is listed as executive officer on 2 filings for this deal.

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.

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: Executive Officer EDGAR ↗
  • Jan 23, 2020 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer (Vice President of Issuer) EDGAR ↗

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

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.

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: Executive Officer EDGAR ↗
  • Jan 17, 2017 · 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. Joseph is listed as executive officer on 2 filings for this deal.

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.

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: Executive Officer EDGAR ↗
  • Jan 26, 2021 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer (Vice President of Issuer) EDGAR ↗

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

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.

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: Executive Officer EDGAR ↗
  • Dec 21, 2022 · 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. Joseph is listed as executive officer on 2 filings for this deal.

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.

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: Executive Officer EDGAR ↗
  • Jan 5, 2022 · 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. Joseph is listed as executive officer on 2 filings for this deal.

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.

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: Executive Officer EDGAR ↗
  • Dec 21, 2022 · 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. Joseph is listed as executive officer on 2 filings for this deal.

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.

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. Joseph is listed as executive officer on 3 filings for this deal.

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.

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: Executive Officer EDGAR ↗
  • Jan 11, 2022 · 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. Joseph is listed as executive officer on 2 filings for this deal.

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.

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: Executive Officer EDGAR ↗
  • Dec 14, 2023 · D/A · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer EDGAR ↗
  • Jan 11, 2022 · 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. Joseph is listed as executive officer on 3 filings for this deal.

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.

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: Executive Officer EDGAR ↗
  • Jan 10, 2023 · D · $34,000 sold of $125,000 · 34 investors · min. $1,000 · role: Executive Officer EDGAR ↗

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

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.

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, Promoter (Executive Vice President 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, Promoter (Executive Vice President 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. Joseph is listed as executive officer, promoter on 2 filings for this deal.

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.

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 EDGAR ↗

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

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.

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, Promoter (Executive Vice President of Bell Partners Inc., Manager of the Issuer's General Partner) EDGAR ↗

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

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.

People around Joseph 23

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

Management entity

Bell Partners Inc.

Director, Promoter · 10 shared filings (8 issuers) · also on 28 other issuers

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

Management entity

Bell Value-Add Fund VIII Manager, LLC

Director, Promoter · 2 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as Joseph Cannon. Their page shows their other deals.

Management entity

Bell Core Fund I Manager, LLC

Director, Promoter · 1 shared filing (1 issuer) · also on 2 other issuers

Listed on the same filings as Joseph Cannon. Their page shows their other deals.

Person

Lili Dunn

Executive Officer, Director, Promoter · 51 shared filings (35 issuers) · also on 30 other issuers

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

Person

Jonathan Bell

Director, Executive Officer, Promoter · 51 shared filings (35 issuers) · also on 30 other issuers

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

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.

Person

John E. Tomlinson

Executive Officer, Director, Promoter · 35 shared filings (20 issuers) · also on 30 other issuers

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

Person

Durant Bell

Executive Officer, Director · 26 shared filings (14 issuers) · also on 1 other issuer

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

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.

Person

Richard Varkey

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

Listed on the same filings as Joseph Cannon. Their page shows their other deals.

Person

Evan Durant Bell

Director, Executive Officer, Promoter · 7 shared filings (4 issuers) · also on 2 other issuers

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

Person

Eric Plesman

Director · 7 shared filings (3 issuers)

Listed on the same filings as Joseph Cannon. Their page shows their other deals.

Person

Cindy Clare

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

Listed on the same filings as Joseph Cannon. Their page shows their other deals.

Person

Cynthia M. Clare

Executive Officer, Promoter · 4 shared filings (4 issuers) · also on 15 other issuers

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

Person

Diane Huffman

Executive Officer · 3 shared filings (1 issuer)

Listed on the same filings as Joseph Cannon. Their page shows their other deals.

Person

Steven D. Bell

Director, Executive Officer, Promoter · 2 shared filings (2 issuers) · also on 27 other issuers

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

Person

E. Durant Bell

Executive Officer, Promoter · 2 shared filings (2 issuers) · also on 7 other issuers

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

Person

Brian Whibbs

Director · 2 shared filings (1 issuer)

Listed on the same filings as Joseph Cannon. Their page shows their other deals.

Person

Lynton Lewis

Director · 1 shared filing (1 issuer)

Listed on the same filings as Joseph Cannon. Their page shows their other deals.

The team behind the deals

Sponsor group

Bell

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

One team, 65 deal companies. Joseph Cannon is listed on 35 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 Joseph Cannon.

Same business address

39 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)

Not yet searched. Sources to be searched: SEC Investment Adviser Information Reports — Form ADV data for SEC-registered advisers and exempt reporting advisers (file dated 2026-10-02); SEC Investment Adviser Public Disclosure (IAPD) firm search — registered and exempt reporting advisers · Search queued. Results are added automatically; check back later.

Other offering types (Regulation A and Regulation Crowdfunding)

None found in sources searched.

Sources 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 · Last checked Oct 23, 2026, 8:41 PM ET.

Look further

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