Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM
Total Accounts
10Y AUM Change
Private Funds
Private funds reported by Bell Partners
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees
Clients per Employee
10Y Employee Change
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
Ownership
Reported direct and indirect ownership ranges
Each range applies to a separate reported relationship and should not be added together.
Reported ownership ranges
Highlighted bands show the percentage range reported in Form ADV.
0%25%50%75%100%
BELL APARTMENT, LLCDirect owner · Schedule AInterest in BELL PARTNERS
75%+
BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIPIndirect owner · Schedule BInterest in BELL APARTMENT, LLC
75%+
SLC ASSET MANAGEMENT (US HOLDINGS) LLCIndirect owner · Schedule BInterest in SUN LIFE INVESTMENT MANAGEMENT U.S., LLC
75%+
SLC ASSET MANAGEMENT LLCIndirect owner · Schedule BInterest in SLC ASSET MANAGEMENT (US HOLDINGS) LLC
75%+
SLC AM CORP LLCIndirect owner · Schedule BInterest in SLC ASSET MANAGEMENT LLC
75%+
SUN LIFE ASSURANCE COMPANY OF CANADA-US OPERATIONS HOLDINGS, INC.Indirect owner · Schedule BInterest in SLC AM CORP LLC
75%+
SUN LIFE 2007-1 FINANCING CORP.Indirect owner · Schedule BInterest in SUN LIFE ASSURANCE COMPANY OF CANADA-US OPERATIONS HOLDINGS, INC.
75%+
SUN LIFE GLOBAL INVESTMENTS INC.Indirect owner · Schedule BInterest in SUN LIFE 2007-1 FINANCING CORP.
75%+
SUN LIFE FINANCIAL INC.Indirect owner · Schedule BInterest in SUN LIFE GLOBAL INVESTMENTS INC.
75%+
SL INVESTMENT US-RE HOLDINGS 2009-1, LLCIndirect owner · Schedule BInterest in BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP
50% to < 75%
SUN LIFE INVESTMENT MANAGEMENT U.S., LLCIndirect owner · Schedule BInterest in SL INVESTMENT US-RE HOLDINGS 2009-1, LLC
50% to < 75%
Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Bell Partners.
Reported ownership and control details
Form ADV · Filing date 2026-07-31 · Schedules A and B
| # | Owner / person & role | Interest in entity | Reported interest | Control person | Title / status acquired | Source |
|---|---|---|---|---|---|---|
| 1 | BELL APARTMENT, LLCSOLE MEMBERDomestic entity | BELL PARTNERS | 75% or moreCode E | Yes | SOLE MEMBER07/2026 | Schedule APDF page 157 |
| 2 | LILI FRIEDMAN DUNNDIRECTOR, CHIEF EXECUTIVE OFFICER & PRESIDENTIndividual | BELL PARTNERS | Less than 5%Code NA | Yes | DIRECTOR, CHIEF EXECUTIVE OFFICER & PRESIDENT09/2023 | Schedule APDF page 157 |
| 3 | JEFFREY MARC LENSERCHIEF COMPLIANCE OFFICER, SENIOR VICE PRESIDENT, GENERAL COUNSELIndividual | BELL PARTNERS | Less than 5%Code NA | Yes | CHIEF COMPLIANCE OFFICER, SENIOR VICE PRESIDENT, GENERAL COUNSEL09/2023 | Schedule APDF page 157 |
| 4 | CYNTHIA MILLER CLARECHIEF OPERATING OFFICERIndividual | BELL PARTNERS | Less than 5%Code NA | Yes | CHIEF OPERATING OFFICER09/2023 | Schedule APDF page 157 |
| 5 | NICKOLAY NICKOLAEVICH BOCHILOCHIEF INVESTMENT OFFICERIndividual | BELL PARTNERS | Less than 5%Code NA | Yes | CHIEF INVESTMENT OFFICER01/2024 | Schedule APDF page 157 |
| 6 | JOSEPH FRANCIS CANNONCHIEF INVESTMENT MANAGEMENT OFFICERIndividual | BELL PARTNERS | Less than 5%Code NA | Yes | CHIEF INVESTMENT MANAGEMENT OFFICER01/2024 | Schedule APDF page 157 |
| 7 | KATHRYN MOSSER BYFORDCHIEF ADMINSTRATIVE OFFICERIndividual | BELL PARTNERS | Less than 5%Code NA | Yes | CHIEF ADMINSTRATIVE OFFICER07/2024 | Schedule APDF page 157 |
| 8 | SARAH CUFF YOUNGCHIEF FINANCIAL OFFICERIndividual | BELL PARTNERS | Less than 5%Code NA | Yes | CHIEF FINANCIAL OFFICER08/2025 | Schedule APDF page 157 |
| 9 | AMY GUNTHER PRICEDIRECTORIndividual | BELL PARTNERS | Less than 5%Code NA | Yes | DIRECTOR07/2026 | Schedule APDF page 157 |
| 10 | KARAMJIT SINGH KALSIDIRECTORIndividual | BELL PARTNERS | Less than 5%Code NA | Yes | DIRECTOR07/2026 | Schedule APDF page 157 |
| 11 | BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIPSOLE MEMBERDomestic entity | BELL APARTMENT, LLC | 75% or moreCode E | Yes | SOLE MEMBER07/2026 | Schedule BPDF page 157 |
| 12 | BENTALLGREENOAK (U.S.) GP LLCGENERAL PARTNERDomestic entity | BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP | Percentage not specifiedCode F | Yes | GENERAL PARTNER08/2006 | Schedule BPDF page 157 |
| 13 | SL INVESTMENT US-RE HOLDINGS 2009-1, LLCLIMITED PARTNERDomestic entity | BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP | 50% to less than 75%Code D | Yes | LIMITED PARTNER03/2021 | Schedule BPDF page 157 |
| 14 | SUN LIFE INVESTMENT MANAGEMENT U.S., LLCOWNERDomestic entity | SL INVESTMENT US-RE HOLDINGS 2009-1, LLC | 50% to less than 75%Code D | Yes | OWNER07/2019 | Schedule BPDF page 157 |
| 15 | SLC ASSET MANAGEMENT (US HOLDINGS) LLCOWNERDomestic entity | SUN LIFE INVESTMENT MANAGEMENT U.S., LLC | 75% or moreCode E | Yes | OWNER03/2026 | Schedule BPDF page 158 |
| 16 | SLC ASSET MANAGEMENT LLCSOLE SHAREHOLDERDomestic entity | SLC ASSET MANAGEMENT (US HOLDINGS) LLC | 75% or moreCode E | Yes | SOLE SHAREHOLDER06/2025 | Schedule BPDF page 158 |
| 17 | SLC AM CORP LLCOWNERDomestic entity | SLC ASSET MANAGEMENT LLC | 75% or moreCode E | Yes | OWNER05/2026 | Schedule BPDF page 158 |
| 18 | SUN LIFE ASSURANCE COMPANY OF CANADA-US OPERATIONS HOLDINGS, INC.SOLE SHAREHOLDERDomestic entity | SLC AM CORP LLC | 75% or moreCode E | Yes | SOLE SHAREHOLDER05/2026 | Schedule BPDF page 158 |
| 19 | SUN LIFE 2007-1 FINANCING CORP.SOLE SHAREHOLDERForeign entity | SUN LIFE ASSURANCE COMPANY OF CANADA-US OPERATIONS HOLDINGS, INC. | 75% or moreCode E | Yes | SOLE SHAREHOLDER11/2016 | Schedule BPDF page 158 |
| 20 | SUN LIFE GLOBAL INVESTMENTS INC.SOLE SHAREHOLDERForeign entity | SUN LIFE 2007-1 FINANCING CORP. | 75% or moreCode E | Yes | SOLE SHAREHOLDER09/2015 | Schedule BPDF page 158 |
| 21 | SUN LIFE FINANCIAL INC.SOLE SHAREHOLDERForeign entity | SUN LIFE GLOBAL INVESTMENTS INC. | 75% or moreCode E | Yes | SOLE SHAREHOLDER09/2015 | Schedule BPDF page 158 |
Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.
Compliance & Disclosures
Filing dated 7/31/2026 4:55:20 PM
Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.
RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No
In the past ten years, have you or any advisory affiliate:
- A1Been convicted of or pleaded guilty or no contest to a felony?No
- A2Been charged with a felony?No
BMisdemeanors2 No
In the past ten years, have you or any advisory affiliate:
- B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
- B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No
Has the SEC or CFTC ever:
- C1Found you or an advisory affiliate made a false statement or omission?No
- C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
- C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
- C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No
Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:
- D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
- D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
- D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
- D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No
Has a self-regulatory organization or commodities exchange ever:
- E1Found you or an advisory affiliate made a false statement or omission?No
- E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
- E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
- FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
- GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No
(1) Court actions
Has a domestic or foreign court:
- H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
- H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
- H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No
(2) Pending civil proceedings
- H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.