GOLDEN BELL PARTNERS, LLC

other names
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Adviser Profile
As of Date 04/22/2024
Adviser Type - Large advisory firm
Number of Employees 1
of those in investment advisory functions 1
Registration SEC, Approved, 4/4/2016
Other registrations (1)
AUM* 1,019,680,656 -9.22%
of that, discretionary 1,019,680,656 -9.22%
Private Fund GAV* 1,019,680,656 -3.45%
Avg Account Size 169,946,776 -9.22%
SMA’s No
Private Funds 6
Contact Info 650 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
1B 963M 802M 642M 481M 321M 160M
2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count6 GAV$1,019,680,656

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Brochure Summary

Overview

Advisory Services 4. A. Advisory Firm Description Golden Bell commenced operations in May of 2014. Golden Bell is a limited liability company formed under the laws of North Carolina. Edward P. Hutchinson is the principal owner of Golden Bell and its primary place of business is in Charlottesville, Virginia. 4. B. Types of Advisory Services Golden Bell provides investment advisory services on a discretionary basis to six private pooled investment vehicles (each a “Private Fund” or “Client”, and collectively, “Private Funds” or “Clients”). Golden Bell currently does not provide advice to any clients other than the Private Funds. Golden Bell primarily limits its advice to private equity investments through other private funds or through direct investment in a company. Golden Bell does not provide advice related to real estate investments. 4. C. Client Investment Objectives/Restrictions Investments in the Private Funds are managed in accordance with each Private Fund’s specific investment objective,
strategies and restrictions and are not tailored to the individualized needs of any particular investor in the Private Funds (each, an “Investor”). Investors may not impose restrictions on investments, and therefore, should consider whether an investment in a Private Fund managed by Golden Bell meets their investment objectives and risk tolerance prior to investing. Information about the Private Funds can be found in the offering documents. These will be made available to qualified current and prospective Investors only through Golden Bell or another authorized party. 4. D. Wrap-Fee Programs Golden Bell does not participate in, nor is it a sponsor of, any wrap fee programs. 4. E. Assets Under Management as of 12/31/2023: As of December 31, 2023, Golden Bell managed $1,019,680,656 in client assets on a discretionary basis. This amount was calculated consistent with the method used to calculate regulatory assets under management. Golden Bell does not manage any client assets on a non- discretionary basis.