GOLDEN BELL PARTNERS, LLC
Adviser information for GOLDEN BELL PARTNERS, LLC last updated from Form ADV on January 31st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | North Carolina, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 6 | $993.2M |
| Non-Discretionary | 0 | $0 |
| Total | 6 | $993.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 6 | $993.2M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMFixed feesPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-107606 |
|---|---|
| SEC ERA File Number | 801-107606 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 172580 |
| Legal Entity Identifier | None |
Principal Office
26 OLD FARM ROADCHARLOTTESVILLE
VA
United States
Monday - Friday, 9:00 A.M. - 5:00 P.M.
Tel: 650-796-8659, Fax: None
Websites
Chief Compliance Officer
EDWARD P. HUTCHINSON
CHIEF EXECUTIVE OFFICER
26 OLD FARM ROAD
CHARLOTTESVILLE
VA
United States
Tel:
650-796-8659
E**********@*********************M
(Full email address available in API data)
Industry Affiliates
| GBPH21 GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| GOLDEN BELL PARTNERS GP I, LLC | Sponsor, GP, manager of pooled investment vehicles |
| GOLDEN BELL PARTNERS GP II, LLC | Sponsor, GP, manager of pooled investment vehicles |
| GOLDEN BELL PARTNERS GP III, LLC | Sponsor, GP, manager of pooled investment vehicles |
| GOLDEN BELL PARTNERS GP IV, LLC | Sponsor, GP, manager of pooled investment vehicles |
| GOLDEN BELL PARTNERS GP V, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| GBPH21, LP | Private Equity Fund | $24.4M | $5.0M | 1 |
| GOLDEN BELL PARTNERS FUND I, LP | Private Equity Fund | $167.0M | $5.0M | 7 |
| GOLDEN BELL PARTNERS FUND II, LP | Private Equity Fund | $241.6M | $5.0M | 7 |
| GOLDEN BELL PARTNERS FUND III, LP | Private Equity Fund | $203.6M | $5.0M | 15 |
| GOLDEN BELL PARTNERS FUND IV, LP | Private Equity Fund | $173.3M | $5.0M | 16 |
| GOLDEN BELL PARTNERS FUND V, LP | Private Equity Fund | $183.2M | $0.5M | 18 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GROUSBECK, H., IRVING | Individual | THE GROUSBECK 2005 IRREVOCABLE GRANDCHILDRENS TRUST | TRUSTEE | 11/2005 | |
| EPH HOLDINGS 2014, LLC | Domestic Entity | – | MEMBER, MANAGER | 06/2014 | > 75% |
| THE GROUSBECK 2005 IRREVOCABLE GRANDCHILDRENS TRUST | Domestic Entity | – | MEMBER | 06/2014 | 5-10% |
| INDIAN PAINTBRUSH FOUNDATION | Domestic Entity | – | MEMBER | 06/2014 | 5-10% |
| HUTCHINSON, EDWARD, P | Individual | – | CHIEF COMPLIANCE OFFICER | 06/2014 | < 5% |
| HUTCHINSON, EDWARD, P | Individual | EPH HOLDINGS 2014, LLC | MANAGER | 06/2014 | > 75% |
| RALES, STEVEN, MICHAEL | Individual | INDIAN PAINTBRUSH FOUNDATION | MEMBER | 12/1994 |