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Bell Point Capital Management LP (New York)


Bell Point Capital Management LP is a large advisory firm based in New York. It manages $456 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2012.

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Bell Point Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bell Point Capital Management: assets under management

The assets under management (AUM) of Bell Point Capital Management LP is $456 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $456 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $152 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bell Point Capital Management LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Joseph Lee Russell. Jr. Managing member 1 Jul 2010 75% - 100% 1559998

Based in New York

The principal office where Bell Point Capital Management LP performs its advisory services is located at 1065 Avenue Of The Americas, New York, NY 10018, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 646-758-6800 or by fax 646-758-6819. The normal business hours are 8:30am - 6:00pm on Monday - Friday. You can find more information about the New York firm at www.bellpoint.com.


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