AdFi
BP

BELLTOWER PARTNERS

SEC Registered
NEW YORK, NYhttps://belltowerpartners.com212-960-8042
Assets Under Management
$500M–$1B
Employees
5
Office Locations
1 office
Total Accounts
7

About the firm

BellTower Partners is a private investment firm supporting operating platforms focused on scalable, lasting growth. They access and invest patient capital to acquire influential ownership positions in private companies, cultivating strong partnerships with management leaders and making decisions through a strategic and multi-generational lens.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

Pooled Vehicles

Areas of expertise

Private InvestmentPatient CapitalPrivate EquityOperating PlatformsOwnership AcquisitionManagement PartnershipsMulti-generational Investing

Services

Acquiring influential ownership positions in private companies and supporting operating platforms focused on scalable, lasting growth through patient capital investment and strategic partnerships with management leaders.

Private funds / alternatives
Private Equity

Who they serve

Private companies and management leaders

Client segmentClientsAssets managed
Pension/Profit Sharing Plans7$681M

0 total clients reported on Form ADV.

Leadership

Megan Alexis Cooley
CHIEF COMPLIANCE OFFICER
Kewsong Nmn Lee
CHIEF EXECUTIVE OFFICER

Office locations

1 office in 1 state
NY
NEW YORKHQ

Regulatory & compliance

CRD number
#333385
SEC Number
801-131378
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Performance-based / Other

Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BELLTOWER PARTNERS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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