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Bell Strategic Investments
BELL STRATEGIC INVESTMENTS, INC. is an SEC-registered investment adviser. The firm manages $70 million in assets, $59 million on a discretionary basis.
Overview
BELL STRATEGIC INVESTMENTS, INC. is an SEC-registered investment adviser. The firm manages $70 million in assets, $59 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Los Altos
Corporate office
Los Altos, CA, United States
Principals
Forrest Sawyer
Principal
Marla Sawyer
Principal
Sector focus
Frequently asked questions
Who runs investment decisions at Bell Strategic Investments?
Forrest Sawyer and Marla Sawyer are the named principals on public record. Specific investment committee structure or delegation of authority has not been publicly disclosed. The firm operates without a visible external investment team.
What investment stages and asset classes does Bell Strategic target?
The firm deploys across real estate debt, venture capital, and private credit. Real estate activity focuses on bridge lending and mezzanine financing on commercial and residential properties. Venture participation targets early-stage rounds, frequently alongside Bay Area angel syndicates and micro-funds.
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