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.