Bell Asset Management Usa Inc
- Regulatory AUM
- $344M
- Discretionary
- $344M
- Clients
- 2
- Avg AUM / client
- $172M
- Accounts
- 2
- Employees
- 0
AUM over time
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $344M | 100.0% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $383M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Bell Australia Trust | Other Private Fund | New Hampshire | $218M | 3 |
| Bell Global Trust | Other Private Fund | New Hampshire | $165M | 3 |
People (8)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bell, Andrew, George | Shareholder | Mar 1998 (28y) | 25% – 50% of Bell Group Holdings Limited (indirect) | |
| Bell, Estate Of Colin, Morton | Shareholder | Mar 1998 (28y) | ≈ 18.75% – 50% via Bell Asset Management Limited | |
| Bell, Lewis, Morton | Shareholder | Mar 1998 (28y) | 25% – 50% of Bell Group Holdings Limited (indirect) | |
| Provan, David, Alastair | Shareholder | Mar 1998 (28y) | 25% – 50% of Bell Group Holdings Limited (indirect) | |
| Blanchfield, Kevin, John | Director And Company Secretary | Jun 2019 (7y) | Less than 5% | |
| Thomas, Eleanor, Lansing | Director | Jun 2019 (7y) | Less than 5% | |
| Kelly, Timothy, John | Chief Compliance Officer | Sep 2024 (2y) | Less than 5% | |
| Lovett, Michael, Ashley | President | Sep 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Bell Asset Management Limited | Shareholder | Apr 2007 | A | 75% or more |
| Bell Asset Management (Holdings) Pty Limited | Shareholder | Mar 1998 | B | ≈ 37.5% – 75% via Bell Asset Management Limited |
| Bell Group Holdings Pty Limited | Shareholder | Mar 1998 | B | ≈ 9.38% – 37.5% via Bell Asset Management (Holdings) Pty Limited |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Bell, Estate Of Colin, Morton: 25% – 50% of Bell Asset Management Limited × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Bell Asset Management (Holdings) Pty Limited: 50% – 75% of Bell Asset Management Limited × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Bell Group Holdings Pty Limited: 25% – 50% of Bell Asset Management (Holdings) Pty Limited × 50% – 75% of Bell Asset Management Limited × 75% – 100% direct ≈ 9.38% – 37.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $383M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Bell Australia Trust | Other Private Fund | $218M | $1.0M | 3 |
| Bell Global Trust | Other Private Fund | $165M | $1.0M | 3 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 1.44 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗