Bell Asset Management Limited

RIASEC RegisteredEst. 2008

Total AUM

$2.2B

Discretionary

$2.2B

100% of AUM

Avg account

$155M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Melbourne,
CRD number: 146144
Registered since: July 10, 2008
Website: www.bellasset.com.au
Custodians: CUSTODIAN, CUSTODIAN, CUSTODIAN, CUSTODIAN, CUSTODIAN, CUSTODIAN
Fee structure: Percentage of AUM
Client types: Pension & Profit Sharing Plans52.85%
Pooled Investment Vehicles36.1%
Corporations / Businesses6.42%
State / Municipal Government4.63%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Bell Asset Management Limited is a corporate investment adviser that serves an institutional client base and also operates as a broker‑dealer/registered representative. The firm has been SEC‑registered since 2008 and is owned by a combination of foreign‑entity and individual stakeholders. Its stated advisory activity centers on portfolio management for pooled investment vehicles and for businesses or institutional clients. Fees are charged as a percentage of assets under management. The firm does not identify as an active ESG investor and is not registered as a multi‑state adviser.