Bell Asset Management Limited

RIASEC Registered

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, institutionally oriented registered investment adviser that focuses on institutional clients. The firm is SEC-registered (initial registration in 2008) and charges fees as a percentage of assets under management. Its public filings list business activities as a broker‑dealer and a registered representative of a broker‑dealer, and its advisory work includes portfolio management for pooled investment vehicles and for businesses or institutions. Filings indicate an equity-focused mandate, and the firm is not identified as an active ESG investor.