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BELL ASSET MANAGEMENT LIMITED
CRD 146144File 801-69384
APPROVED
Filing as of Mar 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.18B
Top 25% of cohort (national)
Discretionary AUM
$2.18B
Clients
14
14 accounts
Employees
30
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Jul 10, 2008
- Principal office
- LEVEL 30, 101 COLLINS STREET, MELBOURNE, 3000
- Phone
- 613 8637 6000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.18B
- Discretionary AUM
- $2.18B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 14
- Non-discretionary accounts
- 0
- Total accounts
- 14
- AUM per client
- $155.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $139.8M |
| Pooled investment vehicles | 6 | $785.8M |
| Pension and profit sharing plans | 6 | $1.15B |
| State or municipal government entities | Fewer than 5 | $100.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.