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BELL ASSET MANAGEMENT LIMITED
CRD 146144File 801-69384
APPROVED
Filing as of Mar 25, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 19 | 14 | decreased by5 |
| Apr 1, 2026 | AUM | $3,051,116,471 | $2,176,768,080 | decreased by$874,348,391 |
| Apr 1, 2026 | Accounts | 19 | 14 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 25 | 30 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 16 | 19 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,677,667,290 | $3,051,116,471 | increased by$373,449,181 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 16 | 19 | increased by3 |
| Apr 1, 2022 | Clients | 9 | 16 | increased by7 |
| Apr 1, 2022 | AUM | $2,029,800,916 | $2,677,667,290 | increased by$647,866,374 |
| Apr 1, 2022 | Accounts | 9 | 16 | increased by7 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BELL ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BELL ASSET” may also match similarly-named firms). Confirm identity against each filing.
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.