BELL ASSET MANAGEMENT LIMITED

CRD 146144 · SEC 801-69384

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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LEVEL 30, 101 COLLINS STREET, MELBOURNE, 3000, Australia

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.18B

Discretionary AUM

$2.18B

Team

30 total employees; 10 advisory reps; 13 broker-dealer reps

Clients

—

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-03-25

Disciplinary history

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Services

Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

Type	Clients	AUM
Pooled investment vehicles	6	$785.8M
Pension/profit sharing plans	6	$1.15B
State/municipal entities	1	$100.9M
Corporations/business entities	1	$139.8M

All web addresses on file

Official SEC filing: View on IAPD