Chief Compliance Officer · Bell Asset Management Limited
Timothy J. Kelly
CRD 7986347 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Bell Asset Management Limited, an SEC-registered broker-dealer firm based in Melbourne, Australia with $2.2 billion in regulatory assets, lists Timothy J. Kelly on its Form ADV as Chief Compliance Officer, a control person. The SEC filings also name Timothy at 1 other registered adviser.
Firms and roles
- Bell Asset Management LimitedChief Compliance OfficerBroker-dealer firm · Melbourne, Australia · $2.2B in regulatory assets
- Bell Asset Management USA IncChief Compliance OfficerPrivate fund adviser · United States · $344M in regulatory assets
AtlasMembers
Timothy’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (6)
- Ned J. BellExecutive Director/shareholder, Bell Asset Management Limited
- Robert B. SullivanShareholder, Bell Asset Management Limited
- Adrian MartuccioShareholder, Bell Asset Management Limited
- Michael A. LovettChief Executive Officer, Bell Asset Management Limited
- Eleanor L. ThomasDirector, Bell Asset Management USA Inc
1 more person named with Timothy on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Timothy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.