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Broker-dealer firm · Melbourne, Australia

Bell Asset Management Limited

SEC-registered investment adviser · CRD 146144 · SEC 801-69384

At a glance

Bell Asset Management Limited is an SEC-registered investment adviser based in Melbourne, Australia, with $2.2 billion in regulatory assets under management as of its Form ADV filed March 25, 2026. Its largest client group by assets is pension and profit sharing plans. By Form ADV it is a broker-dealer firm, ranked 125th of 391 broker-dealer firms and 3,462nd of 17,210 SEC-registered advisers by assets.

Main office +61386376000bellasset.com.auLinkedInAs filed on Form ADV

Regulatory AUM
$2.2B
Rank among broker-dealer firms
#125 of 391
Rank among all SEC RIAs
#3,462 of 17,210
Clients
14
Accounts
14
Discretionary
100% of AUM
Employees
30
Advisory staff
10
Offices
1

Owners and executives on its Form ADV

Custody and brokerage

5 custodians

  1. Citi$971M45%
  2. State Street$478M22%
  3. Custodian$358M16%
  4. Northern Trust$241M11%
  5. BNY$126M6%

Other RIAs using CitiOther multi-custodian RIAs

Broker-dealer

Affiliated broker-dealer

It names affiliated broker-dealers: Bell Financial Group LTD, Bell Potter Securities (US) LLC and Third Party Platform PTY LTD.

Other RIAs with an affiliated broker-dealer

Who it serves

Client typeClientsRegulatory AUMShare
Pension and profit sharing plans6$1.2B53%
Pooled investment vehicles6$786M36%
Corporations or other businesses1$140M6%
State or municipal government entities1$101M5%

Disciplinary disclosures

Bell Asset Management Limited reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗

Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses and institutions

How it’s paid

  • A percentage of assets under management

Form ADV and brochures on the SEC’s adviser search ↗bellasset.com.au ↗

AtlasMembers

The full record on Bell Asset Management Limited

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff, ten years of filings
Locked
Growth over one, three and five years
Locked
Rank against 97 peers of its type and size
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Owners and executives, with titles and stakes
5 namedLocked
Main office, fax and compliance officer
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Filing changes this year, with alerts
1Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does Bell Asset Management Limited manage?

Bell Asset Management Limited reports $2.2 billion in regulatory assets under management across 14 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 25, 2026.

What kind of firm is Bell Asset Management Limited?

Bell Asset Management Limited is a broker-dealer firm by its Form ADV answers. The firm is itself registered as a broker-dealer as well as an investment adviser.

Who are Bell Asset Management Limited’s clients?

By assets, its largest client types are pension and profit sharing plans ($1.2 billion, 6 clients); pooled investment vehicles ($786 million, 6 clients); corporations or other businesses ($140 million, 1 clients).

Does Bell Asset Management Limited have any disciplinary history?

Bell Asset Management Limited reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.

Where these numbers come from

Every figure is Bell Asset Management Limited’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-25), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.

Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →