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Private fund adviser

Bell Asset Management USA Inc

SEC-registered investment adviser · CRD 108666 · SEC 801-55446

At a glance

Bell Asset Management USA Inc is an SEC-registered investment adviser based in United States, with $344 million in regulatory assets under management as of its Form ADV filed March 25, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 3,438th of 4,686 private fund advisers and 9,483rd of 17,210 SEC-registered advisers by assets.

Regulatory AUM
$344M
Rank among private fund advisers
#3,438 of 4,686
Rank among all SEC RIAs
#9,483 of 17,210
Clients
2
Accounts
2
Discretionary
100% of AUM
Employees
0
Advisory staff
0
Offices
1

Owners and executives on its Form ADV

Custody and brokerage

Custodian

Bell Asset Management USA Inc’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.

Broker-dealer

Affiliated broker-dealer

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

Other RIAs with an affiliated broker-dealer

Who it serves

Client typeClientsRegulatory AUMShare
Pooled investment vehicles2$344M100%

Private funds

Bell Asset Management USA Inc reports 2 private funds with $344M in gross assets: other private funds (Form ADV Item 7.B).

Disciplinary disclosures

Bell Asset Management USA Inc 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

How it’s paid

  • A percentage of assets under management

Form ADV and brochures on the SEC’s adviser search ↗

AtlasMembers

The full record on Bell Asset Management USA Inc

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
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Growth over one, three and five years
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Rank against 2,156 peers of its type and size
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Owners and executives, with titles and stakes
4 namedLocked
Main office, fax and compliance officer
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Filing changes this year, with alerts
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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 USA Inc manage?

Bell Asset Management USA Inc reports $344 million in regulatory assets under management across 2 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 25, 2026.

What kind of firm is Bell Asset Management USA Inc?

Bell Asset Management USA Inc is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.

Who are Bell Asset Management USA Inc’s clients?

By assets, its largest client types are pooled investment vehicles ($344 million, 2 clients).

Does Bell Asset Management USA Inc manage private funds?

Yes. It reports 2 private funds with $344 million in gross assets, including other private funds.

Does Bell Asset Management USA Inc have any disciplinary history?

Bell Asset Management USA Inc 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 USA Inc’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 →