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Bell Asset Management Limited

● SEC registered since 2008CRD 146144SEC# 801-69384Melbourne
Export (members)
Reg. AUM
$2.18B
Employees
30
Accounts
14
Location
Melbourne

Bell Asset Management Limited assets under management

Bell Asset Management Limited is an SEC-registered investment adviser based in Melbourne. The firm has been registered since 2008. It reports $2.2 billion in regulatory assets under management and employs 30 people.

Bell Asset Management Limited owners & executives

11 reported
NameTitleOwnershipSince
Adrian MartuccioShareholder5-10%2017
Bell Asset Management Holdings Limited ControlShareholder50-75%2007
Michael Ashley Lovett ControlChief Executive OfficerUnder 5%2024
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Frequently asked questions

How much does Bell Asset Management Limited manage?

Bell Asset Management Limited reports $2.2 billion in regulatory assets under management on its Form ADV.

How many employees does Bell Asset Management Limited have?

Bell Asset Management Limited reports 30 employees.

Where is Bell Asset Management Limited located?

Bell Asset Management Limited is based in Melbourne and has been SEC-registered since 2008.

Does Bell Asset Management Limited disclose fund performance?

Bell Asset Management Limited is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressLevel 30, 101 Collins Street, Melbourne 3000
Phone613 8637 6000
Fax613 8637 6099
Office hours9.00a.m. To 5.00p.m.
SEC regionHQ
Discloses disciplinary historyNo

Regulatory AUM

$2.18B▼ 29%
Mar '25 — $3.05BApr '25 — $3.05BMay '25 — $3.05BJun '25 — $3.05BJul '25 — $3.05BAug '25 — $3.05BSep '25 — $3.05BOct '25 — $3.05BNov '25 — $3.05BDec '25 — $3.05BJan '26 — $3.05BFeb '26 — $3.05BMar '26 — $2.18BApr '26 — $2.18BMay '26 — $2.18BJun '26 — $2.18B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 21%
Larger than 79% of 16,271 advisers
EmployeesTop 18%
More than 82% of 16,825 advisers

Assets under management

$2.18Bregulatory AUM
Discretionary $2.18B