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Bell Asset Management USA Inc

● SEC registered since 1998CRD 108666SEC# 801-55446
Export (members)
Ranks #4,400 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$344.3M
Fund GAV
$344.3M
Private funds
2
Employees
Accounts
2
Location

Bell Asset Management USA Inc assets under management

Bell Asset Management USA Inc operates as an SEC-registered investment adviser. The firm has been registered since 1998. It reports $344.3 million in regulatory assets under management. Bell Asset Management USA Inc manages 2 private funds with combined gross assets of $344.3 million, including Bell Global Trust. By regulatory assets, it ranks 4,400 of 6,004 private fund managers.

Bell Asset Management USA Inc private funds

2 funds · $344.3M GAV
FundTypeGross assetsMin.
Bell Global TrustOther Private$208.4M$1M
Bell Australia TrustOther Private$135.9M$1M

Bell Asset Management USA Inc owners & executives

11 reported
NameTitleOwnershipSince
Bell Asset Management Limited ControlShareholderOver 75%2007
Eleanor Lansing Thomas ControlDirectorUnder 5%2019
Kevin John Blanchfield ControlDirector And Company SecretaryUnder 5%2019
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Frequently asked questions

How much does Bell Asset Management USA Inc manage?

Bell Asset Management USA Inc reports $344.3 million in regulatory assets under management on its Form ADV.

How many private funds does Bell Asset Management USA Inc manage?

Bell Asset Management USA Inc manages 2 private funds with combined gross assets of $344.3 million.

Does Bell Asset Management USA Inc disclose fund performance?

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

Contact & registration

Phone613 8637 6000
Fax613 8637 6099
Office hours9 a.m. To 5 p.m.
SEC regionHQ
Discloses disciplinary historyNo

Regulatory AUM

$344.3MNo change
Mar '25 — $344.3MApr '25 — $344.3MMay '25 — $344.3MJun '25 — $344.3MJul '25 — $344.3MAug '25 — $344.3MSep '25 — $344.3MOct '25 — $383.1MNov '25 — $383.1MDec '25 — $383.1MJan '26 — $383.1MFeb '26 — $383.1MMar '26 — $344.3MApr '26 — $344.3MMay '26 — $344.3MJun '26 — $344.3M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 58%
Larger than 42% of 16,271 advisers
AUM vs fund managersTop 73%
Larger than 27% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers

Assets under management

$344.3Mregulatory AUM
Discretionary $344.3M

Service providers

Auditor
Custodian
Administrator