Bell Australia Trust
Other Private FundFund ID 805-5067255115New Hampshire, United States
Gross assets
$135.9M
Min. investment
$1M
Beneficial owners
3
Size rank
Top 38%
Audited
Yes
Structure
Standalone
About this fund
Bell Australia Trust is a other private fund managed by Bell Asset Management USA Inc. The fund reports $135.9 million in gross assets, placing it among the top 38% of private funds by size. The stated minimum investment is $1 million. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.
Fund details
| Fund ID | 805-5067255115 |
| Fund type | Other Private Fund — EQUITY FUND |
| 3(c)(1) exclusion | No |
| 3(c)(7) exclusion | Yes |
| Master fund | No |
| Feeder fund | No |
| Fund of funds | No |
| Relies on exemption from registration | Yes |
| Annual audit | Yes |
| Prepared per GAAP | Yes |
| Sub-advised | No |
| % of assets independently valued | 100% |
Other funds from this manager
| Fund | Type | Gross assets |
|---|---|---|
| Bell Global Trust | Other Private | $208.4M |
Frequently asked questions
How large is Bell Australia Trust?
Bell Australia Trust reports $135.9 million in gross assets, among the top 38% of private funds by size.
What is the minimum investment for Bell Australia Trust?
The stated minimum investment is $1 million.
Who manages Bell Australia Trust?
Bell Australia Trust is managed by Bell Asset Management USA Inc.
Does Bell Australia Trust disclose returns?
No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.
Manager
Service providers
Reported gross assets
$135.9MNo change
Mar '25Form ADV, monthlyJun '26
How this fund compares
Gross assetsTop 38%
Larger than 62% of 67,041 private funds
Gross assets vs Other Private FundsTop 34%
Larger than 66% of 8,892 other private funds
Minimum investmentTop 33%
Higher than 67% of funds reporting a minimum
Investor base
Adviser & related persons%
Funds of funds%
Non-U.S. persons%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.