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Bell Global Trust

Other Private FundFund ID 805-2744855242New Hampshire, United States
Gross assets
$208.4M
Min. investment
$1M
Beneficial owners
3
Size rank
Top 31%
Audited
Yes
Structure
Standalone

About this fund

Bell Global Trust is a other private fund managed by Bell Asset Management USA Inc. The fund reports $208.4 million in gross assets, placing it among the top 31% 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 ID805-2744855242
Fund typeOther Private Fund — EQUITY FUND
3(c)(1) exclusionNo
3(c)(7) exclusionYes
Master fundNo
Feeder fundNo
Fund of fundsNo
Relies on exemption from registrationYes
Annual auditYes
Prepared per GAAPYes
Sub-advisedNo
% of assets independently valued100%

Other funds from this manager

FundTypeGross assets
Bell Australia TrustOther Private$135.9M

Frequently asked questions

How large is Bell Global Trust?

Bell Global Trust reports $208.4 million in gross assets, among the top 31% of private funds by size.

What is the minimum investment for Bell Global Trust?

The stated minimum investment is $1 million.

Who manages Bell Global Trust?

Bell Global Trust is managed by Bell Asset Management USA Inc.

Does Bell Global Trust disclose returns?

No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.

Service providers

Prime broker
None reported
Custodian
Administrator
Auditor

Reported gross assets

$208.4MNo change
Mar '25 — $208.4MApr '25 — $208.4MMay '25 — $208.4MJun '25 — $208.4MJul '25 — $208.4MAug '25 — $208.4MSep '25 — $208.4MOct '25 — $231.1MNov '25 — $231.1MDec '25 — $231.1MJan '26 — $231.1MFeb '26 — $231.1MMar '26 — $208.4MApr '26 — $208.4MMay '26 — $208.4MJun '26 — $208.4M
Mar '25Form ADV, monthlyJun '26

How this fund compares

Gross assetsTop 31%
Larger than 69% of 67,041 private funds
Gross assets vs Other Private FundsTop 26%
Larger than 74% 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.