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BELL ASSET MANAGEMENT LIMITED

Advisory

N·MELBOURNE

Data as of Mar 25, 2026 · Source: SEC Form ADV

Total AUM
$2.2B
1-Year AUM Growth
0.0%
3-Year CAGR
+16.4%
Employees
10
Assets Under Management
Total AUM$2.2B
Discretionary AUM$2.2B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients19
Team
Total Employees10
Investment Advisers30
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record21
First FilingJun 26, 2008
Latest FilingMar 25, 2026
🔒 Full AUM trend chart and 21 historical filings spanning 18+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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