Bell Asset Management Limited

Overview

Bell Asset Management Limited is an institutional registered investment adviser that primarily serves institutional clients and charges fees as a percentage of assets under management. The firm is set up as a corporation with foreign and individual ownership and has been SEC-registered since 2008. Its business activities include operating as a broker-dealer and acting as a registered representative of a broker-dealer, alongside advisory work that emphasizes portfolio management for pooled investment vehicles and for businesses or other institutions. The adviser reports a clear equity orientation: its ADV shows a preference for exchange-traded equities as the dominant asset type. Bell does not identify as an active ESG investor and it does not position itself as a multi-state or pension consultant adviser. It also does not act as a capital allocator in the sense of directly managing third-party alternative-investment programs.

Assets & Accounts

Public Holdings

Investments & Alternatives