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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

BELL ASSET MANAGEMENT USA INC

CRD 108666

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a0804509-d29b-273d-3281-1be81490f737

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 7
On other graphs: 0
Observed: Mar 22, 2012 to Mar 25, 2026
19 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=0.0
Regulatory AUM: $344MItem 5.F on the latest filing (2026-03-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $344M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 0
Advisory employees: 0
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 2
Private funds: 2Schedule D 7.B(1)
SEC number: 801-55446
CRD: 108666
Filings on the tape: 19
First filed: Mar 22, 2012
Latest filed: Mar 25, 2026
Organised: Corporation, DE

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
BELL AUSTRALIA TRUST	Other Private Fund	$218M	Oct 9, 2024	3	Mar 22, 2012	reported	021-127763
BELL GLOBAL TRUST	Other Private Fund	$165M	Oct 9, 2024	3	Mar 22, 2012	reported	021-139384

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BELL ASSET MANAGEMENT (HOLDINGS) PTY LIMITED	Shareholder	D	yes	03/1998	Mar 29, 2017	Oct 9, 2024
BELL ASSET MANAGEMENT LIMITED	Shareholder	E	yes	04/2007	Mar 22, 2012	Oct 9, 2024
BELL GROUP HOLDINGS PTY LIMITED	Shareholder	C	yes	03/1998	Mar 29, 2017	Oct 9, 2024
BELL, ANDREW, GEORGE	Shareholder	C	yes	03/1998	Mar 22, 2012	Oct 9, 2024
BELL, ESTATE OF COLIN, MORTON	Shareholder	C	yes	03/1998	Mar 22, 2012	Oct 9, 2024
BELL, LEWIS, MORTON	Shareholder	C	yes	03/1998	Mar 22, 2012	Oct 9, 2024
BLANCHFIELD, KEVIN, JOHN	DIRECTOR AND COMPANY SECRETARY	Na	yes	06/2019	Jun 3, 2019	Oct 9, 2024
KELLY, TIMOTHY, JOHN	CHIEF COMPLIANCE OFFICER	Na	yes	09/2024	Oct 9, 2024	Oct 9, 2024
LOVETT, MICHAEL, ASHLEY	President	Na	yes	09/2024	Oct 9, 2024	Oct 9, 2024
PROVAN, DAVID, ALASTAIR	Shareholder	C	yes	03/1998	Mar 22, 2012	Oct 9, 2024
THOMAS, ELEANOR, LANSING	Director	Na	yes	06/2019	Jun 3, 2019	Oct 9, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
BELL ASSET MANAGEMENT LIMITED	n/a	Other adviser	$2.2B	Y	no	n/a
BELL POTTER SECURITIES (US) LLC	n/a	n/a	n/a	N	yes	n/a
BELL POTTER SECURITIES LIMITED	n/a	n/a	n/a	N	yes	n/a
THIRD PARTY PLATFORM PTY LIMITED	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Melbourne	n/a	Australia	8	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 25, 2026	$344M	$344M	0	0	0	2	n/a
2024	Mar 25, 2025	$344M	$344M	0	0	1	2	n/a
2023	Mar 25, 2024	$422M	$422M	0	0	1	2	$383M
2022	Mar 16, 2023	$383M	$383M	0	0	1	2	$383M
2021	Mar 24, 2022	$461M	$461M	0	0	1	2	$461M
2020	Mar 24, 2021	$384M	$384M	25	8	1	2	$384M
2019	Mar 18, 2020	$343M	$343M	25	8	1	2	$343M
2018	Mar 19, 2019	$272M	$272M	20	7	1	2	$272M
2017	Mar 19, 2018	$293M	$293M	20	6	1	2	$293M
2016	Mar 29, 2017	$240M	$240M	19	6	n/a	2	$240M
2015	Feb 29, 2016	$231M	$231M	17	6	n/a	2	$231M
2014	Mar 24, 2015	$220M	$220M	15	6	n/a	2	$220M
2013	Mar 17, 2014	$217M	$217M	15	5	n/a	2	$218M
2012	Feb 26, 2013	$188M	$188M	15	5	n/a	2	$188M
2011	Mar 22, 2012	$156M	$156M	n/a	n/a	n/a	2	$156M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$344M	$344M	0.0%	$383M	-3.5%	0	0	0	1

Relationships

Affiliated with (2)

→ BELL ASSET MANAGEMENT LIMITEDRegistered adviserother investment adviser, control
factForm ADV
← BELL ASSET MANAGEMENT LIMITEDRegistered adviserother investment adviser, control
factForm ADV

Advises (2)

→ BELL GLOBAL TRUSTPrivate fundOther Private Fund, IA
Mar 22, 2012 to presentfactForm ADV
→ BELL AUSTRALIA TRUSTPrivate fundOther Private Fund, IA
Mar 22, 2012 to presentfactForm ADV

Controls (11)

← BLANCHFIELD, KEVIN, JOHNOwnerDIRECTOR AND COMPANY SECRETARY, ownership code NA, individual
Jun 3, 2019 to Oct 9, 2024factForm ADV
← BELL ASSET MANAGEMENT LIMITEDOwnerSHAREHOLDER, ownership code E, foreign entity
Mar 22, 2012 to Oct 9, 2024factForm ADV
← THOMAS, ELEANOR, LANSINGOwnerDIRECTOR, ownership code NA, individual
Jun 3, 2019 to Oct 9, 2024factForm ADV
← BELL, ESTATE OF COLIN, MORTONOwnerSHAREHOLDER, ownership code C, individual
Mar 22, 2012 to Oct 9, 2024factForm ADV
← BELL, LEWIS, MORTONOwnerSHAREHOLDER, ownership code C, individual
Mar 22, 2012 to Oct 9, 2024factForm ADV
← BELL, ANDREW, GEORGEOwnerSHAREHOLDER, ownership code C, individual
Mar 22, 2012 to Oct 9, 2024factForm ADV
← PROVAN, DAVID, ALASTAIROwnerSHAREHOLDER, ownership code C, individual
Mar 22, 2012 to Oct 9, 2024factForm ADV
← LOVETT, MICHAEL, ASHLEYOwnerPRESIDENT, ownership code NA, individual
Oct 9, 2024 to Oct 9, 2024factForm ADV
← KELLY, TIMOTHY, JOHNOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Oct 9, 2024 to Oct 9, 2024factForm ADV
← BELL ASSET MANAGEMENT (HOLDINGS) PTY LIMITEDOwnerSHAREHOLDER, ownership code D, foreign entity
Mar 29, 2017 to Oct 9, 2024factForm ADV
← BELL GROUP HOLDINGS PTY LIMITEDOwnerSHAREHOLDER, ownership code C, foreign entity
Mar 29, 2017 to Oct 9, 2024factForm ADV

Dated events

Occurred
Oct 9, 2024
Control person left
James Nicholas Fels (Director/President/Chief Compliance Officer) no longer on Schedule A of Bell Asset Management Usa Inc (listed 2024-03-25, absent 2024-10-09)
Form ADVobserved 5 days ago
Occurred
Oct 9, 2024
Control person joined
John Timothy Kelly (Chief Compliance Officer) appeared on Schedule A of Bell Asset Management Usa Inc
Form ADVobserved 5 days ago
Occurred
Oct 9, 2024
Control person joined
Ashley Michael Lovett (President) appeared on Schedule A of Bell Asset Management Usa Inc
Form ADVobserved 5 days ago
Occurred
Jun 3, 2019
Control person joined
Lansing Eleanor Thomas (Director) appeared on Schedule A of Bell Asset Management Usa Inc
Form ADVobserved 5 days ago
Occurred
Jun 3, 2019
Control person joined
John Kevin Blanchfield (Director And Company Secretary) appeared on Schedule A of Bell Asset Management Usa Inc
Form ADVobserved 5 days ago
Occurred
Jun 3, 2019
Control person left
Kathleen Donna Gilding (Director) no longer on Schedule A of Bell Asset Management Usa Inc (listed 2019-03-19, absent 2019-06-03)
Form ADVobserved 5 days ago
Occurred
Mar 19, 2019
Control person left
D. Joseph Tydings (Director) no longer on Schedule A of Bell Asset Management Usa Inc (listed 2018-03-19, absent 2019-03-19)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a0804509-d29b-273d-3281-1be81490f737
First observed: Mar 22, 2012
Last observed: Mar 25, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BELL ASSET MANAGEMENT USA INC

CRD 108666

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a0804509-d29b-273d-3281-1be81490f737

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:31 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

BELL AUSTRALIA TRUST

Other Private Fund

$218M

Oct 9, 2024

Mar 22, 2012

reported

021-127763

BELL GLOBAL TRUST

Other Private Fund

$165M

Oct 9, 2024

Mar 22, 2012

reported

021-139384

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BELL ASSET MANAGEMENT (HOLDINGS) PTY LIMITED

Shareholder

yes

03/1998

Mar 29, 2017

Oct 9, 2024

BELL ASSET MANAGEMENT LIMITED

Shareholder

yes

04/2007

Mar 22, 2012

Oct 9, 2024

BELL GROUP HOLDINGS PTY LIMITED

Shareholder

yes

03/1998

Mar 29, 2017

Oct 9, 2024

BELL, ANDREW, GEORGE

Shareholder

yes

03/1998

Mar 22, 2012

Oct 9, 2024

BELL, ESTATE OF COLIN, MORTON

Shareholder

yes

03/1998

Mar 22, 2012

Oct 9, 2024

BELL, LEWIS, MORTON

Shareholder

yes

03/1998

Mar 22, 2012

Oct 9, 2024

BLANCHFIELD, KEVIN, JOHN

DIRECTOR AND COMPANY SECRETARY

yes

06/2019

Jun 3, 2019

Oct 9, 2024

KELLY, TIMOTHY, JOHN

CHIEF COMPLIANCE OFFICER

yes

09/2024

Oct 9, 2024

LOVETT, MICHAEL, ASHLEY

President

yes

09/2024

Oct 9, 2024

PROVAN, DAVID, ALASTAIR

Shareholder

yes

03/1998

Mar 22, 2012

Oct 9, 2024

THOMAS, ELEANOR, LANSING

Director

yes

06/2019

Jun 3, 2019

Oct 9, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

BELL ASSET MANAGEMENT LIMITED

n/a

Other adviser

$2.2B

n/a

BELL POTTER SECURITIES (US) LLC

n/a

yes

n/a

BELL POTTER SECURITIES LIMITED

n/a

yes

n/a

THIRD PARTY PLATFORM PTY LIMITED

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Melbourne

n/a

Australia

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 25, 2026

$344M

n/a

2024

Mar 25, 2025

$344M

n/a

2023

Mar 25, 2024

$422M

$383M

2022

Mar 16, 2023

$383M

2021

Mar 24, 2022

$461M

2020

Mar 24, 2021

$384M

2019

Mar 18, 2020

$343M

2018

Mar 19, 2019

$272M

2017

Mar 19, 2018

$293M

2016

Mar 29, 2017

$240M

n/a

$240M

2015

Feb 29, 2016

$231M

n/a

$231M

2014

Mar 24, 2015

$220M

n/a

$220M

2013

Mar 17, 2014

$217M

n/a

$218M

2012

Feb 26, 2013

$188M

n/a

$188M

2011

Mar 22, 2012

$156M

n/a

$156M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$344M

0.0%

$383M

-3.5%