{
  "crd_number": 108666,
  "slug": "bell-asset-management-usa-inc-108666",
  "primary_business_name": "BELL ASSET MANAGEMENT USA INC",
  "legal_name": "BELL ASSET MANAGEMENT USA INC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1998-05-12",
  "years_registered": 28,
  "period": "2026-10-01",
  "filing_date": "2026-03-25",
  "carried_forward": false,
  "raum_total": 344294509.0,
  "raum_discretionary": 344294509.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 0,
  "advisory_employees": 0,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 344294509.0,
      "count": 2
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/108666",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/bell-asset-management-usa-inc-108666",
  "display_name": "Bell Asset Management USA Inc",
  "summary": "Bell Asset Management USA Inc is an SEC-registered investment advisory firm, registered since 1998, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.",
  "citation": "AdvisorCensus. Bell Asset Management USA Inc (CRD 108666): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Bell Asset Management USA Inc compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Bell Asset Management USA Inc reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Is Bell Asset Management USA Inc registered with the SEC or a state?",
      "a": "Bell Asset Management USA Inc is an SEC-registered investment advisory firm, registered since 1998. Status as filed: Approved. CRD 108666."
    },
    {
      "q": "How much does Bell Asset Management USA Inc manage?",
      "a": "Bell Asset Management USA Inc reports $344,294,509 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary)."
    },
    {
      "q": "How have Bell Asset Management USA Inc's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Bell Asset Management USA Inc: Regulatory assets under management: $384,166,337 in the October 2021 data and $344,294,509 in the October 2026 data, down 10%. Total employees: 25 in October 2021 and 0 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Bell Asset Management USA Inc serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2)."
    },
    {
      "q": "Does Bell Asset Management USA Inc report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/108666"
    },
    {
      "q": "What changed in Bell Asset Management USA Inc's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $383,075,002 to $344,294,509 (-10%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 384166337.0,
      "total_employees": 25,
      "filing_date": "2021-03-24"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 460727040.0,
      "total_employees": 0,
      "filing_date": "2022-03-24"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 383349685.0,
      "total_employees": 0,
      "filing_date": "2023-03-16"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 421906356.0,
      "total_employees": 0,
      "filing_date": "2024-03-25"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 344294509.0,
      "total_employees": 0,
      "filing_date": "2025-03-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 344294509.0,
      "total_employees": 0,
      "filing_date": "2026-03-25"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $383,075,002 to $344,294,509 (-10%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Regulatory assets under management went from $344,294,509 to $383,075,002 (+11%)."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "No longer lists an office in Melbourne."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/bell-asset-management-usa-inc-108666.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 344294509.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/108666",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}