The BELL ASSET MANAGEMENT USA INC is a privately held investment adviser that advises $2.75Bn in regulatory assets under management held in 2 SEC fund types across 2 investment strategies. BELL ASSET MANAGEMENT USA INC is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 9.84% over the last 5-years.
The Group has been registered with the SEC for 28.24 years and is comprised of 2 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at LEVEL 30, 101 COLLINS STREET, MELBOURNE, -. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 30 employees comprised of 10 investment and 20 non-investment staff. The total number of Employees increased by 20% over the last 5-years.
Their $2.75Bn in assets advised are owned by 8 private funds, 6 public funds and BDCs and 8 other accounts. Assets of Pension and Profit Sharing Plans-Private clients own $1.15Bn or 41.78% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $1.13Bn or 41.05% of Total Assets.
The Group's top investment strategies include Long/Short Equity and Multi Strat, representing 70.37% and 29.63% of total assets, respectively.
They advise 5 types of clients, top clients are Pension and Profit Sharing Plans-Private and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 4 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 4 Custodians and 3 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
BELL ASSET MANAGEMENT USA INC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.