Bell Asset Management Holdings Limited (Sydney)

Name: Bell Asset Management Holdings Limited
Address: Level 33, 225 George Street, Sydney, 2000
Telephone: 011-6129-255-7200

Bell Asset Management Holdings Limited is a large advisory firm based in Sydney. It manages $163.96 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2009.

Bell Asset Management Holdings Limited provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bell Asset Management Holdings Limited: assets under management

The assets under management (AUM) of Bell Asset Management Holdings Limited is $163.96 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 95% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $163.96 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $81.98 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Bell Asset Management Holdings Limited for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Bell Asset Management Holdings Limited

Colin Morton Bell has been acting as President since 1 Apr 1997. Nicholas James Fels joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Colin Morton Bell	Director	1 Apr 1997	Other	4373333
David Alastair Provan	Director	1 Apr 1997	Other	4373341
Lewis Morton Bell	Director	1 Apr 1997	Other	4373336
Gary Douglas Stranger	Secretary of the company	1 Apr 1997	Other	4376242
Bell Group Holdings Limited (Formerly Bell Commodities Limited)	Shareholder	1 Apr 1997	50% - 75%	foreign
Bell Group Holdings Limited	Shareholder	1 Apr 1997	50% - 75%	foreign
Lewis Nisbet Johnson	Director	1 Jan 2001	Other	3194201
Ned Joseph Bell	Director	1 Feb 2006	Other	5122638
Nicholas James Fels	Chief compliance officer	1 Dec 2008	Other	5652120

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Andrew George Bell	Shareholder	1 Apr 1997	25% - 50%	4373339

Based in Sydney

The principal office where Bell Asset Management Holdings Limited performs its advisory services is located at Level 33, 225 George Street, Sydney, 2000 The mailing address of the firm is Level 29, 101 Collins Street, Melbourne, 3000. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 011-6129-255-7200 or by fax 011-6129-241-4274. The normal business hours are 9 am to 5 pm on Monday - Friday. You can find more information about the New York firm at www.bellasset.com.au.