BELL ASSET MANAGEMENT USA INC
CRD #108666 SEC #801-55446 613 8637 6000
SEC Registered Private Funds
Total AUM
$383.1M
Discretionary
$383.1M
Employees
0
Clients
--
Accounts
2
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $383.1M | $383.1M | $0 | 0 | 0 |
| Mar 2025 | $344.3M | $344.3M | $0 | 0 | 0 |
| Oct 2024 | $421.9M | $421.9M | $0 | 0 | 0 |
| Mar 2024 | $421.9M | $421.9M | $0 | 0 | 0 |
| Mar 2023 | $383.3M | $383.3M | $0 | 0 | 0 |
| Mar 2022 | $460.7M | $460.7M | $0 | 0 | 0 |
| Mar 2021 | $384.2M | $384.2M | $0 | 25 | 0 |
| Mar 2020 | $343.1M | $343.1M | $0 | 25 | 0 |
| Jun 2019 | $271.6M | $271.6M | $0 | 20 | 0 |
| Mar 2019 | $271.6M | $271.6M | $0 | 20 | 0 |
| Mar 2018 | $292.6M | $292.6M | $0 | 20 | 0 |
| Mar 2017 | $240.5M | $240.5M | $0 | 19 | 1 |
| Mar 2016 | $231.1M | $231.1M | $0 | 17 | 1 |
| Mar 2015 | $220.4M | $220.4M | $0 | 15 | 1 |
| Mar 2014 | $217.5M | $217.5M | $0 | 15 | 1 |
| Feb 2013 | $188.2M | $188.2M | $0 | 15 | 1 |
| Jul 2012 | $156.1M | $156.1M | $0 | 6 | 1 |
| Mar 2012 | $156.1M | $156.1M | $0 | 6 | 1 |
| Mar 2008 | $175.7M | $175.7M | $0 | 10 | -- |
| Apr 2007 | $135.9M | $135.9M | $0 | -- | -- |
| Mar 2007 | $119.9M | $119.9M | $0 | -- | -- |
| Sep 2005 | $77.5M | $77.5M | $0 | 10 | -- |
| Mar 2002 | $65.4M | $65.4M | $0 | 10 | -- |
DateOct 2025
Total AUM$383.1M
Discretionary$383.1M
Non-Disc.$0
Employees0
Clients0
DateMar 2025
Total AUM$344.3M
Discretionary$344.3M
Non-Disc.$0
Employees0
Clients0
DateOct 2024
Total AUM$421.9M
Discretionary$421.9M
Non-Disc.$0
Employees0
Clients0
DateMar 2024
Total AUM$421.9M
Discretionary$421.9M
Non-Disc.$0
Employees0
Clients0
DateMar 2023
Total AUM$383.3M
Discretionary$383.3M
Non-Disc.$0
Employees0
Clients0
DateMar 2022
Total AUM$460.7M
Discretionary$460.7M
Non-Disc.$0
Employees0
Clients0
DateMar 2021
Total AUM$384.2M
Discretionary$384.2M
Non-Disc.$0
Employees25
Clients0
DateMar 2020
Total AUM$343.1M
Discretionary$343.1M
Non-Disc.$0
Employees25
Clients0
DateJun 2019
Total AUM$271.6M
Discretionary$271.6M
Non-Disc.$0
Employees20
Clients0
DateMar 2019
Total AUM$271.6M
Discretionary$271.6M
Non-Disc.$0
Employees20
Clients0
DateMar 2018
Total AUM$292.6M
Discretionary$292.6M
Non-Disc.$0
Employees20
Clients0
DateMar 2017
Total AUM$240.5M
Discretionary$240.5M
Non-Disc.$0
Employees19
Clients1
DateMar 2016
Total AUM$231.1M
Discretionary$231.1M
Non-Disc.$0
Employees17
Clients1
DateMar 2015
Total AUM$220.4M
Discretionary$220.4M
Non-Disc.$0
Employees15
Clients1
DateMar 2014
Total AUM$217.5M
Discretionary$217.5M
Non-Disc.$0
Employees15
Clients1
DateFeb 2013
Total AUM$188.2M
Discretionary$188.2M
Non-Disc.$0
Employees15
Clients1
DateJul 2012
Total AUM$156.1M
Discretionary$156.1M
Non-Disc.$0
Employees6
Clients1
DateMar 2012
Total AUM$156.1M
Discretionary$156.1M
Non-Disc.$0
Employees6
Clients1
DateMar 2008
Total AUM$175.7M
Discretionary$175.7M
Non-Disc.$0
Employees10
Clients--
DateApr 2007
Total AUM$135.9M
Discretionary$135.9M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$119.9M
Discretionary$119.9M
Non-Disc.$0
Employees--
Clients--
DateSep 2005
Total AUM$77.5M
Discretionary$77.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2002
Total AUM$65.4M
Discretionary$65.4M
Non-Disc.$0
Employees10
Clients--