Bell Asset Management Usa Inc (New York)

Bell Asset Management Usa Inc is a large advisory firm based in New York. It manages $271.57 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2001.

Bell Asset Management U 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 U: assets under management

The assets under management (AUM) of Bell Asset Management Usa Inc is $271.57 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 385% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $271.57 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $135.78 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Bell Asset Management Usa Inc 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.

What kind of clients Joseph D. Tydings serves?

The only and largest group of clients of Joseph D. Tydings is pooled investment vehicles with 2 clients and $271.57 million of assets under management. Among the 8 most similar advisory firms, Bell Asset Management U has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $271.57 million for 2 clients. None of the firm’s clients are foreign persons or businesses.

Bell Asset Management U also advises several private funds. Namely, two other private funds. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.

Careers at Bell Asset Management Usa Inc

The company employs 20 people that are either part- or full-time employees. 35 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Joseph D. Tydings has been acting as President since 1 May 1998. Nicholas James Fels joined the executive team most recently as the Director/President/Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Colin Morton Bell	President and director	1 Mar 1998	Other	4373333
Bell Asset Management Limited ("Baml")	Shareholder	1 Mar 1998	75% - 100%	foreign
Joseph D. Tydings	Director	1 May 1998	Other	4375732
Donna Kathleen Gilding	Director	1 May 1998	Other	4379194
Joseph P. Connors	Director	1 May 1998	Other	4375746
Donna K. Anderson	Director	1 May 1998	Other	4379194
Donna K. Gilding	Director	1 May 1998	Other	4379194
Gary Douglas Stranger	Vice president	1 Feb 1999	Other	4376242
Peter Begg Lawrence	Director	1 Jan 2001	Other	1575657
Lewis Nisbet Johnson	Director	1 Jan 2001	Other	3194201
Bell Asset Management Limited	Shareholder	1 Apr 2007	75% - 100%	146144
Bell Potter Funds Management Limited ("Bpfm")	Shareholder	1 Apr 2007	75% - 100%	foreign
Karara Capital Limited (Formerly Bell Potter Funds Management Limited)	Shareholder	1 Apr 2007	75% - 100%	foreign
Bell Asset Management Limited (Formerly Karara Capital Limited) (Formerly Bell Potter Funds Management Limited)	Shareholder	1 Apr 2007	75% - 100%	foreign
Nicholas James Fels	Chief compliance officer	1 Dec 2008	Other	5652120
Nicholas James Fels	Director/president/chief compliance officer	1 Jun 2019	Other	5652120
Eleanor Lansing Thomas	Director	1 Jun 2019	Other	2336408
Kevin John Blanchfield	Director and company secretary	1 Jun 2019	Other	1030695

Indirect Owners

The SEC currently registers 13 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
David Alastair Provan	Shareholder	1 Mar 1998	25% - 50%	4373341
Lewis Morton Bell	Shareholder	1 Mar 1998	25% - 50%	4373336
Andrew George Bell	Shareholder	1 Mar 1998	25% - 50%	4373339
Bell Group Holdings Limited	Shareholder	1 Mar 1998	50% - 75%	foreign
Bell Asset Management Holdings Limited	Shareholder of bell asset management limited	1 Mar 1998	25% - 50%	foreign
Bell Group Holdings Pty Limited	Shareholder	1 Mar 1998	25% - 50%	foreign
Bell Asset Management (Holdings) Pty Limited	Shareholder of bell asset management limited	1 Mar 1998	50% - 75%	foreign
C.A.&L. Bell Commodities Corporation Pty Ltd. ("Ca&L")	Shareholder	1 Mar 1998	75% - 100%	foreign
Carstairs Pastoral Pty Ltd. ("Cp")	Shareholder	1 Mar 1998	50% - 75%	foreign
Bridgewater (Uk) Ltd. ("Buk")	Shareholder	1 Mar 1998	50% - 75%	foreign
Bell Commodities Limited	Shareholder	1 Mar 1998	75% - 100%	foreign
Bell Group Holdings Limited (Formerly Bell Commodities Limited)	Shareholder	1 Mar 1998	50% - 75%	foreign
Bell Asset Management Holdings Limited (Previously Bell Asset Management Limited "Baml")	Shareholder of bell asset management limited (formerly karara capital ltd)	1 Mar 1998	25% - 50%	foreign

Based in New York

The principal office where Bell Asset Management Usa Inc performs its advisory services is located at 11 Broadway Suite 965, New York, NY 10004, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212 514 4984 or by fax 646 304 5899. The normal business hours are 9 am to 5 pm on Monday - Friday.