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.
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 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.
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.
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.
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.