Form D · Other Investment Fund
Bell Australia Trust
Melbourne, C3 · CIK 0001458399
Offering snapshot reported Mar 19, 2026 · SEC filing
- Reported sold
- $62M Indefinite offering
- Investors reported
- 4 Form D · investor count
- Minimum accepted
- $1M Reported outside-investor minimum
- First sale
- Feb 17, 1999 As reported in this filing
Fundraising history
Reported soldDates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Mar 19, 2026 | Amendment | $62,000,000 | $0vs Mar 20, 2025 | 4 | SEC filing |
| Mar 20, 2025 | Amendment | $62,000,000 | $0vs Mar 20, 2024 | 4 | SEC filing |
| Mar 20, 2024 | Amendment | $62,000,000 | $0vs Mar 20, 2023 | 4 | SEC filing |
| Mar 20, 2023 | Amendment | $62,000,000 | $0vs Mar 18, 2022 | 4 | SEC filing |
| Mar 18, 2022 | Amendment | $62,000,000 | $0vs Mar 18, 2021 | 4 | SEC filing |
| Mar 18, 2021 | Amendment | $62,000,000 | $0vs Mar 18, 2020 | 4 | SEC filing |
| Mar 18, 2020 | Amendment | $62,000,000 | $0vs Mar 18, 2019 | 4 | SEC filing |
| Mar 18, 2019 | Amendment | $62,000,000 | $0vs Mar 16, 2018 | 4 | SEC filing |
| Mar 16, 2018 | Amendment | $62,000,000 | $0vs Mar 16, 2017 | 4 | SEC filing |
| Mar 16, 2017 | Amendment | $62,000,000 | $0vs Mar 16, 2016 | 4 | SEC filing |
| Mar 16, 2016 | Amendment | $62,000,000 | $0vs Mar 16, 2015 | 4 | SEC filing |
| Mar 16, 2015 | Amendment | $62,000,000 | $0vs Feb 26, 2014 | 4 | SEC filing |
| Feb 26, 2014 | Amendment | $62,000,000 | $0vs Mar 5, 2013 | 4 | SEC filing |
| Mar 5, 2013 | Amendment | $62,000,000 | $0vs Mar 5, 2012 | 4 | SEC filing |
| Mar 5, 2012 | Amendment | $62,000,000 | $0vs Mar 3, 2011 | 4 | SEC filing |
| Mar 3, 2011 | Amendment | $62,000,000 | $0vs Mar 9, 2010 | 4 | SEC filing |
| Mar 9, 2010 | Amendment | $62,000,000 | $4,500,000vs Mar 12, 2009 | 4 | SEC filing |
| Mar 12, 2009 | Initial | $57,500,000 | No comparison | Not reported | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-127763
No commission was paid by the Issuer.
Source: Form D, filed Mar 19, 2026. Minimum accepted may differ from a standard advertised minimum.
Fund connections
The linked fund shows its most recently reported ADV details.
Matched by reported Form D file number
BELL AUSTRALIA TRUST
Investment adviser: BELL ASSET MANAGEMENT USA INC
- Gross asset value
- $136M
- Beneficial owners
- 3
- ADV minimum commitment
- $1M
Reported in Form ADV on Mar 25, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
DELOITTE & TOUCHE LLP
PCAOB 34
Filing source
Form ADV 2053414 · Mar 25, 2026 · Schedule D 7.B.(1), fund 805-5067255115
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| N/A Bell Asset Management Inc. | Executive |
| N/A Bell Asset Management Usa Inc. | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Melbourne, C3, 3000