Bell Global Trust is a private investment fund based in Melbourne, Australia. According to its most recent Form D, filed Mar 19, 2026, it has sold $118,768,584 of interests to 4 investors since its first sale in Dec 2009. The minimum investment it accepts from an outside investor is $1,000,000. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Bell Asset Management USA Inc.
- Total raised
- $118,768,584Cumulative sales reported on Form D
- Investors
- 4
- First sale
- Dec 15, 2009
- Minimum investment
- $1,000,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Bell Asset Management USA Inc
- Latest Form D
- Mar 19, 2026
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Bell Global Trust
What is the minimum investment for Bell Global Trust?
According to its latest Form D, filed Mar 19, 2026, the minimum investment Bell Global Trust accepts from an outside investor is $1,000,000.
Who can invest in Bell Global Trust?
Bell Global Trust is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.
How much has Bell Global Trust raised?
Bell Global Trust reports $118,768,584 sold from 4 investors on its Form D filed Mar 19, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is Bell Global Trust based?
Bell Global Trust is based in Melbourne, Australia.
When did Bell Global Trust launch?
Bell Global Trust reports its first sale in Dec 2009.
Size compared with every private investment fund
Raised more than 53% of the 17 private investment funds based in Australia, and more than 73% of all 10,425 that report sales.