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Karara Capital Limited (Melbourne)


Karara Capital Limited is a large advisory firm based in Melbourne. It manages $2.15 billion of regulatory assets for 315 client accounts. It has been registered with the SEC as an adviser since 2008.

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Karara Capital Limited provides portfolio management for individuals and small businesses and 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.

Karara Capital Limited: assets under management

The assets under management (AUM) of Karara Capital Limited is $2.15 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -41% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $2.15 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $6.82 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Karara Capital Limited for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Bell Group Holdings Pty Limited (Formerly Bell Commodities Limited) Shareholder 1 Apr 2007 50% - 75% n/a
Colin Morton Bell Shareholder of bell group holdings and director of karara 1 Apr 2007 25% - 50% 4373333
David Alastair Provan Shareholder of bell group holdings and director of karara 1 Apr 2007 25% - 50% 4373341

Based in Melbourne

The principal office where Karara Capital Limited performs its advisory services is located at Level 29, 101 Collins Street, Melbourne, 3000, 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 613 9235 1797 or by fax 613 92351722. The normal business hours are 8.30am to 6.00pm on Monday - Friday. You can find more information about the New York firm at www.karara.com.au.


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