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Brookfield Asset Management Ltd. 8-K Report, Regulation FD Disclosure (Aug 14, 2026)

Reports
Regulation FD
Filing Date
Filed August 14, 2026
Period End
August 14, 2026
Security
BAM
In the record · 2022–202610-K410-Q58-K133

BAM filed 4 annual reports (10-K), 5 quarterly reports (10-Q) and 133 current reports (8-K) between 2022 and 2026.

  1. Change in control8-K · Feb ’25Feb ’25
  2. Leadership change8-K · Feb ’26Feb ’26

01—Abstract

Summary

Summary of the 8-K filed August 14, 2026. Cited figures are marked; the original filing is the authoritative source.

Brookfield Asset Management Ltd. (BAM) has filed an 8-K to provide investors with enhanced transparency regarding the geographic composition of its assets under management (AUM) and capital raised.

As of June 30, 2026, BAM reported a total AUM of approximately $1.3 trilliona. The United States stands out as the largest single market, accounting for $617.3 billion, or 49%, of total AUM, indicating a significant concentration of its managed investments within the U.S. The report also details the geographic sources of capital raised for Brookfield and Oaktree private funds over the twelve months ending June 30, 2026.

Approximately 50%b of the capital raised during this period originated from investors in the United States, reinforcing the U.S. as a critical market for both investment deployment and capital sourcing. This disclosure provides valuable insights into the global reach and primary markets for BAM's asset-management business.

02—Key points

Key Highlights

  1. As of June 30, 2026, Brookfield Asset Management Ltd. (BAM) managed approximately $1.3 trillion in assets.
  2. The United States represents BAM's largest geographic market, accounting for $617.3 billion (49%) of total Assets Under Management (AUM).
  3. Europe is the second-largest geographic segment for AUM, contributing $263.8 billion (21%).
  4. Asia Pacific accounts for $159.0 billion (12%) of total AUM.
  5. For the twelve months ended June 30, 2026, 50% of capital raised for Brookfield and Oaktree private funds came from U.S. investors.
  6. Europe contributed 13% and Asia Pacific contributed 19% to the capital raised during the specified period.
  7. This filing provides increased transparency on the geographic distribution of BAM's AUM and capital sourcing.

03—Questions

Frequently Asked Questions

  1. What is the primary purpose of this 8-K filing?

    The primary purpose of this 8-K filing is to provide investors with greater transparency into the geographic composition of Brookfield Asset Management Ltd.'s (BAM) assets under management (AUM) and the sources of capital raised for its private funds.

  2. What is the total amount of assets under management (AUM) for BAM as of June 30, 2026, and where is it primarily concentrated?

    As of June 30, 2026, BAM had approximately $1.3 trillion in total AUM. The United States is the largest single geographic market, representing $617.3 billion, or 49%, of the total AUM.

  3. What does the filing reveal about the sources of capital raised for BAM's funds?

    For the twelve months ending June 30, 2026, the filing indicates that approximately 50% of the capital raised through Brookfield and Oaktree private funds originated from investors in the United States. This highlights the significant role of U.S. investors in BAM's fundraising efforts.

  4. How does this geographic breakdown help investors understand BAM's business?

    This geographic breakdown helps investors understand the concentration and diversification of BAM's investment portfolio and its client base. It highlights key markets for both investment deployment (AUM) and capital sourcing, providing insights into potential regional risks and opportunities.

04—Continue

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