8-KRegulation FD

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

Filed August 14, 2026For Securities:BAM

Summary

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 trillion. 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% 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.

Key Highlights

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

Frequently Asked Questions

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.

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.

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.

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.