BAM · Brookfield Asset Management Ltd.

142 filings

BAM SEC Filings

Brookfield Asset Management Ltd. - 142 total filings

Filing record · 2022–202610-K410-Q58-K133

Showing 1–50 of 142 filings

Brookfield Asset Management Ltd. 8-K Report, Corporate Update (Oct 13, 2026)

Brookfield Asset Management Ltd. (BAM) filed an 8-K report on October 13, 2026, primarily to disclose the issuance of a press release. While the filing itself does not contain extensive financial details or operational updates, the attached press release (Exhibit 99.1) is the key piece of information for investors. Investors should review this press release for any significant announcements regarding the company's business, strategic initiatives, financial performance, or significant events that were deemed material enough to warrant immediate public disclosure. The report indicates that BAM is not an "emerging growth company" and therefore is not utilizing any extended transition periods for accounting standards. The core value of this 8-K lies in the content of the referenced press release, which would typically contain news that could impact BAM's stock price or investor outlook. Without the specific content of Exhibit 99.1, a deeper analysis is not possible, but the filing serves as notification that important information has been disseminated.

Oct 13, 2026 8-K

Brookfield Asset Management Ltd. 8-K Report, Corporate Update (Oct 1, 2026)

Brookfield Asset Management (BAM) furnished a press release under Item 8.01 announcing the final close of Oaktree's Asset-Backed Finance Fund ("ABF I") with $2 billion of commitments across the fund and related investment vehicles. The release says the close met the fund's target, and it names U.S. public pension plans and sovereign wealth funds among the institutional investors. Oaktree's ABF strategy provides flexible capital to originators in equipment leasing, transportation, consumer, real estate, and infrastructure. Oaktree has invested more than $19 billion across its broader ABF platform and works with hundreds of third-party originators. For investors, this is a fundraising milestone rather than a financial disclosure. The filing contains no financial statements, earnings, fee or carried-interest terms, fund-level return data, or disclosed fund target size, and BAM does not quantify any expected impact on its results. The release positions ABF I as complementary to Brookfield's broader asset-based finance platform, which it says exceeds $60 billion and spans specialty finance, residential non-qualified mortgages, aviation lending, music royalties, fund finance, and digital infrastructure leases. The release also highlights the integration of Oaktree into Brookfield's operations and the partnership between the two firms, which dates to 2019. Management frames the integration as improving sourcing and underwriting. Its forward-looking statements carry the standard risk caveats, and actual outcomes could differ materially.

Oct 1, 2026 8-K

Brookfield Asset Management Ltd. 8-K Report, Corporate Update (Oct 1, 2026)

On September 30, 2026, Brookfield Asset Management (BAM) issued a press release, furnished under Item 8.01 of this 8-K, announcing a new U.S.–Korea strategic framework agreement to deploy Westinghouse nuclear technology in the United States. The framework commits up to $120 billion of Korean investment to help finance construction of eight large reactors: six Westinghouse AP1000 units across three two-unit plants, and two Korean APR1400 units that incorporate Westinghouse technology. All reactors would be sited on U.S. federal sites designated by the government. For BAM, the announcement is positioned as the next step in the October 2025 partnership among the Department of Commerce, Westinghouse, and its shareholders Brookfield and Cameco, which aims to fund at least $80 billion of Westinghouse reactors on federal sites. The framework also provides for a cornerstone equity investment by Korea of 5% to 10% in Westinghouse, and gives Westinghouse an upfront payment, guaranteed scope of work on the reactors, and a fuel-fabrication services contract. The release separately references a $17.5 billion conditional DOE loan arrangement announced in June 2026 for long-lead items, which is distinct from this framework. Investors should weigh the strong strategic signal against the fact that all terms are explicitly non-binding and subject to final negotiations. The filing contains no quantified financial impact on BAM's earnings, balance sheet, or capital commitments, and the 8-K itself is a brief furnishing of a press release rather than a material definitive agreement. The near-term financial significance for BAM therefore depends on how the framework converts into binding contracts, the size and timing of Brookfield's own share of the funding, and the eventual value of its Westinghouse equity stake.

Oct 1, 2026 8-K

Brookfield Asset Management Ltd. 8-K Report, Regulation FD Disclosure (Sep 28, 2026)

On September 28, 2026, Brookfield Asset Management (BAM) filed an 8-K under Regulation FD announcing a change in how it presents Fee Revenues, Fee-Related Earnings (FRE) expense detail, and Fee-Bearing Capital (FBC), effective with its Q3 2026 results expected November 6, 2026. The change affects how BAM reports its partner managers: rather than netting its share of partner manager fee-related earnings, BAM will present its proportionate share of the partner managers' fee revenues and expenses on a gross basis. BAM will also include FBC tied to assets where partner managers earn servicing fees, so FBC better aligns with fee revenues. The company states this is a presentation change only and does not alter previously reported FRE or Distributable Earnings (DE). Exhibit 99.1 recasts results for Q3 2024 through Q2 2026 under the new presentation for comparability. The recast shows the impact is mainly on the top line and expense lines, not on profit. For the last twelve months ended Q2 2026, Fee Revenues rise to $6,144M from $5,822M under the old presentation (about $322M higher), and Direct Costs rise to $2,855M from $2,533M by the same amount, leaving FRE at $3,201M and DE at $2,837M unchanged. The reported FRE margin at BAM's share falls to 55% from 58% for the LTM period, and to 54% from 57% in Q2 2026, purely because of the larger revenue base. Credit fee-bearing capital is restated to $349B at Q2 2026 from $326B, with Private Credit within Long-Term Private Funds rising to $70B from $48B and Permanent Capital and Perpetual Strategies rising to $156B from $155B-equivalent level as recast. For investors, the key takeaway is that headline growth rates for fee revenues and FBC will look larger going forward, and FRE margins will look lower, even though per-share FRE and DE are identical under both presentations. Investors modeling BAM should update revenue and margin assumptions using the recast data and the Excel supplement on BAM's website, and should compare margin trends only on a consistent basis.

Sep 28, 2026 8-K

Brookfield Asset Management Ltd. 8-K Report, Corporate Update (Sep 16, 2026)

Brookfield Asset Management (BAM) filed an 8-K attaching a September 15, 2026 press release announcing that Brookfield, through its flagship private equity strategy, has agreed to acquire 100% of Reliance Worldwide Corporation (ASX: RWC), a global manufacturer of plumbing and heating solutions. The Reliance Board has unanimously recommended an all-cash offer of US$3.38 per share, implying an enterprise value of approximately US$2.8 billion. The deal is subject to shareholder, regulatory, and government approvals and is expected to close in Q1 2027. The filing does not state that BAM itself is the direct acquirer or quantify BAM's capital commitment. The press release says the investment will be funded through the Brookfield Capital Partners strategy and its affiliate Brookfield Business Corporation (NYSE/TSX: BBUC). Investors should therefore treat the disclosure as a notable industrial deal within Brookfield's private equity platform, with BAM's direct economic exposure, fee impact, and any consolidation effects still unclear from this document alone. The investment thesis centers on Reliance's leading position in push-to-connect (PTC) plumbing fittings, its opportunity to expand non-PTC products with existing retail and wholesale customers, and demand tailwinds from recurring replacement needs in aging housing stock. Key risks include the approval process, completion timing, and the usual uncertainties in forward-looking statements, which the release explicitly flags.

Sep 16, 2026 8-K

Brookfield Asset Management Ltd. 8-K Report, Corporate Update (Sep 14, 2026)

Brookfield Asset Management Ltd. (NYSE/TSX: BAM) furnished this Form 8-K under Item 8.01 (Other Events) to disclose a September 14, 2026 press release announcing its 2026 Investor Day. The release was issued jointly with Brookfield Corporation (NYSE/TSX: BN), and the filing contains no financial statements, earnings results, guidance, or material financial disclosures. The event is scheduled for Thursday, September 17, 2026, in New York. BAM's session runs from 12:45 to 2:45 p.m. ET, followed by Brookfield Corporation's session from 3:00 to 5:00 p.m. ET. Presentations and a live webcast will be available at www.brookfield.com/investorday and on each company's investor relations site, with replays offered afterward. For investors, this filing is primarily an event notice. Any substantive information about strategy, targets, capital deployment, or fundraising would come from the Investor Day presentations themselves, which are not included in this 8-K. Investors should review those materials directly rather than relying on this filing for performance or valuation inputs.

Sep 14, 2026 8-K

Brookfield Asset Management Ltd. 8-K Report, Corporate Update (Sep 8, 2026)

Brookfield Asset Management (BAM) furnished a Form 8-K on September 8, 2026 (Item 8.01, Other Events) attaching a press release announcing that the Nuclear Liabilities Fund (NLF), a UK ring-fenced fund responsible for decommissioning eight UK nuclear power stations, has selected Brookfield's Investment Solutions Group (ISG) to manage a long-term, multi-asset mandate with an initial commitment of $1 billion (c. £750 million). The filing does not include any financial statements, guidance, or quantified impact on BAM's own results, so the event is best characterized as a notable new institutional mandate win rather than a material financial disclosure. The mandate will be invested across Brookfield's infrastructure, energy, private equity, real estate and private credit strategies, using a mix of fund commitments, direct investments and co-investments. Management emphasizes a multi-decade horizon and a policy of reinvesting proceeds rather than routinely distributing them, which may translate into longer-duration, stickier capital if the relationship scales. ISG, which the release says is chaired by Howard Marks and led by Alper Daglioglu, is positioned as the vehicle for customized institutional solutions. For investors, the key takeaways are positive but modest in scale: $1 billion is small relative to Brookfield's reported platform of over $1 trillion in assets under management, and the release provides no fee terms, timing of deployment, or expected earnings contribution. The announcement is most useful as evidence of continued institutional demand for Brookfield's long-duration, real-asset-oriented offerings, with the commercial significance dependent on whether NLF's mandate expands over time.

Sep 8, 2026 8-K

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

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.

Aug 14, 2026 10-Q

Brookfield Asset Management Ltd. Quarterly Report for Q2 Ended Jun 30, 2026

Brookfield Asset Management Ltd. (BAM) reported strong financial performance for the six months ended June 30, 2026. Total revenues increased by 42% year-over-year to $3.1 billion, driven by significant growth across all segments, particularly in credit and infrastructure. Net income attributable to common stockholders rose to $1.5 billion, a 27% increase from the prior year period, reflecting robust fee generation and successful capital deployment. The company's Fee-Bearing Capital grew by 12% to $672 billion, underscoring its ability to attract and manage increasing amounts of client assets. This growth was fueled by strong inflows across all strategies, especially in credit, driven by insurance capital and partner manager contributions. Despite increased operating expenses and compensation costs to support business growth, BAM demonstrated effective cost management, resulting in a 40% increase in Segment Earnings for the credit segment and an overall 15% increase in Distributable Earnings.

Aug 10, 2026 8-K

Brookfield Asset Management Ltd. 8-K Report, Financial Results (Aug 6, 2026)

Brookfield Asset Management (NYSE/TSX: BAM) reported strong second-quarter 2026 results, with Fee-Related Earnings (FRE) of $808 million ($0.50 per share), up 20% year-over-year, and Distributable Earnings (DE) of $707 million ($0.44 per share), up 15%. Net income attributable to BAM rose to $904 million from $620 million, though the headline net income of $1,172 million was lifted by a $553 million carried interest income line, which is largely unrealized and excluded from DE until realized. Fee-bearing capital reached $672 billion, up 19% year-over-year, supported by $77 billion of quarterly fundraising, $163 billion over the trailing twelve months, and $149 billion of uncalled fund commitments. Capital deployment and monetization were also active, with $21 billion invested and $11 billion monetized in the quarter. Management highlighted the completed acquisition of the remainder of Oaktree in July, several AI infrastructure and energy partnerships, and a planned $3.0 billion acquisition of a North American energy storage business. Management expects its "best year ever," a forward-looking statement that should be weighed against the risks cited in the release. Balance sheet activity warrants attention. Corporate borrowings increased to $3.5 billion from $2.5 billion at year-end 2025, reflecting the Oaktree funding and $1.0 billion of new senior notes issued at coupons of 4.832% (five-year) and 5.298% (ten-year). Corporate liquidity was $3.1 billion at quarter-end. The board declared a quarterly dividend of $0.5025 per share, payable September 29, 2026. Note that all figures are unaudited, and FRE and DE are non-GAAP measures.

Aug 6, 2026 8-K

Brookfield Asset Management Ltd. 8-K Report, Acquisition Completed (Aug 3, 2026)

On July 31, 2026, Brookfield Asset Management Ltd. (BAM) and Brookfield Corporation (BN) completed the acquisition of the 26% interest in Oaktree that Brookfield did not already own, giving it 100% ownership of the credit manager. Total consideration was approximately $3.0 billion, paid in a mix of cash and BN and BAM shares. The filing does not break out the cash and share components, the per-share terms, or the expected financial impact on BAM's earnings or balance sheet. The press release attached as Exhibit 99.1 frames the deal as a strategic step in a partnership that began in 2019. It says the acquisition brings Oaktree's opportunistic credit, real asset credit, asset-backed finance and corporate performing credit capabilities into Brookfield's credit business, which the release describes as now managing a $365 billion credit platform. The release also states that the U.S. has become BAM's largest market, with over 60% of its employees and nearly half of its revenue. Howard Marks becomes Co-Chair of Oaktree, and Bruce Karsh is also named Co-Chair while continuing as Oaktree's Chief Investment Officer. For investors, the key items are the full ownership of a large credit franchise, the leadership continuity signaled by the Co-Chair appointments, and the increased weight of U.S. operations. The 8-K itself is a completion notice and gives limited quantitative detail, so investors will need the company's subsequent reports for accretion, dilution, share issuance and integration figures.

Aug 3, 2026 8-K

Brookfield Asset Management Ltd. 8-K Report, Corporate Update (Jul 27, 2026)

Brookfield Asset Management (BAM) filed this 8-K under Item 8.01 (Other Events) to furnish a press release jointly issued with NAVER and NVIDIA. The release announces a proposed expansion of the NVIDIA DSX AI factory at NAVER's GAK Sejong hyperscale data center in Sejong, South Korea, from 55 megawatts to 200 megawatts by 2028. NAVER intends to grow its NVIDIA AI infrastructure to 1 gigawatt over the longer term. The filing is a press release, not a financial statement, and contains no audited figures, earnings impact, or quantified return expectations for BAM. For BAM investors, the key item is a planned commitment for Brookfield to fund up to $9 billion toward the AI infrastructure build-out. NVIDIA would invest $1 billion into NAVER Corp., and NAVER would fund the remainder of the project. The release does not specify the form of Brookfield's funding (equity, debt, or a mix), the ownership split, the expected timing of deployment, the target returns, or whether the commitment is binding. It describes the investment as "planned" and the NVIDIA investment as subject to customary closing conditions, so the Brookfield commitment should be treated as preliminary until further disclosure. Strategically, the announcement reinforces BAM's positioning in AI infrastructure, which the release says covers about $100 billion of assets under management across data centers, compute, semiconductor manufacturing and dedicated power generation. It also deepens BAM's partnership with NVIDIA, a founding partner of the Brookfield Global AI Infrastructure Program, and builds on BAM's presence in Korea since 2014. Investors should weigh the strategic upside against execution risk, counterparty concentration with NAVER and NVIDIA, sovereign-AI demand assumptions, and the lack of quantified financial terms.

Jul 27, 2026 8-K

Brookfield Asset Management Ltd. 8-K Report, Corporate Update (Jul 23, 2026)

On July 22, 2026, Brookfield Asset Management (BAM) announced an agreement to acquire Aypa Power, North America's largest standalone battery energy storage system (BESS) developer, from funds managed by Blackstone Energy Transition Partners. The deal carries an enterprise value of approximately $7 billion at closing, implying an equity value of $3 billion. Aypa's platform comprises roughly 6.5 GW of operating, under-construction and contracted storage capacity, a development pipeline exceeding 20 GW, and about 200 employees. The operating and under-construction portfolio is reported as 95% contracted with investment-grade counterparties, with an average remaining contract life of 17 years. For investors, the transaction is significant because it gives Brookfield a scaled foothold in the North American storage market, a segment tied to grid reliability and rising electricity demand from AI and other large loads. The acquisition is being pursued through the second vintage of Brookfield's flagship global transition strategy, alongside institutional partners including Brookfield Renewable Partners. The filing indicates that BAM's own capital commitment is not specified in this 8-K, and the press release does not disclose purchase price allocation, expected closing timing, or the expected financial contribution to BAM's results. The equity value of $3 billion versus the $7 billion enterprise value suggests substantial project-level debt sits alongside the equity. The transaction is subject to customary regulatory approvals. The 8-K itself is a brief Item 8.01 (Other Events) filing that incorporates the press release by reference, so the key details are disclosed in Exhibit 99.1 rather than in a formal financial statement. Investors should monitor future filings for closing timing, financing structure, the size of BAM's and Brookfield Renewable's respective equity commitments, and any disclosure of expected returns or earnings impact.

Jul 23, 2026 8-K

Brookfield Asset Management Ltd. 8-K Report, Corporate Update (Jul 6, 2026)

Brookfield Asset Management Ltd. (BAM) has filed an 8-K report on July 6, 2026, primarily to disclose the issuance of a press release. While the content of the press release is not provided in the 8-K itself, its inclusion as Exhibit 99.1 suggests it contains information deemed material by the company that warrants public disclosure. Investors should refer to the referenced press release for details on the specific "Other Events" that occurred on this date. The filing also includes the standard cover page interactive data file.

Jul 6, 2026 8-K

Brookfield Asset Management Ltd. 8-K Report, Corporate Update (Jun 23, 2026)

Brookfield Asset Management (NYSE: BAM) disclosed in an 8-K, via a press release dated June 23, 2026, that the U.S. Department of Energy's Office of Energy Dominance Financing has conditionally committed $17.5 billion in loan facilities to support long-lead equipment for up to 10 Westinghouse AP1000 nuclear reactors in the United States. Westinghouse is jointly owned by Brookfield and its institutional partners (51%) and Cameco Corporation (49%). The filing is a press release furnished under Item 8.01 rather than a reported financial result, and it contains no financial statements or quantified impact on BAM's earnings, cash flows, or balance sheet. The financing is designed to let eligible utility and energy company partners, who would own the projects, buy long-lead items. The stated aim is to accelerate construction and commercial operation of Westinghouse reactors by up to three years and to have 10 reactors under construction by 2030. DOE may make up to five loans, each supporting two reactors. Management characterizes the package as a catalyst for the domestic nuclear supply chain and a source of baseload power for decades. For investors, the key point is that this is a conditional commitment, not a closed or funded loan. Westinghouse, its owners, and its partners must still satisfy technical, legal, environmental, and financial conditions before DOE enters definitive financing documents and funds the loans. The filing does not disclose BAM's share of economic exposure, the loan terms, timing of funding, or expected returns, so the financial significance to BAM cannot yet be assessed from this document.

Jun 23, 2026 8-K

Brookfield Asset Management Ltd. 8-K Report, Corporate Update (Jun 9, 2026)

Brookfield Asset Management (BAM) disclosed under Item 8.01 (Other Events) that it has formed a joint venture with Mitsubishi HC Capital to launch a privately held European renewable energy company. The JV will acquire and operate a seed portfolio of about 570 MW of contracted, operating renewable assets across the U.K., Spain, Sweden, Finland, France and Ireland, with an equity value of roughly EUR 400 million. The assets carry long-term power purchase agreements with a weighted average remaining term of about 10 years, which supports stable, predictable cash flows. The JV is jointly controlled by the two partners. Brookfield will run day-to-day operations through an appointed management team. Future acquisitions in Europe and Australia, focused on onshore wind, utility-scale solar and battery storage, will require approval from both partners and be funded pro rata. The launch is subject to regulatory approvals and customary closing conditions and is expected in the second half of 2026. The filing contains no disclosure of Brookfield's capital commitment, ownership percentage, fee arrangements, or expected earnings impact. Its direct financial significance to BAM appears modest relative to the firm's more than $1 trillion in assets under management. Investors should view it mainly as an indicator of continued expansion of Brookfield's energy strategy and its fee-earning platform, and should await further detail on economics and capital deployment.

Jun 9, 2026 8-K

Brookfield Asset Management Ltd. 8-K Report, Corporate Update (May 11, 2026)

On May 11, 2026, Brookfield Asset Management Ltd. (BAM) filed an 8-K under Item 8.01 (Other Events) attaching a press release announcing that Brookfield has agreed to invest $500 million in The OpenAI Deployment Company, a newly formed AI deployment platform created with OpenAI and a group of global investors. The platform is designed to help large enterprises move AI from pilot projects to scaled, enterprise-wide deployment. The filing describes this as an operational value-creation initiative rather than a financial-performance disclosure, and it contains no quantitative guidance, earnings impact, or financial statements. Brookfield Business Corporation (BBUC), the listed flagship vehicle of Brookfield's private equity business, will lead the investment. Brookfield expects to use the platform's capabilities across its operating companies and investment platform to improve productivity, decision-making, and efficiency. Management frames the deal as an execution step toward scaling AI across its portfolio, citing productivity gains already observed in its portfolio companies. The filing does not disclose the funding source, BAM's direct versus BBUC's share of the commitment, expected returns, closing conditions, or timing. For investors, the $500 million commitment is modest relative to BAM's reported scale of over $1 trillion in assets under management, so the near-term financial impact appears limited. The more relevant considerations are the strategic positioning in AI-driven operational improvement and whether the platform generates economic returns or fee income. The press release also contains a forward-looking statement referring to 'Sweden's AI infrastructure,' which does not match the rest of the release. This inconsistency should be clarified with the company.

May 11, 2026 8-K

Brookfield Asset Management Ltd. 8-K Report, Shareholder Vote Results (May 8, 2026)

Brookfield Asset Management Ltd. (NYSE, TSX: BAM) held its 2026 Annual and Special Meeting of Shareholders on May 7, 2026, and all 12 management-nominated directors were elected to serve until the next annual meeting. Every director received support above 97.9% of votes cast, with Cyrus Madon (97.92%), Bruce Flatt (98.27%), and Bruce Karsh (98.20%) drawing the most withheld votes. Shareholders also reappointed Deloitte LLP as external auditor with 99.96% support, approved the advisory say-on-pay resolution with 99.36% support among Class A holders, and approved a new Management Share Option Plan and amendments to the Escrowed Stock Plan with roughly 99.5% support each. The filing is a governance and shareholder-process report. It contains no financial statements, earnings, guidance, or operating metrics. The strong, broadly uniform approval levels suggest limited shareholder opposition to board composition, auditor selection, or equity compensation structures as described in the March 23, 2026 Management Information Circular. The one notable structural detail is that the say-on-pay vote was approved by Class A holders only, consistent with the voting framework described in the filing. For investors, the main takeaways are that governance continuity is intact, the board's composition is unchanged in the sense that all nominees were re-elected, and the new equity incentive plan was approved with minimal dissent. Investors looking for performance-related information should refer to BAM's quarterly and annual reports rather than this filing.

May 8, 2026 8-K

Brookfield Asset Management Ltd. 8-K Report, Financial Results (May 8, 2026)

Brookfield Asset Management (BAM) reported first-quarter 2026 results that show growth in its core fee-earning business. Fee-related earnings (FRE) rose 11% year-over-year to $772 million ($0.48 per share), and trailing twelve-month FRE rose 18% to $3.1 billion. Distributable earnings (DE) were $702 million ($0.43 per share) for the quarter, up 7%, and $2.7 billion over the last twelve months, up 11%. Net income attributable to BAM was $617 million, or $0.38 per share. Fee-bearing capital reached $614 billion, up 12% year-over-year, and the company raised $21 billion in the quarter and $67 billion year-to-date, including the Just Group mandate and the initial close of its private equity flagship fund. Management expects 2026 growth to exceed its long-term targets, citing the Oaktree integration, the Just Group insurance mandate (about $40 billion of additional fee-bearing capital, initially generating roughly $100 million of annual base fees), and flagship infrastructure and private equity funds that are expected to be their largest vintages. Capital deployment was $34 billion and monetizations were $8 billion in the quarter. BAM also repurchased $375 million of its shares in the quarter, bringing year-to-date buybacks to $575 million, and declared a quarterly dividend of $0.5025 per share. The balance sheet shows some pressure alongside the growth. Corporate liquidity was $2.5 billion at quarter-end, down from $1.6 billion in cash at December 31, 2025 to $1.0 billion in cash and equivalents at March 31, 2026, and total equity declined to $8.6 billion from $8.9 billion. Subsequent to quarter-end, BAM issued $1.0 billion of senior notes and established a $1.0 billion commercial paper program. The financial statements are unaudited and the release is non-GAAP heavy, so investors should weigh FRE and DE against GAAP net income and review the full supplemental materials.

May 8, 2026 10-Q

Brookfield Asset Management Ltd. Quarterly Report for Q1 Ended Mar 31, 2026

Brookfield Asset Management Ltd. (BAM) reported a strong first quarter for 2026, with total revenues increasing by 24% year-over-year to $1.34 billion. This growth was primarily driven by a significant increase in "Other Revenues," largely due to higher recoveries of compensation costs from BN, and a notable rise in investment income, particularly from unrealized carried interest allocations. Net income attributable to common stockholders reached $617 million, a 6% increase from the prior year's quarter, reflecting improved operational performance. The company's Fee-Bearing Capital also saw a healthy increase to $613.8 billion, up 2% from the previous quarter, indicating continued growth in assets under management across its diverse strategies. The Credit segment remains the largest contributor to Fee-Bearing Capital, followed by Real Estate and Infrastructure. Despite increased expenses, particularly in compensation and benefits, BAM demonstrated robust profitability and maintained a strong liquidity position with $2.5 billion in deployable capital at quarter-end.

May 8, 2026 8-K

Brookfield Asset Management Ltd. 8-K Report, Corporate Update (May 6, 2026)

Brookfield Asset Management (NYSE/TSX: BAM) furnished an 8-K on May 6, 2026 announcing the completion of its acquisition of Peakstone Realty Trust (NYSE: PKST) through a Brookfield affiliate, in an all-cash transaction valued at approximately $1.2 billion. Peakstone shareholders received $21.00 per share in cash, and PKST shares have ceased trading on the NYSE, making the company privately held. The deal adds a portfolio of more than 70 industrial assets, spanning industrial outdoor storage (IOS) and traditional industrial properties, to Brookfield's global logistics platform. Brookfield describes the sector as supported by durable demand drivers and limited institutional ownership. The combined platform is described as covering more than 160 million square feet across over 800 properties in 19 countries. Management, through Brookfield Real Estate CEO Lowell Baron, says it sees opportunities to enhance value by applying Brookfield's operating expertise and capital. For investors, the filing is a press release on a completed transaction rather than a financial disclosure. It contains no reported purchase accounting, financing details, pro forma results, or quantified synergy targets, so the financial impact on BAM's earnings or balance sheet cannot be assessed from this document alone. The announcement is modest in size relative to Brookfield's reported scale of over $1 trillion in assets under management, and it reinforces the firm's strategic push into industrial real estate and IOS.

May 6, 2026 8-K

Brookfield Asset Management Ltd. 8-K Report, Material Agreement (Apr 17, 2026)

Brookfield Asset Management Ltd. (BAM) has filed an 8-K report detailing the successful completion of a significant debt offering, raising a total of US$1 billion through the issuance of senior notes. This offering comprises US$550 million in 4.832% senior notes due 2031 and US$450 million in 5.298% senior notes due 2036. The new notes have been issued under an established Indenture, with the 2036 notes being part of an existing series, enhancing liquidity and fungibility. This debt issuance represents a strategic move by BAM to secure long-term financing at fixed interest rates. The company has outlined redemption provisions for both series of notes, including "make-whole" redemption options prior to maturity and a standard redemption at par plus accrued interest closer to maturity. Furthermore, the Indenture includes covenants that restrict BAM's ability to incur liens and mandate an offer to repurchase the notes in the event of certain change of control scenarios, offering investors a degree of protection.

Apr 17, 2026 8-K

Brookfield Asset Management Ltd. 8-K Report, Corporate Update (Apr 16, 2026)

On April 14, 2026, Brookfield Asset Management Ltd. (BAM) priced a US$1.0 billion senior unsecured notes offering under its shelf registration (File No. 333-293350), consisting of a new US$550 million tranche of 4.832% notes due April 15, 2031 and a US$450 million re-opening of its 5.298% notes due January 15, 2036. The offering is expected to close on April 17, 2026. The 2036 notes are fungible with the US$400 million originally issued November 18, 2025, bringing that series to US$850 million outstanding. The filing states the net proceeds will be used for general corporate purposes, and the filing does not disclose any specific acquisition or refinancing target. For investors, the transaction is a routine debt financing that extends BAM's maturity profile and adds liquidity. The 2031 notes priced at par with a 95 basis point spread to the benchmark Treasury, while the 2036 re-opening priced at 98.962% plus accrued interest, implying a 5.434% yield. The 2036 yield is about 117 basis points over the benchmark Treasury. Notes include standard investment-grade-style protections such as a change-of-control put at 101%, a negative pledge, and restrictions on consolidation, merger, and asset sales. Underwriting commissions are 0.600% on the 2031 notes and 0.650% on the 2036 re-opening, or roughly US$6.2 million in total. The filing also reveals that Brookfield Securities LLC, an affiliate of the issuer, is an underwriter and therefore has a FINRA Rule 5121 conflict of interest, which requires the customary account-approval safeguard. Ratings are redacted in the filing, and the 8-K does not disclose the issuer's financial results or any change in operations. Investors should treat this as a capital-structure and liquidity event rather than a signal of a material change in the company's financial condition.

Apr 16, 2026 8-K

Brookfield Asset Management Ltd. 8-K Report, Corporate Update (Apr 15, 2026)

Brookfield Asset Management Ltd. (BAM) announced on April 14, 2026 a US$1.0 billion senior unsecured notes offering, disclosed in this Form 8-K, consisting of two tranches. The first is a new US$550 million series of 4.832% senior notes due April 15, 2031, priced at par (100.000%). The second is a US$450 million re-opening of its existing 5.298% senior notes due January 15, 2036, priced at 98.962% of principal plus accrued interest from November 18, 2025, for a yield of 5.434%. After the re-opening, the 2036 series will total US$850 million outstanding, up from US$400 million. The filing is largely procedural. It incorporates the preliminary and final Canadian term sheets (Exhibits 99.1 and 99.2) and updates the Registration Statement on Form F-3 (File No. 333-293350). The notes are SEC-registered and will settle on April 17, 2026 (T+3). Net proceeds are earmarked for general corporate purposes, and BAM does not specify particular uses such as acquisitions or debt repayment. The filing does not include quarterly or annual financial statements, so it provides no direct information on BAM's operating results, leverage, or liquidity beyond the debt raise itself. For investors, the key points are the pricing and the 2036 discount. The 2031 notes priced at par with a 4.832% coupon, and the 2036 re-opening was priced at a discount, implying a yield about 14 basis points above the 5.298% coupon of the existing tranche, reflecting prevailing market rates at pricing. Both tranches carry standard protections: a 101% change-of-control put, a negative pledge, and restrictions on consolidation, merger and sale of substantially all assets. The 2031 notes include a make-whole call at Treasury plus 15 basis points, and both tranches become callable at par in the final period before maturity. The preliminary term sheet indicated that some notes could be sold to affiliates of Brookfield Wealth Solutions Ltd. and other institutional investors at the public offering price with no underwriting discount.

Apr 15, 2026 8-K

Brookfield Asset Management Ltd. 8-K Report, Corporate Update (Apr 14, 2026)

On April 14, 2026, Brookfield Asset Management Ltd. (BAM) priced a debt offering totaling about $1.0 billion, furnished under Item 8.01 of Form 8-K as Exhibit 99.1. The offering has two parts: $550 million of senior notes due 2031 bearing a 4.832% coupon, and a $450 million re-opening of its 5.298% notes due 2036. The re-opened notes are fungible with the $400 million of 5.298% notes due 2036 issued on November 18, 2025, bringing that series to $850 million outstanding. The re-opened tranche was priced at 98.962% of par plus accrued interest from November 18, 2025, for an effective yield of 5.434% if held to maturity. The offering is expected to close on April 17, 2026, subject to customary conditions. The filing is a pricing announcement and contains no financial statements, earnings, or operating metrics. Its disclosure is limited to the securities' key terms and the stated use of proceeds, which are general corporate purposes. The release does not specify the issue price, maturity date, or yield for the 2031 notes, so investors would need the prospectus supplement for those terms. The 2036 re-opening's yield of roughly 5.43% can be read as a reference point for BAM's current cost of longer-dated unsecured debt, while the 2031 coupon of 4.832% indicates the shorter tenor priced at a lower rate. For investors, the event is a routine financing step that adds to BAM's debt capital base and extends its maturity profile without any stated change to operations, guidance, or capital allocation. The main points to monitor are the eventual closing on April 17, 2026, and the terms set out in the prospectus supplement. The press release also contains a blank Form reference in its registration statement language, so the full prospectus supplement should be checked for the exact registration details.

Apr 14, 2026 8-K

Brookfield Asset Management Ltd. 8-K Report, Corporate Update (Apr 8, 2026)

Brookfield Asset Management Ltd. (BAM) filed an 8-K on April 8, 2026, primarily to announce the issuance of a press release. While the content of the press release is not detailed in this filing, it is incorporated by reference as Exhibit 99.1. Investors should review this attached press release for the specific information being communicated by BAM on this date. Given that this 8-K does not contain substantive financial or operational updates within the filing itself, the key takeaways for investors will entirely depend on the content of the referenced press release. Potential areas of interest could include strategic initiatives, significant transactions, market outlooks, or any other material developments that BAM deemed important enough to disclose through a press release.

Apr 8, 2026 8-K

Brookfield Asset Management Ltd. 8-K Report, Corporate Update (Apr 2, 2026)

Brookfield Asset Management Ltd. (BAM) filed this Form 8-K on April 2, 2026 under Item 8.01 (Other Events) to furnish its Notice of Annual and Special Meeting of Shareholders and Management Information Circular, both dated March 23, 2026, plus the form of proxy for Class A Limited Voting Shares. The filing is administrative in nature: it contains no new financial results, no material transactions, and no change in financial condition. The meeting is scheduled for May 7, 2026 in New York, with a record date of March 10, 2026 and a proxy deadline of 5:00 p.m. (New York time) on May 5, 2026. The agenda has six items: receipt of the 2025 financial statements, election of 12 directors, reappointment of Deloitte LLP as auditor, an advisory say-on-pay vote, approval of a new 2026 Management Share Option Plan (up to 20 million Class A Shares, about 1.22% of outstanding), and an amendment to the Escrowed Stock Plan that raises its ceiling from 11 million to 15 million shares. The circular states that the escrowed plan increase is designed to be non-dilutive, since newly issued shares are offset by cancellations. Brookfield Corporation (BN) controls about 69% of the Class A shares, so the management and affiliated slate is effectively assured of passage, and every proposal carries a board recommendation of FOR. For investors, the materials are most useful for governance and compensation context. Key points include the 2025 say-on-pay approval of 99.1%, the board's seven independent directors out of twelve nominees, and the 2025 record results the chair highlighted: $112 billion raised, $66 billion deployed, fee-bearing capital of $603 billion (up 12%), fee-related earnings of $3.0 billion (up 22%), and distributable earnings of $2.7 billion (up 14%). The letter also notes a 15% dividend increase to $2.01 per share annualized, and it describes the pending Oaktree remaining-stake acquisition and the Just Group deal. These figures come from the chair's letter, not from the 8-K's own financial statements.

Apr 2, 2026 8-K

Brookfield Asset Management Ltd. 8-K Report, Corporate Update (Mar 25, 2026)

On March 25, 2026, Brookfield Asset Management (BAM) furnished a press release announcing a definitive arrangement agreement under which Brookfield, alongside La Caisse, will acquire all outstanding Class A common shares of Boralex Inc. (TSX: BLX) for C$37.25 per share in cash. The price is a 31.8% premium to the March 20, 2026 TSX close and a 36.4% premium to the 30-day VWAP, and implies an equity value of about C$3.8 billion and a total enterprise value of about C$9.0 billion (C$9.7 billion on a Combined basis, including project-level debt). Brookfield's disclosed role is to acquire roughly 70% of the company through its flagship infrastructure strategy, with Brookfield Renewable Partners participating. La Caisse, Boralex's largest shareholder at about 15%, will increase its stake to 30%. The filing does not state BAM's own balance-sheet commitment, so the direct capital impact on BAM is not quantified here. For Boralex, the transaction offers shareholders immediate, all-cash liquidity. The Special Committee's independent valuator, Desjardins, values the shares at C$33 to C$38, and the Board unanimously recommends approval. Shareholder approval requires two-thirds of votes cast and a majority of the minority, excluding La Caisse and other MI 61-101 excluded shares. Voting support agreements cover about 15.4% of shares. Deal protections include a C$115 million termination fee payable by Boralex and a C$172 million reverse termination fee payable to Boralex in certain circumstances. Closing is expected by Q4 2026, subject to shareholder, court, and key regulatory approvals, with no financing condition. For investors, the key points are the valuation (13x 2026E consensus EBITDA on Combined enterprise value), the scale of the ~3,800 MW operating portfolio with over 90% contracted for an average of about 10 years, and the ~1,600 MW advanced-stage pipeline. The filing frames the deal as a platform for accelerated development and asset recycling. Risks include regulatory and shareholder approval, deal completion timing, and the uncertainty that the press release itself flags. Boralex would be delisted from the TSX and cease to be a reporting issuer after closing.

Mar 25, 2026 8-K

Brookfield Asset Management Ltd. 8-K Report, Corporate Update (Mar 3, 2026)

On March 3, 2026, Brookfield Asset Management (BAM) announced, alongside British Columbia Investment Management Corporation (BCI) and Norges Bank Investment Management (NBIM), the launch of Northview Energy, a privately held renewable energy company that will acquire and own contracted operating solar and onshore wind assets in the U.S. and Canada. The three investors will equally fund and own the platform. Its seed portfolio comprises 22 newly operational utility-scale solar and onshore wind assets, about 2.3 GW of capacity across six U.S. power markets, backed by investment-grade offtakers under long-term PPAs with a weighted average remaining term of roughly 16 years. The assets come from Brookfield-managed businesses Deriva Energy, Scout Clean Energy and Urban Grid, so Brookfield is both a sponsor of the vehicle and a seller of the seed assets. TD Securities acted as Brookfield's exclusive financial advisor on that sale. Northview has also signed a Framework Agreement for future acquisitions from Brookfield-managed portfolios in the U.S. and Canada, representing up to $1.5 billion of equity capital. Future deals require prior approval from all three investors, and each contributes pro rata to funding. The filing is a press release furnished under Item 8.01, so it does not contain purchase prices, BAM's capital commitment in dollars, or the financial impact on BAM's results. The launch is subject to regulatory approvals and customary closing conditions and is expected in Q2 2026. For investors, the announcement is strategically positive for BAM's renewable power and transition franchise: it adds third-party institutional capital, supports asset recycling and fee-generating growth, and points to a repeatable pipeline of contracted assets. The main items to monitor are the undisclosed seed valuation and related-party pricing, the scale of BAM's eventual equity contribution, and whether Northview's pipeline is executed at attractive returns.

Mar 3, 2026 8-K

Brookfield Asset Management Ltd. 8-K Report, Corporate Update (Mar 3, 2026)

Brookfield Asset Management Ltd. (NYSE/TSX: BAM) filed a Form 8-K on March 3, 2026 under Item 8.01 (Other Events), attaching a press release announcing that it has established a private-placement commercial paper program with a maximum aggregate amount outstanding of $1 billion at any time. The filing is an announcement of a financing facility rather than a reported financial result, so it contains no revenue, earnings, cash flow, or balance sheet figures. Management says the program is intended to further diversify and strengthen Brookfield's balance sheet by adding another source of short-term capital, with proceeds to be used for general corporate purposes. The notes are unregistered under the Securities Act of 1933 and are not offered publicly; the release is issued under Rule 135c, which means it is not itself an offer to sell notes. The company does not disclose issuance amounts, maturities, pricing, dealer arrangements, or whether any notes have been issued yet. For investors, the announcement is incremental: a $1 billion short-term funding line is modest relative to an alternative asset manager with over $1 trillion of AUM, and the key open questions are how much will actually be drawn, the cost relative to other short-term funding, and how the program fits within the company's overall leverage and liquidity profile. Investors should look to future filings and disclosures for issuance details.

Mar 3, 2026 10-K

Brookfield Asset Management Ltd. Annual Report, Year Ended Dec 31, 2025

Brookfield Asset Management Ltd. (BAM) reported strong financial performance for the fiscal year ending December 31, 2025, with total revenues increasing by 21% to $4.8 billion and net income reaching $2.4 billion. This growth was primarily driven by a 14% increase in base management and advisory fees, supported by significant fundraising across various flagship and complementary funds, particularly in infrastructure, renewable power, and credit strategies. The company also saw a substantial rise in incentive fees and a notable increase in unrealized carried interest allocations, reflecting the positive performance of its investments. Strategically, BAM continued to expand its Fee-Bearing Capital to $603 billion, an increase of 12%, with 87% of this capital being long-dated or perpetual, providing revenue stability. Key initiatives in 2025 included strategic acquisitions like Angel Oak and significant investments in AI infrastructure, particularly in France and Sweden. Furthermore, the company announced a proposed transaction to acquire the remaining 26% interest in Oaktree, expected to close in the first half of 2026, which will further solidify its credit platform. BAM also declared a quarterly dividend of $0.5025 per share, a 15% increase year-over-year, underscoring its commitment to returning capital to shareholders.

Mar 2, 2026 8-K

Brookfield Asset Management Ltd. 8-K Report, Financial Results (Feb 4, 2026)

Brookfield Asset Management (BAM) reported record fourth-quarter and full-year 2025 results, with fee-related earnings (FRE) of $867 million ($0.53 per share) in the quarter, up 28% year-over-year, and $2.995 billion ($1.84 per share) for the year, up 22%. Quarterly distributable earnings (DE) were $767 million ($0.47 per share), up 18%, and full-year DE was $2.7 billion ($1.65 per share), up 14%. Fee-bearing capital reached $603 billion, up 12% year-over-year, supported by record quarterly fundraising of $35 billion and $112 billion for the full year. Management also highlighted $66 billion of capital deployed in 2025 and nearly $80 billion of monetizations, realizing $50 billion of equity value. The company declared a 15% quarterly dividend increase to $0.5025 per share, payable March 31, 2026. Leadership changed as well: Connor Teskey was appointed Chief Executive Officer effective February 3, 2026, succeeding Bruce Flatt, who remains Chair of the Board and CEO of Brookfield Corporation. Bruce Karsh joined the Board, replacing William Powell. The filing describes the change as the next step in a succession process begun four years ago. Balance sheet items show corporate borrowings of $2.5 billion at year-end 2025, versus none a year earlier, reflecting the $1.0 billion of senior notes issued in November and other financing. Corporate liquidity was $3.0 billion, and uncalled fund commitments totaled $134 billion. Investors should note that the reported figures are unaudited, and the results include strategic moves such as the pending acquisition of the remaining 26% of Oaktree for approximately $3.0 billion, expected to close in the first half of 2026, and the $100 billion AI infrastructure program. Growth is strong, but the company's results depend on continued fundraising, deployment, and monetization activity, and the filing's forward-looking statements carry the usual risks.

Feb 4, 2026 8-K

Brookfield Asset Management Ltd. 8-K Report, Corporate Update (Jan 9, 2026)

Brookfield Asset Management Ltd. (NYSE/TSX: BAM) announced on January 9, 2026 that it received regulatory approval to renew its normal course issuer bid (NCIB). The renewed program authorizes purchases of up to 36,946,177 Class A Limited Voting Shares, about 10% of the public float of 369,461,770 shares as of December 31, 2025. The bid runs from January 13, 2026 to January 12, 2027, or until purchases are completed earlier. The company describes the program as an option to retain flexibility to buy back shares when this aligns with its investment and capital allocation strategies, so it does not commit BAM to any specific level of repurchases. The renewal follows a prior bid that expired January 12, 2026. Under that program, BAM had approved purchases of 37,123,295 shares and had bought 6,548,561 shares (about 17.6% of the authorization) as of December 31, 2025, at a weighted average price of US$54.14 per share. Using that average price, the shares bought so far represent roughly US$355 million of repurchases; this figure is our calculation and is not stated in the filing. The company also entered an automatic purchase plan, which allows purchases during periods when BAM would otherwise be restricted, such as its internal trading blackout windows, subject to set trading parameters. For investors, the key points are the scale of potential buybacks, which could reduce the share count by up to about 2.3% of the 1.64 billion shares outstanding, and the capital allocation signal that management sees value in its own shares. Repurchased shares will either be cancelled or be purchased by a non-independent trustee to satisfy long-term incentive plan obligations, which affects dilution and share count management. Investors should note that actual repurchases are discretionary and may fall well short of the authorized maximum.

Jan 9, 2026 8-K

Brookfield Asset Management Ltd. 8-K Report, Corporate Update (Jan 8, 2026)

This Form 8-K, filed January 8, 2026, is an administrative disclosure under Item 8.01 (Other Events). It attaches a press release (Exhibit 99.1) announcing that Brookfield Asset Management Ltd. (NYSE/TSX: BAM) will host its fourth quarter and full year 2025 results conference call and webcast on Wednesday, February 4, 2026, at 10:00 a.m. ET. Results are scheduled for release before 7:00 a.m. ET that morning on the company's website. The filing contains no financial results, guidance, balance sheet data, fundraising figures, or material transaction details. Investors should not draw conclusions about 2025 performance from this document. The only substantive information is the timing of the earnings release and the call, which marks the date when full-year 2025 results and management commentary will become available. The press release describes BAM as a global alternative asset manager with over $1 trillion in assets under management across infrastructure, renewable power and transition, private equity, real estate, and credit. This is a boilerplate description and does not indicate any change in business or strategy.

Jan 8, 2026 8-K

Brookfield Asset Management Ltd. 8-K Report, Corporate Update (Dec 16, 2025)

Brookfield Asset Management (BAM) filed a Form 8-K on December 16, 2025 under Item 8.01 (Other Events), furnishing as Exhibit 99.1 a press release containing its 2026 Investment Outlook. This is a thematic market commentary rather than a financial disclosure: the filing contains no earnings, revenue, cash flow, guidance on company financial metrics, or material transaction information, and it does not report any change to the company's operations, leadership, or capital structure. Investors should treat it as a strategic and market-positioning communication from management. The outlook centers on four structural themes. In infrastructure, management describes a multi-decade "supercycle" driven by digitalization, decarbonization and deglobalization, with AI-related compute demand pulling through power and supporting infrastructure. In renewable power and transition, BAM argues that electricity demand is outpacing supply and advocates an "any-and-all" approach spanning renewables, storage, nuclear and natural gas. Private equity leadership expects buyout activity to accelerate as interest rates normalize and emphasizes operational transformation over financial engineering. Real estate and credit commentary points to normalizing financing markets and renewed liquidity, with selectivity and asset quality becoming more important. For investors, the release signals management's positioning for 2026 deployment: a focus on power-linked infrastructure, operational value creation in private equity and real estate, and disciplined underwriting in credit. The forward-looking statements carry standard risk caveats, and the outlook is qualitative, so it should be weighed against BAM's subsequent financial results and fundraising or deployment data rather than read as a forecast of company performance.

Dec 16, 2025 8-K

Brookfield Asset Management Ltd. 8-K Report, Corporate Update (Dec 9, 2025)

Brookfield Asset Management (BAM) furnished an 8-K on December 9, 2025 attaching a press release announcing a strategic partnership with Qai, Qatar's AI company and a subsidiary of the Qatar Investment Authority (QIA), to establish a $20 billion joint venture focused on AI infrastructure in Qatar and select international markets. The filing is an Item 8.01 (Other Events) disclosure, so it is informational rather than a financial-results or capital-structure event. The press release does not disclose Brookfield's specific equity commitment, the split of the $20 billion among partners, the timeline, or expected returns, so investors cannot yet measure the direct earnings or balance-sheet impact. The strategic significance lies in positioning. The JV will be a cornerstone of Brookfield's global AI infrastructure program, which targets mobilizing up to $100 billion of total investment globally. Brookfield and its partners plan to invest through the recently launched Brookfield Artificial Intelligence Infrastructure Fund (BAIIF), which implies that a large portion of the capital may come from third-party fund investors rather than Brookfield's own balance sheet. That structure matters for fee-earning fund management income and carried interest, but also means that the realized economics depend on fundraising success and deployment. The announcement also carries sovereign-partnership and geographic significance, as it is Brookfield's inaugural AI infrastructure investment in the Middle East and is tied to Qatar's National Vision 2030. Investors should watch for subsequent disclosure on fund commitments, project pipeline, capital deployment pace, and any international expansion, and should note that the forward-looking language in the release carries the standard risks of execution, regulatory approvals, and market conditions.

Dec 9, 2025 8-K

Brookfield Asset Management Ltd. 8-K Report, Corporate Update (Nov 26, 2025)

This 8-K is a routine disclosure, not a financial report. Under Item 8.01 (Other Events), Brookfield Asset Management Ltd. (BAM) furnishes Exhibit 99.1, a press release announcing that CEO Bruce Flatt will present at the Goldman Sachs U.S. Financial Services Conference on Tuesday, December 9, 2025, at 10:40 a.m. ET. The filing contains no earnings, revenue, cash flow, balance sheet, guidance, or capital allocation data. The release notes that a live audio webcast will be available on the investor relations websites of Brookfield Corporation (BN) and BAM, with a replay offered after the event. It also lists media and investor relations contacts for both entities. The boilerplate describes BAM as a global alternative asset manager with over $1 trillion in assets under management across infrastructure, renewable power and transition, private equity, real estate, and credit. For investors, the filing is primarily an informational signal. A presentation by the CEO at a major financial services conference can offer commentary on strategy, fundraising, market conditions, and outlook, but the filing itself does not disclose any new financial metrics. Investors seeking quantitative updates should look to BAM's periodic reports (Form 40-F/6-K filings) and earnings materials, and to any remarks made during the webcast.

Nov 26, 2025 8-K

Brookfield Asset Management Ltd. 8-K Report, Corporate Update (Nov 19, 2025)

On November 19, 2025, Brookfield Asset Management Ltd. (NYSE/TSX: BAM) announced via an 8-K (Item 8.01, Other Events) the launch of a $100 billion global AI Infrastructure program in partnership with NVIDIA and the Kuwait Investment Authority (KIA). The program is anchored by the Brookfield Artificial Intelligence Infrastructure Fund (BAIIF), which launched with a target of $10 billion in equity commitments and has already secured $5 billion from institutional and industry partners, including Brookfield, NVIDIA and KIA. BAIIF, together with co-investor capital and financing, aims to acquire up to $100 billion of AI infrastructure assets spanning energy, land, data centers and compute. The program is organized around four verticals: AI Factories built on NVIDIA's DSX Vera Rubin-ready reference design, dedicated behind-the-meter power solutions, compute infrastructure for governments and enterprises, and strategic adjacencies and capital partnerships. The fund states it will prioritize investments backed by highly creditworthy counterparties and contracted cash flows. Brookfield also cited a $5 billion framework agreement with Bloom Energy for up to 1 GW of behind-the-meter power, the launch of Radiant as a new NVIDIA Cloud Partner, and landmark partnerships in France and Sweden with up to $30 billion of combined AI infrastructure investment. For investors, the filing is a strategic announcement rather than a financial disclosure: it contains no reported earnings, fee figures, or direct balance-sheet impact for BAM. The key value drivers are the potential fee-earning AUM growth from BAIIF and co-investment, and the scale of the opportunity management cites ($7 trillion of AI infrastructure capital needed over 10 years). Investors should weigh these targets as forward-looking, given that the $10 billion equity goal and $100 billion asset acquisition target are unrealized and subject to the risks described in the filing's cautionary language.

Nov 19, 2025 8-K

Brookfield Asset Management Ltd. 8-K Report, Material Agreement (Nov 18, 2025)

Brookfield Asset Management Ltd. (BAM) has announced the successful completion of a significant debt offering, raising a total of US$1 billion through the issuance of senior notes. The offering comprises US$600 million in 4.653% senior notes due in 2030 and US$400 million in 5.298% senior notes due in 2036. These notes were issued under an indenture with specific terms regarding interest payments, maturity dates, and redemption options. This move signifies BAM's strategy to secure long-term financing to support its operations and growth initiatives. The issuance of these notes is structured with provisions for early redemption at BAM's discretion under certain conditions, including "make-whole" provisions prior to specific dates and at par thereafter. Importantly, the indenture includes covenants that restrict BAM's ability to incur liens and mandates a tender offer for the notes in the event of a change of control, providing a degree of protection for noteholders. Investors should note that this financing activity is a material event impacting BAM's capital structure.

Nov 18, 2025 8-K

Brookfield Asset Management Ltd. 8-K Report, Corporate Update (Nov 14, 2025)

Brookfield Asset Management Ltd. (BAM) filed this 8-K on November 13, 2025 (dated November 13 in the signature block, reported as filed November 14) to disclose the pricing of a registered public offering of senior unsecured notes totaling US$1.0 billion: US$600 million of 4.653% senior notes due November 15, 2030, and US$400 million of 5.298% senior notes due January 15, 2036. The offering was priced at 100.000% of principal for the 2030 notes and 99.986% for the 2036 notes, and is expected to settle on November 18, 2025. Net proceeds are earmarked for general corporate purposes, which the filing does not specify further. From an investor standpoint, this is a routine but meaningful debt financing by a large alternative asset manager with over $1 trillion in AUM. The filing sets out standard investment-grade-style protections for holders, including a change-of-control put at 101%, a negative pledge, and a covenant restricting consolidation, merger, or sale of substantially all assets. Both series include make-whole call provisions (treasury plus 15 basis points for the 2030 notes and plus 20 basis points for the 2036 notes) and par call features in the final months before maturity. The filing is largely a disclosure of terms rather than a change in BAM's financial condition, so its significance lies mainly in adding roughly US$1 billion of long-dated fixed-rate debt to the capital structure and in the pricing it implies for BAM's credit. The filing also notes that one or more underwriters may sell notes to affiliates of Brookfield Wealth Solutions Ltd. and other institutional investors at the public offering price with no underwriting discount, a detail that bears on allocation and related-party considerations.

Nov 14, 2025 8-K

Brookfield Asset Management Ltd. 8-K Report, Corporate Update (Nov 14, 2025)

Brookfield Asset Management Ltd. (BAM) has announced a significant debt offering, filing an 8-K report on November 14, 2025, detailing the issuance of US$1 billion in aggregate principal amount of new notes. This offering includes US$600 million of 4.653% notes due 2030 and US$400 million of 5.298% notes due 2036. The issuance was registered under the Securities Act of 1933 and is being conducted under BAM's existing shelf prospectus. This move indicates BAM's strategy to raise capital through debt markets to fund its ongoing operations or new initiatives. Investors should note the specific interest rates and maturity dates of these notes, as they represent a new layer of leverage for the company. The filing also includes the Underwriting Agreement with Citigroup Global Markets Inc. and Wells Fargo Securities, LLC, outlining the terms of the sale, and consents from legal counsel.

Nov 14, 2025 10-Q

Brookfield Asset Management Ltd. Quarterly Report for Q3 Ended Sep 30, 2025

Brookfield Asset Management Ltd. (BAM) reported solid financial performance for the nine months ended September 30, 2025. Total revenues reached $3.4 billion, up 17% year-over-year, driven by strong growth in base management and advisory fees across all segments, particularly in infrastructure and credit. Net income attributable to common stockholders was $1.9 billion, a significant increase from $1.5 billion in the prior year period, reflecting successful capital deployment and growing fee-bearing assets. The company's Fee-Bearing Capital also saw substantial growth, reaching $581 billion, up 8% year-to-date, highlighting continued investor confidence and the expansion of its asset management platform. Operationally, BAM completed the significant 2025 Arrangement in February 2025, which has been accounted for as a reverse asset acquisition. The company also executed several strategic initiatives, including investments in Castlelake and Primary Wave, and announced its intention to acquire the remaining common equity interests in Oaktree, expected to close in the first half of 2026. These activities underscore BAM's commitment to strategic growth and enhancing its market position in the alternative asset management sector.

Nov 10, 2025 8-K

Brookfield Asset Management Ltd. 8-K Report, Financial Results (Nov 7, 2025)

Brookfield Asset Management (BAM) reported record third-quarter 2025 results, led by a record $30 billion of fundraising and a record $23 billion of capital deployment. Fee-related earnings (FRE) rose 17% year over year to a record $754 million, or $0.46 per share, with a quarterly FRE margin of 58%. Distributable earnings (DE) were $661 million, or $0.41 per share, up 7%. Net income attributable to BAM was $724 million, up 33%. Over the trailing twelve months, FRE grew 19% to $2.8 billion ($1.72 per share), DE grew 12% to $2.6 billion ($1.58 per share), and net income attributable to BAM grew 41% to $2.6 billion. Fee-bearing capital reached $581 billion, up 8%. The company also reported $15 billion of equity value monetized from $25 billion of asset sales. The quarter's most significant strategic development is the agreement to acquire the roughly 26% of Oaktree that BAM does not already own, for approximately $3.0 billion total, with BAM funding about $1.6 billion. The deal is described as non-dilutive and immediately accretive to FRE, with closing expected in the first half of 2026. Other items include the completed majority acquisition of Angel Oak, a U.S. mortgage credit manager with $11 billion of fee-bearing capital, and BAM's expected role as investment manager for a portion of the roughly $36 billion of assets that Brookfield Wealth Solutions is acquiring with Just Group. BAM reported $125 billion of uncalled fund commitments, of which $55 billion do not yet earn fees, and a quarterly dividend of $0.4375 per share. Investors should note that the financial information in this release is unaudited and derived from quarterly financials prepared under U.S. GAAP. FRE and DE are non-GAAP measures, and the company's own definitions and reconciliations are included in the filing. Corporate liquidity was $2.6 billion at quarter-end, and the company issued $750 million of 30-year senior notes at a 6.077% coupon in September. Several growth drivers depend on upcoming fund launches and closings, including the seventh private equity flagship, the sixth infrastructure flagship (expected early 2026), and the first close of the AI Infrastructure fund (expected before year-end 2025), so their timing and size will be important to watch.

Nov 7, 2025 8-K

Brookfield Asset Management Ltd. 8-K Report, Corporate Update (Oct 28, 2025)

On October 28, 2025, Brookfield Asset Management (BAM), together with Westinghouse Electric Company and Cameco Corporation, announced a strategic partnership with the U.S. Government to accelerate nuclear power deployment in line with the President's May 23, 2025 Executive Orders. The centerpiece is a commitment that at least $80 billion of new reactors will be built across the United States using Westinghouse technology. The filing itself is brief: it is an Item 8.01 (Other Events) disclosure that attaches the press release as Exhibit 99.1, so the economic terms are described only at a headline level. For BAM investors, the key points are the scale of the program, Brookfield's existing ownership role (it first acquired Westinghouse in 2018 and formed a joint venture with Cameco to acquire it in October 2022), and the profit-sharing mechanism. The press release says this mechanism lets the parties, including the American people, participate in value created within Westinghouse once certain thresholds are met. Those thresholds, the size of Brookfield's share, and the timing of any cash flows are not disclosed. The partnership is also described as contingent on definitive agreements, government clearances, and funding through the appropriations process, so the $80 billion figure should be read as a target rather than committed capital. The release lists substantial risks, including dependence on government funding and unconventional financing mechanisms, possible legal or congressional scrutiny, supply chain exposure, and the complexity of new nuclear projects. Brookfield also points to its more than half a trillion dollars of existing U.S. critical infrastructure investment and its plan to double that over the next decade. Investors should treat this as a strategic and potentially significant development whose financial impact remains undefined until definitive agreements are executed.

Oct 28, 2025 8-K

Brookfield Asset Management Ltd. 8-K Report, Corporate Update (Oct 22, 2025)

On October 22, 2025, Brookfield Asset Management Ltd. (NYSE/TSX: BAM) furnished an 8-K under Item 8.01 (Other Events) attaching a press release announcing the launch of the Brookfield Private Equity Fund (Canada), or "BPE-CAD," an evergreen private equity vehicle aimed at Canadian advisors and their clients. The fund features monthly subscriptions and a low investment minimum, designed to streamline access to Brookfield's private equity platform for individual investors. The filing is a routine product and distribution announcement rather than a financial disclosure. It contains no earnings, balance sheet, guidance, or quantified fund size, fee, or target return information. The press release cites Brookfield's private equity platform at $150 billion in assets under management, 160 investment professionals, and 142,000 operating employees worldwide, along with a claimed 25-year track record. These figures describe the broader private equity franchise rather than BPE-CAD specifically. For investors, the significance lies in Brookfield's continued push into the private wealth channel, which management frames as a growth opportunity as alternative allocations expand among individuals. The move broadens the firm's fundraising base beyond institutions, but the filing provides no detail on expected capital raised, fee structure, liquidity terms, or the impact on earnings. Investors should view this as a strategic signal to be evaluated alongside the fund's offering documents once available.

Oct 22, 2025 8-K

Brookfield Asset Management Ltd. 8-K Report, Regulation FD Disclosure (Oct 14, 2025)

On October 13, 2025, Brookfield Asset Management Ltd. (BAM) and Brookfield Corporation (BN) agreed to acquire the roughly 26% interest in Oaktree Capital that Brookfield does not already own, bringing Oaktree to 100% Brookfield ownership. Total consideration is approximately $3 billion, with BAM funding about $1.6 billion and BN about $1.4 billion, in line with their current proportional ownership. Oaktree common equity holders may elect cash, BAM Class A Limited Voting Shares, or, subject to limitations, BN shares, with BAM and BN shares subject to two-year and five-year lock-ups respectively. For BAM investors, the deal gives BAM an incremental 26% of Oaktree's fee-related earnings, carried interest from certain funds (net of BN's 33% royalty), and partner manager interests in 17Capital and DoubleLine. Management states that BAM generated about $2.8 billion of fee-related earnings over the last twelve months including 100% of Oaktree, and that the transaction is expected to be accretive to both BAM and BN. Both companies intend to repurchase shares corresponding to the amount issued, which management says should have little to no dilutive impact, with BN offering to supply BAM shares from its holdings, subject to regulatory approval. The transaction is expected to close in the first quarter of 2026, subject to regulatory approvals and customary closing conditions. Management also highlights that the deal makes the U.S. BAM's largest market, with more than 50% of employees and about 50% of revenue expected to be U.S.-based upon completion. The filing itself offers limited quantitative detail on accretion, valuation multiples, or the exact share count, so investors should review the forthcoming definitive documentation and regulatory filings for those specifics.

Oct 14, 2025 8-K

Brookfield Asset Management Ltd. 8-K Report, Material Agreement (Sep 9, 2025)

Brookfield Asset Management Ltd. (BAM) has filed an 8-K report detailing a significant debt financing event. On September 9, 2025, the company successfully completed an offering of US$750 million in aggregate principal amount of 6.077% notes due in 2055. This issuance, governed by an Indenture and a Second Supplemental Indenture, extends BAM's long-term debt maturity profile with interest payments semi-annually. The notes carry a fixed interest rate of 6.077% and mature on September 15, 2055. BAM retains flexibility for early redemption, including a "make-whole" provision prior to March 15, 2055, and the ability to redeem at par plus accrued interest from that date onwards, or under specific circumstances related to Canadian withholding taxes. The Indenture includes protective covenants, such as restrictions on incurring liens, and mandates a change of control offer to purchase the notes at 101% of their principal amount.

Sep 9, 2025 8-K

Brookfield Asset Management Ltd. 8-K Report, Corporate Update (Sep 8, 2025)

Brookfield Asset Management Ltd. (BAM) has filed an 8-K detailing the completion of a significant debt offering. The company announced and entered into an Underwriting Agreement for US$750,000,000 aggregate principal amount of 6.077% notes due 2055. This offering was registered with the SEC and was made available through BAM's shelf prospectus, with a final prospectus supplement dated September 4, 2025. The proceeds from this offering will likely be used to fund ongoing operations, investments, or for general corporate purposes, though specific use of proceeds is not detailed in this filing. This debt issuance represents a strategic move by BAM to secure long-term financing at a specific interest rate. Investors should note the coupon rate of 6.077% and the maturity date of 2055, which indicate a long-term capital commitment. The involvement of established underwriters like Wells Fargo Securities, LLC and Morgan Stanley & Co. LLC suggests a well-structured and marketed offering. The filing also includes customary representations, covenants, and indemnification provisions within the Underwriting Agreement, as well as consents from legal counsel.

Sep 8, 2025 8-K

Brookfield Asset Management Ltd. 8-K Report, Corporate Update (Sep 4, 2025)

On September 4, 2025, Brookfield Asset Management Ltd. (NYSE/TSX: BAM) priced a public offering of $750 million of senior unsecured notes due September 15, 2055, bearing a 6.077% fixed coupon. The notes were priced at 99.998% of principal, implying a yield of 6.077%, and are expected to settle on September 9, 2025 (T+3). Interest is payable semi-annually on March 15 and September 15, beginning March 15, 2026. The filing is primarily a disclosure of the offering terms and does not report new financial results, guidance, or changes to BAM's operating performance. Net proceeds are earmarked for general corporate purposes, which gives management broad flexibility over use, and the filing does not specify particular acquisitions, debt repayments, or investments. The offering is registered under BAM's existing shelf registration (File No. 333-287429), with the base indenture dated April 24, 2025, and Computershare serving as trustee. Notably, Brookfield Wealth Solutions Ltd. affiliates may purchase a portion of the notes at the public offering price with no underwriting discount, a related-party element investors should note. Covenants include a change-of-control put at 101%, a negative pledge, and restrictions on consolidation, merger, or sale of substantially all assets. For investors, the key takeaways are that BAM accessed the long-duration (30-year) debt market at a fixed 6.077% rate, extending its maturity profile, and that the terms are standard for investment-grade senior unsecured issuance. The filing itself does not disclose the credit ratings, the spread to Treasuries (which was redacted under Canadian NI 44-102), or the make-whole call spread in the final term sheet's public version beyond a stated treasury rate plus 20 basis points. Investors should review BAM's prospectus supplement and recent periodic reports for leverage and liquidity context.

Sep 4, 2025 10-Q

Brookfield Asset Management Ltd. Quarterly Report for Q2 Ended Jun 30, 2025

Brookfield Asset Management Ltd. (BAM) reported strong revenue growth and profitability in its Q2 2025 earnings. Total revenues increased by 19% year-over-year to $1.1 billion for the three months ended June 30, 2025. This growth was driven primarily by a 14% increase in base management and advisory fees, reflecting successful capital raises across various strategies, including renewable power, real estate, and credit. Incentive fees also saw a 9% rise, indicating positive performance across key listed affiliates like BIP and BEP. Operationally, the company demonstrated robust performance with Segment Earnings increasing by 25% to $567 million for the quarter. This was supported by strong fee-bearing capital growth across most segments, particularly in Renewable Power & Transition and Credit. The company's Fee-Bearing Capital grew to $563 billion, up 2% from the previous quarter. Despite increased compensation expenses, largely due to higher share-based compensation as BAM's share price appreciated, the company maintained healthy profitability. BAM's liquidity remains strong, with corporate liquidity at $1.5 billion, supported by a recent debt offering, positioning it well for future investments.

Aug 8, 2025