BAM SEC Filings

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.

Brookfield Asset Management Ltd. (BAM) has filed an 8-K report on June 23, 2026, primarily to announce the issuance of a press release. While the content of the press release is not detailed within the 8-K itself, its incorporation by reference as Exhibit 99.1 suggests it contains material information relevant to investors. The filing doesn't disclose any significant financial events, strategic shifts, or operational updates directly within the 8-K text, focusing instead on the dissemination of information via the press release.

Brookfield Asset Management Ltd. (BAM) filed an 8-K report on June 9, 2026, primarily to announce the issuance of a press release. While the 8-K itself does not contain detailed financial information or significant operational updates, the incorporated press release (Exhibit 99.1) is the key document for investors to review. The nature of this press release, as indicated by its attachment to an 8-K under 'Other Events,' suggests it likely contains information relevant to ongoing business activities, strategic developments, or potentially market-moving announcements that the company deemed necessary to disclose promptly.

Brookfield Asset Management Ltd. (BAM) has filed a Form 8-K on May 11, 2026, primarily to announce the issuance of a press release. The filing itself does not contain extensive financial details or operational updates beyond the announcement of this press release. Investors should refer to the attached Exhibit 99.1 for the specific content of the press release, which is expected to contain the substantive information regarding the event or announcement being made by BAM. As an emerging growth company, BAM has not elected to use the extended transition period for complying with new or revised financial accounting standards. While the 8-K is a routine filing to report material events, the absence of specific financial or operational data within the 8-K itself means that the press release is the primary source of new information for investors. Interested parties are encouraged to review the press release directly for any updates on the company's business, strategy, or financial performance.

Brookfield Asset Management Ltd. (BAM) filed an 8-K on May 8, 2026, primarily announcing its financial results for the period ending on or around that date. The filing incorporates by reference a press release (Exhibit 99.1) which contains the detailed financial and operational information that investors should review. This 8-K serves as the official notification to the market regarding the company's performance and condition, as presented in the accompanying press release.

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.

Brookfield Asset Management Ltd. (BAM) filed an 8-K on May 8, 2026, detailing the outcomes of its 2026 Annual and Special Meeting of Shareholders held on May 7, 2026. The report indicates overwhelming shareholder support for key corporate governance matters. All twelve director nominees were elected with high percentages of "For" votes, demonstrating strong confidence in the current board leadership. Additionally, shareholders approved the reappointment of Deloitte LLP as the external auditor, a crucial step for financial transparency and regulatory compliance. Furthermore, the company secured significant approval for its executive compensation approach through an advisory "Say on Pay" resolution, and ratified amendments to its equity incentive plans, including the adoption of a new Management Share Option Plan and amendments to the Escrowed Stock Plan. These outcomes suggest broad shareholder alignment with management's strategic direction and compensation philosophy, reinforcing stability and continuity within the organization.

Brookfield Asset Management Ltd. (BAM) has filed an 8-K report on May 6, 2026, primarily to disclose the issuance of a press release. The content of this press release, attached as Exhibit 99.1, is incorporated by reference into this filing. Investors should review the press release for details on any significant corporate events, strategic updates, or financial performance information that may have been announced on that date. As the filing is brief and primarily points to an external document, the press release itself will be the main source of information for understanding the implications of this 8-K filing. Investors should pay close attention to any announcements regarding business developments, acquisitions, divestitures, capital allocation strategies, or market outlooks that could impact the company's future performance and valuation. The inclusion of the Interactive Data File suggests a standard disclosure practice.

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.

Brookfield Asset Management Ltd. (BAM) has announced the closing of a significant debt offering through an Underwriting Agreement dated April 14, 2026. The offering comprises US$550 million in senior notes due 2031 with a 4.832% interest rate and a US$450 million re-opening of its 5.298% senior notes due 2036. This dual issuance totals US$1 billion in new debt, aimed at strengthening BAM's capital structure. The offering was registered under the Securities Act of 1933, with RBC Capital Markets, LLC and SMBC Nikko Securities America, Inc. acting as lead underwriters. The transaction is expected to finalize on April 17, 2026. This debt issuance indicates BAM's ongoing strategy to access capital markets to fund its operations and growth initiatives. Investors should note the specific coupon rates and maturity dates for each tranche of notes, as these will impact future interest expenses and cash flow obligations for BAM. The inclusion of customary representations, covenants, and indemnification provisions within the Underwriting Agreement are standard for such transactions and do not present unusual risk factors. The filing also includes necessary consents from legal counsel and the underwriting agreement itself as exhibits.

Brookfield Asset Management Ltd. (BAM) has announced a significant debt financing initiative through the issuance of new senior notes. The company is offering US$550 million in senior notes due 2031 with a 4.832% interest rate. Additionally, BAM is re-opening its existing 5.298% senior notes due 2036, adding US$450 million to the previously issued US$400 million, bringing the total outstanding principal for this series to US$850 million. This move indicates BAM's strategy to raise capital and potentially refinance existing debt or fund new investments. The details of these offerings are further elaborated in the Preliminary and Final Canadian Term Sheets, which are filed as exhibits to this report and incorporated by reference into their registration statement. Investors should note the maturity dates and coupon rates of these new debt instruments as they impact the company's leverage and future interest expenses.

Brookfield Asset Management Ltd. (BAM) filed an 8-K on April 14, 2026, primarily to announce the issuance of a press release. While the content of this press release is not detailed in the 8-K itself, its inclusion as an exhibit (Exhibit 99.1) suggests it contains material information that the company deemed necessary to disclose to the public. Investors should review the attached press release for details on the 'Other Events' mentioned in Item 8.01. This filing does not appear to contain any updates on financial statements or material changes in operations beyond what is communicated in the referenced press release.

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.

Brookfield Asset Management Ltd. (BAM) filed a Current Report on Form 8-K on April 2, 2026, primarily to announce and file its Notice of Annual Meeting of Shareholders and Management Information Circular, dated March 23, 2026. This document, along with the Proxy for Class A Limited Voting Shares, relates to the company's annual meeting scheduled for May 7, 2026. Investors should note that this filing does not contain new financial results or significant operational updates, but rather serves as a formal notification and provision of materials for the upcoming shareholder meeting.

Brookfield Asset Management Ltd. (BAM) filed an 8-K on March 25, 2026, primarily to disclose the issuance of a press release. While the content of the press release is not detailed within the 8-K itself, its incorporation by reference suggests it contains information deemed material by the company. Investors should refer to Exhibit 99.1 to understand the specific events or announcements detailed in the press release.

Brookfield Asset Management Ltd. (BAM) has filed an 8-K Current Report on March 3, 2026, primarily to announce the issuance of a press release. While the details within the press release are not directly provided in the 8-K text, the filing indicates that this communication likely contains significant information relevant to investors. Investors should refer to Exhibit 99.1, the press release dated March 3, 2026, for the specific substance of this announcement. The lack of detailed information within the 8-K itself suggests that the material event being disclosed is contained entirely within the attached press release. This could encompass a wide range of topics, from strategic updates, financial performance, significant transactions, or other corporate developments that the company deems important enough for current disclosure.

Brookfield Asset Management Ltd. (BAM) filed an 8-K on March 3, 2026, primarily to announce the issuance of a press release on the same date. While the content of the press release is not detailed within the 8-K itself, its inclusion as an exhibit (Exhibit 99.1) signifies its importance to the company's recent communications and potentially material events or developments. Investors should refer to the referenced press release for specific details regarding the company's announcements, which could cover financial performance, strategic initiatives, or other significant business updates.

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.

Brookfield Asset Management Ltd. (BAM) filed an 8-K on February 4, 2026, reporting significant leadership changes and attaching a press release detailing operational and financial performance (though not deemed officially filed for Section 18 purposes). The most impactful news for investors is the appointment of Connor Teskey as the new Chief Executive Officer, effective February 3, 2026. Teskey, previously the President and head of Brookfield's Renewable Power and Transition business, brings extensive experience within the organization, having joined in 2012. This transition sees Bruce Flatt stepping down as CEO but remaining as Chair of the Board. Additionally, Bruce Karsh has been appointed as a new director, replacing William Powell. These leadership shifts suggest a focus on continuity and leveraging internal talent, particularly within renewable energy, a key growth area for Brookfield. Investors should monitor how Teskey's leadership will shape the company's strategic direction, capital allocation, and operational execution moving forward. While the specific financial details from the press release are not formally filed, the executive transition marks a pivotal moment for BAM's future growth and strategic initiatives.

Brookfield Asset Management Ltd. (BAM) filed a Current Report (8-K) on January 9, 2026, primarily announcing the issuance of a press release dated January 9, 2026. While the 8-K itself does not contain detailed financial information, it signals that important company news has been disseminated through this press release, which is incorporated by reference. Investors should review Exhibit 99.1, the press release, for the specific details of the announcement, as this document is the primary source of new information in this filing. The focus of this report is on "Other Events" and the incorporation of the press release. This suggests the announcement could pertain to a range of corporate activities, such as significant transactions, strategic updates, or market-moving developments. Without access to the content of the press release itself, it's impossible to provide specific operational or financial insights. Therefore, investors are strongly advised to consult the referenced press release for a comprehensive understanding of the material event.

Brookfield Asset Management Ltd. (BAM) filed an 8-K on January 8, 2026, primarily to disclose the issuance of a press release dated January 8, 2026. While the 8-K itself does not contain substantive financial or operational details, it serves as a notification that further information is available in the attached press release (Exhibit 99.1). Investors should review this press release for any material updates or announcements regarding Brookfield Asset Management's business, financial performance, or strategic initiatives. The filing itself is a procedural step to incorporate that press release into the official record.

Brookfield Asset Management Ltd. (BAM) filed an 8-K on December 15, 2025, primarily to report on a press release issued on December 16, 2025. The content of this press release is not detailed within the 8-K itself, but it is attached as Exhibit 99.1 and incorporated by reference. Investors should consult Exhibit 99.1 for the specific details and implications of the information announced. This filing indicates an event or announcement of significance occurred on December 16, 2025, which the company is formally disclosing through the SEC. Given the limited information within the 8-K's Item 8.01 and Item 9.01, the core takeaway for investors is that a material update has been disseminated via press release. The nature of this update is crucial and requires direct review of the referenced press release. This could pertain to a variety of corporate events, such as financial performance, strategic initiatives, acquisitions, divestitures, or regulatory matters. Therefore, investors are advised to seek out and thoroughly examine the press release (Exhibit 99.1) for a comprehensive understanding of the implications for Brookfield Asset Management Ltd.

Brookfield Asset Management Ltd. (BAM) filed an 8-K report on December 9, 2025, primarily announcing the issuance of a press release dated December 9, 2025. This filing is routine in nature and does not disclose significant operational or financial changes. The press release, attached as Exhibit 99.1, is the primary source of information for any material updates. Investors should refer to the content of this press release for details on any specific events or announcements made by BAM on or around December 8-9, 2025, as this 8-K filing itself does not contain substantive details beyond the reference to the press release.

Brookfield Asset Management Ltd. (BAM) has filed a Current Report (8-K) on November 26, 2025, primarily to announce the issuance of a press release dated November 26, 2025. While the 8-K itself does not contain extensive financial details or operational updates, the incorporation of the press release as Exhibit 99.1 suggests that this document will contain the substantive information of interest to investors. Investors should refer to the press release for details on any significant announcements, strategic developments, or financial performance updates from Brookfield Asset Management Ltd. The filing indicates that BAM is not an emerging growth company and has not elected to delay compliance with new accounting standards. The core purpose of this 8-K is to formally disclose the issuance of this press release, serving as a notification mechanism for material events or information that the company intends to communicate to the public. Investors are advised to review Exhibit 99.1 for the specific content of the press release.

Brookfield Asset Management Ltd. (BAM) filed an 8-K report on November 19, 2025, primarily to disclose the issuance of a press release dated November 19, 2025. While the 8-K itself contains minimal substantive financial detail, the attached press release (Exhibit 99.1) is the key document for investors to review for material updates. Investors should consult this press release for any significant operational, strategic, or financial developments announced by BAM. The filing also includes the standard cover page interactive data file.

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.

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.

Brookfield Asset Management Ltd. (BAM) announced on November 13, 2025, the successful offering of US$1 billion in aggregate principal amount of senior notes. The offering comprises US$600 million of 4.653% senior notes due 2030 and US$400 million of 5.298% senior notes due 2036. This move indicates BAM's strategy to raise capital through debt issuance, likely to fund ongoing operations, strategic initiatives, or potential acquisitions. Investors should note the specific interest rates and maturity dates associated with these notes. The issuance of new debt could impact the company's leverage ratios and overall financial structure. While the press release and term sheets provide details on the offering, a deeper analysis of BAM's balance sheet and cash flow will be necessary to fully assess the implications of this financing on its long-term financial health and profitability.

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.

Brookfield Asset Management Ltd. (BAM) filed an 8-K on November 7, 2025, primarily to disclose its financial results and operational condition. The core of this filing is the incorporation by reference of a press release issued on November 7, 2025, which contains the company's latest financial performance information. Investors should refer to this press release (Exhibit 99.1) for detailed insights into BAM's results of operations and financial condition for the period ending November 6, 2025. While the 8-K itself is brief and procedural, it signifies the official release of potentially significant financial updates from BAM. The attached press release is expected to contain key metrics, earnings figures, and management commentary that are crucial for evaluating the company's current standing and future outlook. Investors are advised to thoroughly review Exhibit 99.1 for a comprehensive understanding of BAM's performance.

Brookfield Asset Management Ltd. (BAM) has announced a significant strategic partnership with the United States Government and Cameco Corporation to accelerate the deployment of nuclear power. This initiative, aligned with recent U.S. Presidential Executive Orders, aims to bolster the American nuclear power industry and its supply chain, with a commitment to constructing at least $80 billion worth of nuclear reactors utilizing Westinghouse technology. Brookfield, which initially acquired Westinghouse in 2018 and later partnered with Cameco to acquire it in 2022, sees this as a major step in its substantial infrastructure investments in the U.S. This development underscores Brookfield's commitment to critical infrastructure, with plans to double its over half-a-trillion-dollar investment in the U.S. economy over the next decade. Investors should view this partnership as a key driver for future growth, particularly within the energy sector, and a testament to Brookfield's strategic positioning in essential industries.

Brookfield Asset Management Ltd. (BAM) has filed a Current Report (8-K) on October 22, 2025, primarily announcing the issuance of a press release on the same date. This filing is significant for investors as it signals a potential update or announcement from the company, the details of which are expected to be found within the attached press release (Exhibit 99.1). While the 8-K itself does not contain substantive financial information, it serves as a notification mechanism for material events. Investors should carefully review the press release referenced in Exhibit 99.1 to understand the nature of the announcement, which could pertain to strategic initiatives, financial performance updates, acquisitions, dispositions, or other significant corporate developments impacting BAM's business and valuation.

Brookfield Asset Management Ltd. (BAM) has announced a significant strategic move to acquire the remaining 26% interest in Oaktree Capital Group, LLC that it does not currently own. This proposed transaction, valued at approximately $3 billion, will result in Brookfield owning 100% of Oaktree upon completion. The acquisition is expected to be funded proportionally between BAM and Brookfield Corporation (BN), with $1.6 billion from BAM and $1.4 billion from BN. This move is poised to enhance Brookfield's control and leverage Oaktree's key revenue streams, including fee-related earnings and carried interest, further integrating the alternative investment manager into Brookfield's broader business.

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.

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.

Brookfield Asset Management Ltd. (BAM) has filed an 8-K report to disclose a significant debt offering. The company announced on September 4, 2025, that it is offering $750 million in 6.077% senior notes due in 2055. This move indicates a strategy to raise substantial capital, likely to fund ongoing operations, strategic initiatives, or portfolio growth. Investors should note the long-term maturity of these notes, suggesting a focus on long-dated liabilities that align with the company's asset base. The filing includes the press release detailing the offering, along with preliminary and final Canadian Term Sheets. These documents provide crucial details regarding the terms, conditions, and pricing of the senior notes. The inclusion of these term sheets in the SEC filing makes them readily accessible for investor due diligence. Investors will want to scrutinize the use of proceeds and how this new debt impacts BAM's leverage and overall financial structure.

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.

Brookfield Asset Management Ltd. (BAM) filed an 8-K on August 6, 2025, primarily to report its financial results and condition. The filing incorporates by reference a press release dated August 6, 2025, which provides the details of the company's performance. Investors should refer to the press release (Exhibit 99.1) for the specific financial data, operational updates, and any forward-looking statements released by BAM for the period ending August 5, 2025. While the 8-K itself is procedural in nature, announcing the availability of the press release, the underlying financial results communicated in that document are critical for understanding BAM's current financial health, operational performance, and strategic direction. Investors are encouraged to review the press release for comprehensive insights into revenue, profit, assets under management, and any significant business developments.

Brookfield Asset Management Ltd. (BAM) filed an 8-K on June 26, 2025, primarily announcing amendments to its Code of Business Conduct and Ethics. These changes are described as non-substantive clean-up and clarifying amendments, intended to ensure the Code remains effective and relevant for all directors, officers, employees, and temporary workers across the company and its wholly owned subsidiaries. The updated Code has been filed as an exhibit to this report. While this filing does not contain material financial updates or significant strategic shifts, investors can be assured that the company is maintaining its governance framework. The amendments signify a proactive approach to internal policies, reinforcing ethical standards and compliance. The full Code of Business Conduct and Ethics is available for review as an attached exhibit.

Brookfield Asset Management Ltd. (BAM) reported a strong first quarter for 2025, demonstrating significant revenue growth and profitability. Total revenues increased by 22% year-over-year to $1.1 billion, primarily driven by a substantial 23% rise in base management and advisory fees, reflecting successful capital raising and higher valuations in key funds. Net income attributable to common stockholders surged to $581 million, up from $441 million in the prior year's first quarter, highlighting improved operational efficiency and strong asset performance. The company's Fee-Bearing Capital also saw healthy growth, reaching $549 billion. The recent completion of the 2025 Arrangement, which consolidated the asset management business under BAM, has streamlined operations and is expected to further enhance financial performance. BAM's diversified business segments, including Renewable Power & Transition, Infrastructure, Real Estate, Private Equity, and Credit, all contributed to this positive financial outcome.

Brookfield Asset Management Ltd. (BAM) filed an 8-K report on May 6, 2025, detailing the outcomes of its 2025 Annual Meeting of Shareholders held on May 5, 2025. The report indicates strong shareholder support for the company's proposed director nominees and the reappointment of Deloitte LLP as the external auditor. Additionally, an advisory resolution on executive compensation, commonly known as "Say on Pay," received a significant majority of votes in favor from Class A shareholders. These results suggest a high level of confidence from shareholders in BAM's current board and its financial oversight. The overwhelming approval for director elections and auditor appointment provides a stable outlook for corporate governance. The positive advisory vote on executive compensation, while non-binding, signals shareholder alignment with the company's compensation practices. Investors can interpret these outcomes as a sign of continued stability and management effectiveness at Brookfield Asset Management.

Brookfield Asset Management Ltd. (BAM) has filed a Form 8-K on May 6, 2025, to report on its financial results and condition. The primary information disseminated in this filing is derived from a press release issued on the same date, which is attached as Exhibit 99.1 and incorporated by reference. Investors should consult this press release for details on the company's performance for the period ending May 5, 2025. While the 8-K itself is a procedural filing to announce the release of financial information, the underlying press release is expected to contain key operational and financial metrics, commentary on business segment performance, and forward-looking statements. Investors are encouraged to review Exhibit 99.1 thoroughly for a comprehensive understanding of BAM's recent financial activities and its outlook.

Brookfield Asset Management Ltd. (BAM) has announced the successful completion of its inaugural offering of US$750 million aggregate principal amount of 5.795% notes due 2035. This marks a significant event as it's BAM's first issuance of these specific notes, diversifying its debt structure and raising substantial capital. The notes bear a fixed interest rate of 5.795% and mature on April 24, 2035, with semi-annual interest payments commencing in October 2025. Investors should note the terms of the Indenture, which includes a "make-whole" redemption option for BAM prior to January 2035 and a standard redemption at par thereafter. Importantly, the Indenture also incorporates protective covenants for noteholders, such as restrictions on BAM's ability to incur liens and an obligation to repurchase the notes at a premium (101%) in the event of a change of control. This offering provides BAM with long-term funding and signals continued access to capital markets.

Brookfield Asset Management Ltd. (BAM) has announced its inaugural offering of $750 million in senior notes due 2035. These notes carry a fixed coupon rate of 5.795%. This issuance represents a significant step in BAM's capital raising activities, likely aimed at funding ongoing operations, strategic initiatives, or portfolio investments. Investors should note that this is the first time BAM is issuing senior notes of this nature, indicating potential expansion of its debt financing strategy. The offering provides investors with an opportunity to invest in BAM's long-term debt, with a maturity of ten years. The details of the offering, including preliminary and final term sheets, have been filed with the SEC. This action signals BAM's commitment to strengthening its balance sheet and diversifying its funding sources. Interested parties should review the full press release and term sheets for comprehensive details regarding covenants, use of proceeds, and other material terms.

This 8-K/A filing from Brookfield Asset Management Ltd. (BAM) provides updated information primarily related to a prior "Arrangement" event, which appears to be a significant transaction for the company. A key disclosure is the formal valuation from KPMG as of October 31, 2024, which assessed the fair market value of BAM's Common Shares between $75.8 billion and $84.5 billion ($46.35 to $51.67 per share), and Class A Shares between $20.1 billion and $22.4 billion ($46.43 to $51.63 per share). Furthermore, the amendment includes the audited consolidated and combined financial statements of BAM ULC for the fiscal years ending December 31, 2024, 2023, and 2022, audited by Deloitte LLP. It also incorporates pro forma financial information, specifically a pro forma consolidated balance sheet as of December 31, 2024, and a pro forma consolidated statement of income for the year ended December 31, 2024, reflecting the acquisition of BAM ULC. These financial statements and pro forma data are crucial for investors seeking to understand the financial impact and implications of the reported transaction.

Brookfield Asset Management Ltd. (BAM) has filed a Form 8-K to announce its upcoming Annual Meeting of Shareholders, scheduled for May 5, 2025. The filing includes the Notice of Annual Meeting of Shareholders and Management Information Circular, along with the Proxy for Class A Limited Voting Shares. These documents provide important details regarding the meeting agenda, director nominations, and voting procedures for shareholders. Investors should review these materials to understand the proposals to be voted on at the annual meeting and to make informed decisions regarding their proxy voting. The information circular is particularly important as it outlines the company's corporate governance practices, executive compensation, and other key matters relevant to shareholder engagement.

Brookfield Asset Management Ltd. (BAM) has filed an 8-K report on March 31, 2025, to announce the issuance of a press release dated April 1, 2025. While the filing itself is brief and primarily serves as a notification of the press release, the accompanying document (Exhibit 99.1) is the critical source of new information for investors. Investors should carefully review the press release to understand the specific events, updates, or announcements made by BAM on April 1, 2025. This filing does not contain direct financial statements or material quantitative disclosures but directs stakeholders to the referenced press release for substantive content.

Brookfield Asset Management Ltd. (BAM) filed an 8-K on March 18, 2025, primarily to announce the issuance of a press release on March 18, 2025. While the 8-K itself does not contain extensive financial details or operational updates, the incorporated press release (Exhibit 99.1) is the key document for investors to review. This filing serves as notification that material information, likely related to the company's operations, strategic initiatives, or financial performance, has been disseminated through this press release. Investors should carefully examine Exhibit 99.1 for the specific details of the announcement.

Brookfield Asset Management Ltd. (BAM) reported strong financial performance for the fiscal year ending December 31, 2024. The company's asset management business saw significant growth in Fee-Bearing Capital, reaching $539 billion, driven by robust fundraising efforts across various strategies and a notable $49 billion inflow from the AEL Mandate. Fee Revenues increased by 7% to $4.7 billion, and Fee-Related Earnings grew by 10% to $2.5 billion, contributing to a 5% increase in Distributable Earnings to $2.4 billion. The company declared a quarterly dividend of $0.4375 per share, reflecting a 15% year-over-year increase, underscoring its commitment to returning capital to shareholders. A significant corporate development was the completion of a restructuring on February 4, 2025, whereby BAM consolidated 100% ownership of its asset management business, simplifying its structure and positioning it for potential inclusion in major stock indices. Despite market volatility and interest rate fluctuations, BAM's diversified strategies and strong operational expertise continue to drive consistent performance.

Brookfield Asset Management Ltd. (BAM) has filed an 8-K report on February 12, 2025, primarily to announce the release of its earnings press release dated February 12, 2025. This filing serves as notification that the company has disseminated its financial results and operational updates, as detailed in the attached Exhibit 99.1. Investors should refer to this press release for comprehensive information regarding BAM's financial condition and results of operations for the period ended February 11, 2025.