Welcome to our dedicated page for Brookfield Asst SEC filings (Ticker: BAM), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Brookfield Asset Management Ltd. (NYSE: BAM, TSX: BAM) is a British Columbia–incorporated company and a leading global alternative asset manager headquartered in New York. Its Class A Limited Voting Shares are registered under Section 12(b) of the Securities Exchange Act of 1934 and trade under the symbol BAM on the New York Stock Exchange, as confirmed in its Form 8-K filings. The SEC filings page on Stock Titan brings together Brookfield Asset Management’s U.S. regulatory disclosures, with AI-powered tools to help interpret key documents.
Brookfield Asset Management uses Form 8-K to report material events, including earnings releases, financing transactions, strategic partnerships and other significant developments. Recent 8-K filings reference press releases on quarterly financial results, the launch of a global AI infrastructure program, strategic partnerships in AI infrastructure, conference presentations and the renewal of its normal course issuer bid. Other 8-Ks describe the offering and issuance of senior notes due 2030 and 2036 under an indenture with Canadian and U.S. trustees, including interest rates, maturity dates, redemption provisions and change-of-control protections.
In addition to current reports, investors can access Brookfield Asset Management’s annual reports (Form 20-F or similar), quarterly results materials and other filings through EDGAR. The company has stated that its returns and reports are filed on EDGAR and SEDAR+, and that hard copies of annual and quarterly reports are available on request. These filings provide detail on assets under management, fee-related earnings, distributable earnings, segment performance across infrastructure, renewable power and transition, private equity, real estate and credit, and information about Brookfield Asset Management’s relationship with Brookfield Corporation.
On Stock Titan, AI-powered summaries highlight the main points of Brookfield Asset Management’s filings, helping readers quickly understand what changes in each document may mean for the business. Users can review 8-Ks for material events, track registered securities information, and follow how Brookfield Asset Management describes its alternative asset management platform and capital structure in its official regulatory disclosures.
Brookfield-affiliated entities reported a stock-based fee payment from Brookfield Real Estate Income Trust Inc. On January 21, 2026, the REIT issued 104,268.008 shares of Class I Common Stock to Brookfield REIT Adviser LLC as payment of the monthly management fee under their advisory agreement. The shares were valued at $10.431 per share.
Following this transaction, Brookfield REIT Adviser LLC indirectly held 318,917.841 Class I shares of the issuer. The filing notes these shares are held directly by the Adviser and indirectly through several Brookfield entities, including Brookfield Corporation and Brookfield Asset Management affiliates. The reporting persons state that they disclaim beneficial ownership of any securities beyond their respective pecuniary interests.
Brookfield Asset Management Ltd. filed a current report to note that it issued a press release on January 9, 2026. The company says the press release is included as Exhibit 99.1 and is incorporated by reference into the filing. This update is presented under the "Other Events" section, indicating the disclosure of a company development without providing financial results or transaction details in the text provided.
Brookfield Asset Management Ltd. filed a current report to note that it issued a press release on January 8, 2026. The press release is attached as Exhibit 99.1 and is incorporated by reference, but the contents of that release are not described in this document. The filing is presented as an "Other Events" update, indicating a general corporate or informational announcement rather than a specific financial transaction or earnings release.
Brookfield Real Estate Income Trust Inc. reported an insider transaction involving its external adviser. On December 31, 2025, 313,603 shares of Class I common stock were redeemed at $10.431 per share. The shares were held by Brookfield REIT Adviser LLC, which received them as payment of the monthly management fee under the advisory agreement with the trust and its operating partnership.
After this redemption, 106,700 shares of Class I common stock remained beneficially owned indirectly, with the filing made jointly by multiple Brookfield entities as 10% owners. The reporting persons state that the shares are held directly by Brookfield REIT Adviser LLC and indirectly through a chain of Brookfield affiliates, and they disclaim beneficial ownership beyond their respective pecuniary interests.
Brookfield Asset Management affiliates filed an amended initial insider ownership report for Brookfield Real Estate Income Trust Inc. as directors and 10% owners, updating their indirect stakes as of 11/24/2025. They report beneficial ownership of 72,256 shares of Class E common stock held through BIM Capital LLC and 420,303 shares of Class I common stock held through Brookfield REIT Adviser LLC.
The filing details multi‑level ownership chains through several Brookfield entities and states that each reporting person disclaims beneficial ownership beyond its pecuniary interest. It also explains that this amendment is made solely to add Brookfield Public Securities Group Holdings LLC to the joint report, with certain other affiliates filing a separate report due to EDGAR limits on the number of reporting persons.
Brookfield Asset Management Ltd. (BAM) completed a new debt financing, issuing
The notes pay interest semi-annually, with the 2030 notes paying on May 15 and November 15 starting
BAM may redeem each series before maturity, initially at a make-whole price and later at 100% of principal plus accrued interest, and may also redeem if certain Canadian withholding tax changes occur. The indenture limits BAM’s ability to incur liens and requires an offer to repurchase the notes at
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