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 Asset Management Ltd. has established a new commercial paper program that allows it to issue unsecured short-term notes up to a maximum aggregate amount outstanding of $1 billion at any time. This flexible funding tool is intended to provide another source of short-term capital.
The company states that proceeds from any commercial paper issuance will be used for general corporate purposes, which can include routine funding needs or broader corporate activities. The notes will be offered on a private placement basis and will not be registered under the U.S. Securities Act, limiting offers and sales in the United States to transactions relying on applicable exemptions.
Brookfield Asset Management Ltd. reported that it is partnering with British Columbia Investment Management Corporation and Norges Bank Investment Management to launch Northview Energy, a privately held renewable energy platform focused on contracted, operating assets in the U.S. and Canada.
Northview’s seed portfolio will consist of 22 utility-scale solar and onshore wind assets totaling approximately 2.3 gigawatts of operating capacity across six U.S. power markets. These newly operational projects are backed by long-term power purchase agreements with investment grade counterparties, with a weighted average remaining term of about 16 years.
The three partners will fund and own Northview Energy equally and share customary governance rights, with a dedicated management team to be appointed. Northview has also entered into a Framework Agreement for potential future acquisitions of renewable assets from Brookfield-managed portfolio companies representing up to $1.5 billion of equity capital, subject to approvals and customary closing conditions, with launch expected in the second quarter of 2026.
Brookfield Asset Management Ltd. reported strong 2025 growth as a global alternative asset manager with over $1 trillion of Assets Under Management and $603 billion of Fee-Bearing Capital, 87% of which is long-dated or perpetual. Revenue rose to $4.8 billion, driven by higher base management and incentive fees, while net income attributable to common stockholders increased to $2.485 billion. Fee Revenues reached $5.5 billion and Fee-Related Earnings $3.0 billion, with Distributable Earnings of $2.7 billion. The firm raised over $110 billion of new capital, expanding across infrastructure, renewable power and transition, private equity, real estate, and credit, and ended the year with $134 billion of uncalled private fund commitments. Brookfield advanced major AI infrastructure initiatives and agreed to acquire the remaining 26% of Oaktree for approximately $3 billion, while also issuing long-dated senior notes, increasing its dividend and executing share repurchases.
BROOKFIELD REAL ESTATE INCOME TRUST INC. reported an equity-based management fee payment. The company issued 105,895 shares of Class I common stock at a price of $10.3778 per share to Brookfield REIT Adviser LLC as the monthly management fee under its advisory agreement.
After this transaction, the Adviser held a total of 426,650.841 shares of the issuer’s common stock. The shares are held directly by the Adviser and indirectly through several Brookfield-affiliated entities, which all disclaim beneficial ownership beyond their respective pecuniary interests.
Brookfield Asset Management Ltd. appointed Connor Teskey as Chief Executive Officer, effective February 3, 2026. Teskey, age 38, has served as President since 2022 and leads Brookfield’s Renewable Power and Transition business, as well as serving as CEO of Brookfield Renewable Partners.
As part of the transition, Bruce Flatt resigned as Chief Executive Officer of Brookfield Asset Management Ltd. on February 3, 2026 and will continue as Chair of the Board and as Chief Executive Officer of Brookfield Corporation. The Board also appointed Bruce Karsh as a director, succeeding William Powell, who resigned as a director effective the same date.
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.