Welcome to our dedicated page for Brookfield Asset Management Ltd. 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. filings document material-event disclosures for a global alternative asset manager with Class A Limited Voting Shares listed under BAM. Recent Form 8-K reports cover operating results, shareholder voting matters, completed platform acquisitions, investment partnerships and debt financing activity.
The filing record includes disclosures on board-election vote results for Class A and Class B shareholders, senior notes issued under indenture supplements, press-release exhibits and capital-structure details. These filings also identify registered securities, governance matters and transaction-related events affecting Brookfield’s investment management platform.
Brookfield Asset Management Ltd. (BAM), through its flagship private equity strategy, has agreed to acquire 100% of Reliance Worldwide Corporation, a global manufacturer of plumbing and heating solutions listed on the ASX. The all-cash proposal is for US$3.38 per share, implying an enterprise value of approximately US$2.8 billion for Reliance. The Reliance board has unanimously recommended the proposal, with shareholders to vote on the agreement. The investment will be funded through the Brookfield Capital Partners strategy and Brookfield Business Corporation. The transaction is subject to customary shareholder, regulatory and government approvals and is expected to close in Q1 2027.
Brookfield Asset Management Ltd. (BAM) reported that it will participate in a joint Investor Day in New York with Brookfield Corporation on Thursday, September 17, 2026. Brookfield Asset Management’s session will run from 12:45 to 2:45 p.m. Eastern Time, followed by Brookfield Corporation’s session from 3:00 to 5:00 p.m. Eastern Time.
The companies will provide a live webcast and presentation materials at www.brookfield.com/investorday and their respective investor relations websites, with a replay available shortly after the event. Brookfield is described as a global investment firm with more than $1 trillion in assets under management and a presence in over 50 countries.
Brookfield Asset Management Ltd. (BAM) announced that it has been selected by the UK’s Nuclear Liabilities Fund (NLF) to manage a long-term, multi-asset investment mandate with an initial $1 billion (c.£750 million) commitment, reported under an Other Events 8-K.
The mandate will be managed by Brookfield’s Investment Solutions Group, chaired by Howard Marks and led by Alper Daglioglu, investing globally across infrastructure, energy, private equity, real estate and private credit through fund commitments, direct investments and co-investments. The portfolio is structured to reinvest proceeds and emphasize long-term compounding to help NLF meet multi-decade nuclear decommissioning costs for eight UK power stations.
Brookfield Asset Management Ltd. reports the geographic composition of its asset-management business. As of June 30, 2026, it managed approximately $1.3 trillion of assets under management, including $617.3 billion, or 49%, in investments located in the United States, its largest single-country exposure. Europe accounted for $263.8 billion (21%), Asia Pacific $159.0 billion (12%), Canada $67.3 billion (5%) and other regions $160.4 billion (13%).
For the twelve months ended June 30, 2026, about 50% of capital raised for Brookfield and Oaktree private funds came from U.S. investors, with the remainder sourced from Europe, Asia Pacific, Canada and other regions. The disclosure highlights both where client capital is raised and where underlying investments are located.
Brookfield Asset Management Ltd. reported much stronger results for the quarter and six months ended June 30, 2026. For the quarter, total revenues were $1,753 million, up from $1,090 million a year earlier, driven mainly by higher base management and advisory fees of $919 million and a swing in investment income, with unrealized carried interest allocations of $553 million compared with a loss in 2025.
Quarterly net income was $1,172 million versus $584 million, and net income attributable to common stockholders was $904 million, or $0.56 basic EPS, compared with $620 million, or $0.38. For the first half of 2026, revenues totaled $3,091 million versus $2,171 million, and net income attributable to common stockholders was $1,521 million versus $1,201 million. Operating cash flow for the first half rose to $883 million from $643 million, while total assets increased to $20,080 million and total equity to $9,188 million as of June 30, 2026.
Brookfield Asset Management reported record second quarter results, driven by strong fundraising and higher fee-related earnings. Net income was $1.2 billion for the quarter and $3.1 billion over the last twelve months. Fee-related earnings rose 20% year-over-year to $808 million, while distributable earnings increased 15% to $707 million. Fee-bearing capital reached $672 billion, up 19% year-over-year, supported by record fundraising of $77 billion in the quarter and $98 billion year-to-date.
The company deployed $21 billion and monetized $11 billion of assets during the quarter across infrastructure, energy, private equity, real estate and credit strategies. The board declared a quarterly dividend of $0.5025 per share, payable September 29, 2026. Strategic moves included completing the acquisition of Oaktree, expanding partnerships in AI infrastructure and energy (including a $25 billion Bloom Energy framework and a €30 billion French AI infrastructure framework), announcing a $100 billion AI data center campus plan, and repurchasing $200 million of shares. Uncalled fund commitments totaled $149 billion, and corporate liquidity was $3.1 billion as of June 30, 2026.
Brookfield Asset Management Ltd. and Brookfield Corporation completed the previously announced acquisition of Oaktree on July 31, 2026. Brookfield acquired the remaining 26% interest it did not already own, for total consideration of approximately $3.0 billion in cash and BN and BAM shares, and now owns 100% of Oaktree.
The combination creates a global credit platform of about $365B, spanning opportunistic credit, real asset credit, asset-backed finance and corporate performing credit. Brookfield reports more than $1 trillion in assets under management, with the U.S. now its largest market, home to over 60% of employees and nearly half of revenue.
Howard Marks and Bruce Karsh will serve as Co-Chairs of Oaktree, with Marks also acting as Chair of Brookfield's Investment Solutions Group and a Director of Brookfield Corporation. Brookfield highlights Oaktree's presence in 18 countries and cautions that statements about the acquisition's expected impact are forward-looking and subject to risks and uncertainties.
Brookfield Asset Management Ltd. reported that NAVER, NVIDIA and Brookfield plan a major expansion of Korea’s sovereign AI factory infrastructure. The initial 55 megawatt NVIDIA DSX AI factory at NAVER’s GAK Sejong hyperscale data center is planned to scale to 200 megawatts by 2028 using NVIDIA’s DSX platform.
NVIDIA plans to invest $1 billion into NAVER Corp., while Brookfield plans to fund up to $9 billion for AI infrastructure, with NAVER providing the remaining financing. NAVER ultimately intends to deploy 1 gigawatt of NVIDIA AI infrastructure to support AI innovators in Korea and the U.S. Brookfield highlights this project within an AI infrastructure platform managing about $100 billion in assets, as part of its broader base of more than $1 trillion in assets under management.
Brookfield Asset Management Ltd. entered into an agreement to acquire Aypa Power from funds managed by Blackstone Energy Transition Partners for approximately $7 billion enterprise value at closing, representing $3 billion equity value. The transaction includes Aypa’s operating, under-construction and contracted projects, its development platform and an approximately 200-person team.
Aypa is described as the largest standalone battery storage developer in North America, with about 6.5 GW of operating, under-construction and contracted capacity and a development pipeline exceeding 20 GW. Its operating and under-construction portfolio is 95% contracted with investment-grade customers, with an average remaining contract life of 17 years. Brookfield states the deal provides a leading presence in the North American battery energy storage systems market and will be pursued through the second vintage of its flagship global transition strategy alongside institutional partners including Brookfield Renewable Partners. Closing is subject to customary regulatory approvals.
Brookfield Asset Management Ltd. filed an 8-K to announce logistics for its second quarter 2026 results conference call and webcast. The company plans to release results on the morning of August 5, 2026, prior to 7:00 a.m. ET, followed by a call at 10:00 a.m. ET.
Participants can access the event via a pre-registered conference call link or a webcast link provided in the announcement. The company describes itself as a leading global alternative asset manager headquartered in New York, with over $1 trillion of assets under management across infrastructure, energy, private equity, real estate, and credit.