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) reported third-quarter 2026 revenue of $2.149 billion, compared with $1.252 billion in 2025, and net income attributable to common stockholders of $2.645 billion, compared with $724 million. Diluted earnings per share were $1.64, versus $0.44. Other income, net was $1.741 billion, compared with an expense of $107 million; investment income was $764 million, including $604 million of unrealized carried-interest allocations, versus $112 million and $112 million, respectively, in 2025.
Operating cash flow was $554 million, compared with $745 million a year earlier. On July 31, 2026, Brookfield completed the acquisition of the remaining approximate 26% common equity interest in Oaktree and its affiliates for aggregate consideration of approximately $2.9 billion, of which approximately $2.2 billion was attributable to BAM. BAM acquired the remaining interest in Oaktree’s asset management business, bringing its ownership to 100%; Oaktree’s operations contributed $308 million in revenue and $34 million in net income from August 1, 2026 to September 30, 2026.
Brookfield Asset Management Ltd. (BAM) reported third-quarter fee-related earnings of $864 million, up 15% year over year, and distributable earnings of $763 million, up 15%. Fee-related earnings and distributable earnings per share were $0.54 and $0.47, respectively. Net income was $3.0 billion, including a $2.0 billion non-cash gain on the acquisition and consolidation of Oaktree.
Fundraising totaled $25 billion in the quarter and $123 billion year to date. Fee-bearing capital was $682 billion, up 13% year over year; the company raised $157 billion over the past 12 months. It invested $18 billion and monetized $12 billion during the quarter, and completed the acquisition of Oaktree’s remaining interest in July.
The board declared a quarterly dividend of $0.5025 per share, payable December 31, 2026, to shareholders of record November 30, 2026. Corporate liquidity was $2.1 billion as of September 30, 2026. Results are unaudited; the new presentation for partner managers did not affect fee-related earnings, distributable earnings or net income.
Brookfield Asset Management Ltd. (BAM) announced it will host its third-quarter 2026 results conference call and webcast on November 6, 2026, at 10:00 a.m. ET. Results are scheduled for release that morning before 7:00 a.m. ET and will be available on the company’s website. Participants can pre-register for the conference call or register for the webcast. Brookfield describes itself as managing over $1 trillion in assets under management across infrastructure, energy, private equity, real estate and credit.
Brookfield Asset Management Ltd. announced the final close of Oaktree’s Asset-Backed Finance Fund (ABF I), with $2 billion of commitments across the Fund and related investment vehicles, achieving its target fundraise.
Oaktree’s strategy provides flexible capital solutions to originators in equipment leasing, transportation, consumer, real estate and infrastructure. Across the broader ABF platform, Oaktree has invested more than $19 billion and developed relationships with hundreds of third-party originators. Brookfield’s broader asset-based finance platform totals more than $60 billion and includes specialty finance, residential non-qualified mortgages, aviation lending, music royalties, fund finance and digital infrastructure leases.
Brookfield Asset Management Ltd. welcomed a U.S.–Korea framework that commits up to $120 billion of Korean investment to support construction of eight large reactors at U.S. federal sites. The framework’s terms are non-binding and subject to final negotiations. The projects include six Westinghouse AP1000 reactors and two Korean APR1400 reactors that also incorporate Westinghouse technology.
The framework provides for Korea to make an equity investment of between 5% and 10% in Westinghouse. For the two APR1400 reactors, Westinghouse is to receive an upfront payment, guaranteed scope of work, and a fuel-fabrication services contract. The framework is separate from the Department of Energy’s June 2026 strategic partnership, which includes a $17.5 billion conditional loan funding arrangement.
Brookfield Asset Management Ltd. (BAM) intends to revise its presentation of fee revenues, partner-manager expenses and fee-bearing capital beginning with third-quarter 2026 results, expected to be released November 6, 2026. The new presentation will show BAM’s proportionate share of partner managers’ fee revenues and expenses rather than its share of their fee-related earnings on a net basis, and will include fee-bearing capital for assets where partner managers receive servicing fees.
For the quarter ended June 30, 2026, the recast tables show fee revenues of $1,587 million under the new presentation versus $1,494 million under the prior presentation; fee-related earnings remained $808 million and distributable earnings $707 million under both presentations. Total credit fee-bearing capital was $349 billion under the new presentation versus $326 billion under the prior presentation. The supplemental schedules recast the quarter ended June 30, 2026 and the prior seven quarters. BAM says the presentation change does not affect previously reported fee-related or distributable earnings and expects the revised approach in future segment U.S. GAAP results and prior comparable periods.
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.