Brookfield Asset Management (NYSE: BAM) issues $750M 6.077% notes due 2055

Rhea-AI Filing Summary

Brookfield Asset Management Ltd. disclosed that it has launched an offering of $750 million of 6.077% senior notes due 2055. These are long-term debt securities that will require Brookfield to pay 6.077% interest each year until their 2055 maturity. The company has provided a press release and both preliminary and final Canadian term sheets as exhibits, which outline the detailed terms of the notes and are tied to its existing Form F-10 shelf registration in Canada and the U.S.

Insights

Credit & Capital Structure Analyst

Brookfield adds $750M long-term debt via 6.077% 2055 notes.

Brookfield Asset Management is issuing $750 million in 6.077% senior notes due 2055, extending its debt profile far into the future. Senior notes rank ahead of subordinated debt and equity in a payout scenario, so they sit relatively high in the capital structure.

The coupon of 6.077% locks in a fixed borrowing cost to 2055, which can help planning but also commits the company to long-term interest payments. The filing ties the notes to an existing Form F-10 registration and includes Canadian term sheets, indicating the securities are being offered under an established shelf framework.

Future disclosures in periodic reports may provide more detail on how the additional debt fits within Brookfield’s leverage targets, interest coverage, and use of proceeds, which are key considerations for assessing longer-term balance sheet flexibility.

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d)

of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): September 4, 2025

Brookfield Asset Management Ltd.

(Exact name of registrant as specified in its charter)

British Columbia, Canada		001-41563		98-1702516
(State or Other Jurisdiction of Incorporation)		(Commission File No.)		(IRS Employee Identification No.)

Brookfield Place

250 Vesey Street, 15th Floor

New York, NY 10281-0221

(Address of Principal Executive Offices)

(212) 417-7000

(Registrant’s telephone number, including area code)

(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

¨ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

¨ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

¨ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

¨ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of Each Class		Trading Symbol(s)		Name of Each Exchange on Which Registered
Class A Limited Voting Shares		BAM		New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ¨

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ¨

Item 8.01 Other Events.

On September 4, 2025, Brookfield Asset Management Ltd. (“BAM”) issued a press release announcing its offering of $750 million of 6.077% senior notes due 2055 (the “Notes”). The press release is filed as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated by reference into this Item 8.01.

The Preliminary Canadian Term Sheet and the Final Canadian Term Sheet relating to the sale of the Notes are filed as Exhibits 99.2 and 99.3 to this Current Report on Form 8-K and are incorporated by reference into this Item 8.01 and BAM’s Registration Statement on Form F-10 (File No. 333-287429).

Item 9.01 Financial Statements and Exhibits.

(d) Exhibits.

Exhibit Number		Description
99.1		Press Release, dated September 4, 2025.
99.2		Preliminary Canadian Term Sheet, dated September 4, 2025.
99.3		Final Canadian Term Sheet, dated September 4, 2025.
104		Cover Page Interactive Data File (embedded within the Inline XBRL document).

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Date: September 4, 2025

	Brookfield Asset Management Ltd.
	By:	/s/ Kathy Sarpash
	Name:	Kathy Sarpash
	Title:	Managing Director, Legal & Regulatory and Corporate Secretary

FAQ

What debt securities is Brookfield Asset Management (BAM) offering in this filing?

Brookfield Asset Management Ltd. is offering $750 million of 6.077% senior notes due 2055, which are long-term debt securities paying a fixed interest rate until maturity.

What is the interest rate on Brookfield Asset Management (BAM) new notes?

The new senior notes carry a fixed annual interest rate, or coupon, of 6.077% until they mature in 2055.

When do Brookfield Asset Management (BAM) 6.077% senior notes mature?

The 6.077% senior notes that Brookfield Asset Management Ltd. is offering will mature in 2055, making them very long-term obligations.

How large is Brookfield Asset Management (BAM) latest senior notes offering?

The offering size is $750 million in aggregate principal amount of 6.077% senior notes due 2055.

What supporting documents did Brookfield Asset Management (BAM) file for the notes offering?

Brookfield filed a press release, a Preliminary Canadian Term Sheet, and a Final Canadian Term Sheet as exhibits, all relating to the 6.077% senior notes due 2055.

Under which registration statement are Brookfield Asset Management (BAM) notes being offered?

The Canadian term sheets for the notes are incorporated by reference into BAM’s Registration Statement on Form F-10 (File No. 333-287429).