BAM announces $600M and $400M senior notes offering in two tranches

Brookfield Asset Management Ltd. announced an offering of senior notes in two tranches.

Rhea-AI Filing Summary

Brookfield Asset Management Ltd. announced an offering of senior notes in two tranches. The company plans to issue US$600 million of 4.653% senior notes due 2030 and US$400 million of 5.298% senior notes due 2036.

The announcement was made via press release, with preliminary and final Canadian term sheets filed as exhibits and incorporated by reference into Brookfield’s Form F-10 registration statement. These filings outline the key terms of the debt offering and provide the market with formal details on coupon rates and maturities.

Insights

Debt capital markets analyst

BAM plans a two-tranche senior notes offering totaling US$1.0B.

Brookfield Asset Management announced senior notes of US$600 million at 4.653% due 2030 and US$400 million at 5.298% due 2036. These fixed-rate coupons and staggered maturities provide defined borrowing terms.

The filing lists the press release and Canadian term sheets as exhibits, with incorporation by reference into a Form F-10. This indicates the offering details are formally documented for potential purchasers across applicable jurisdictions.

Activity will depend on market execution and final settlement specifics. Subsequent filings may provide allocation and closing information.

8-K Event Classification

2 items: 8.01, 9.01

2 items

Item 8.01 Other Events Other

Voluntary disclosure of events the company deems important to shareholders but not covered by other items.

Item 9.01 Financial Statements and Exhibits Exhibits

Financial statements, pro forma financial information, or exhibit attachments filed with this report.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What did BAM (BAM) announce in its latest filing?

Brookfield Asset Management announced an offering of senior notes in two tranches: US$600 million 4.653% due 2030 and US$400 million 5.298% due 2036.

What are the coupon rates and maturities of BAM’s new notes?

The notes carry coupons of 4.653% due in 2030 and 5.298% due in 2036.

How much total principal is BAM offering in senior notes?

The offering totals US$1.0 billion in principal across two tranches.

Where can I find the detailed terms of BAM’s notes offering?

The press release and Canadian term sheets are filed as Exhibits 99.1, 99.2, and 99.3 and incorporated by reference into BAM’s Form F-10.

What exchange lists BAM’s Class A Limited Voting Shares?

BAM’s Class A Limited Voting Shares trade on the New York Stock Exchange under the symbol BAM.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 11/13/2025 - 06:39 PM Learn about SEC filing dates

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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): November 13, 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 November 13, 2025, Brookfield Asset Management Ltd. (“BAM”) issued a press release announcing its offering of US$600 million principal amount of 4.653% senior notes due 2030 (the “2030 Notes”) and US$400 million principal amount of 5.298% senior notes due 2036 (together with the 2030 Notes, 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 November 13, 2025.
99.2		Preliminary Canadian Term Sheet, dated November 13, 2025.
99.3		Final Canadian Term Sheet, dated November 13, 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: November 13, 2025

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