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Brookfield Asset Management Ltd. SEC Filings

BAM NYSE

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.

Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on Brookfield Asset Management Ltd.'s stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.

Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into Brookfield Asset Management Ltd.'s regulatory disclosures and financial reporting.

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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.

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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.

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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.

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Brookfield Asset Management reported that the U.S. Department of Energy’s Office of Energy Dominance Financing has issued a conditional commitment for $17.5 billion in loan facilities to support new U.S. nuclear reactors using Westinghouse AP1000 technology. The “American Supply Chain Loans” are intended to finance long-lead equipment for up to 10 reactors, with DOE expecting to make up to five separate loans, each backing two reactors. Brookfield and partners own 51% of Westinghouse, with Cameco holding 49%. The package is expected to let utility and energy company partners accelerate construction and commercial operations by up to three years, with a goal of having 10 reactors under construction by 2030, subject to Westinghouse and its partners meeting technical, legal, environmental and financial conditions.

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Brookfield Asset Management Ltd. announced a joint venture with Mitsubishi HC Capital Inc. to create a privately held renewable energy company focused on operating assets in Europe. The initial seed portfolio includes about 570 megawatts of installed capacity across the U.K., Spain, Sweden, Finland, France and Ireland, with an equity value of approximately EUR 400 million.

These assets are largely covered by long-term power purchase agreements with a weighted average remaining term of about 10 years, supporting more predictable cash flows. The partners plan to target additional stabilized operating assets in Europe and Australia, including onshore wind, utility-scale solar and battery energy storage, with Brookfield overseeing operations and both parties funding future acquisitions on a pro rata basis. The venture is expected to launch in the second half of 2026, subject to required approvals and closing conditions.

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Brookfield Asset Management Ltd. has agreed to invest $500 million in The OpenAI Deployment Company, a new AI deployment platform formed with OpenAI and other global investors. The platform is designed to help large enterprises move from pilot AI projects to full, enterprise-wide deployment.

Brookfield plans to use this partnership to accelerate productivity initiatives, enhance decision-making and improve efficiency across its operating companies and investment platform. Brookfield Business Corporation, the listed flagship of Brookfield’s private equity business, will lead the investment, aligning with Brookfield’s focus on operational value creation and transforming essential industrial and services businesses.

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Brookfield Asset Management Ltd. reported the results of its 2026 annual and special meeting of shareholders held in New York. All 12 director nominees received very strong support, with votes for individual nominees ranging from 1,464,943,326 to 1,494,995,659, or about 97.92% to 99.93% of votes cast.

Additional proposals on the agenda also drew more than 99% of votes cast in favor, based on the reported for and against tallies. The company describes itself as a leading global alternative asset manager with over $1 trillion of assets under management across infrastructure, energy, private equity, real estate, and credit.

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Brookfield Asset Management Ltd. reports solid results for the three months ended March 31, 2026. Total revenues rose to $1,338 million, driven mainly by base management and advisory fees of $860 million, incentive fees of $130 million and higher investment income of $112 million.

Total expenses were $733 million, including compensation and operating costs of $475 million and carried interest allocation compensation of $211 million. Net income reached $586 million, with net income attributable to common stockholders of $617 million, translating into basic and diluted earnings per share of $0.38, up from $0.36 a year earlier.

The balance sheet shows total assets of $17,937 million and total liabilities of $6,702 million. Operating activities generated $338 million of cash, while the company returned capital through $809 million of distributions to common stockholders and $376 million of treasury share purchases, ending the period with $1,096 million in cash and cash equivalents.

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Brookfield Asset Management Ltd. reported strong first quarter 2026 results driven by higher fees, robust fundraising and active capital deployment. Net income was $586 million, while fee-related earnings rose 11% year-over-year to $772 million and distributable earnings increased 7% to $702 million. Last twelve months fee-related earnings reached $3.1 billion, up 18%.

The firm fundraised $21 billion in the quarter and $67 billion year-to-date, lifting fee-bearing capital to $614 billion, up 12% year-over-year. Brookfield deployed or committed to deploy $34 billion and monetized $8 billion across infrastructure, energy, private equity, real estate and credit strategies, while holding $137 billion of uncalled commitments and $2.5 billion of corporate liquidity as of March 31, 2026.

The board declared a quarterly dividend of $0.5025 per share, payable on June 30, 2026. Brookfield was awarded a mandate to manage $40 billion of Just Group insurance assets, expected to generate about $100 million of annual base fee revenue, and repurchased $375 million of its shares in the quarter.

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Brookfield Asset Management Ltd. has completed its acquisition of Peakstone Realty Trust in an all-cash transaction valuing Peakstone at approximately $1.2 billion. Peakstone shareholders received $21.00 per share in cash, and Peakstone’s shares have been delisted from the New York Stock Exchange, making it a privately held company.

Peakstone adds a portfolio of over 70 industrial assets, including industrial outdoor storage and traditional industrial properties. These assets will be integrated into Brookfield’s global logistics platform, which spans more than 160 million square feet across over 800 properties in 19 countries.

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FAQ

How many Brookfield Asset Management Ltd. (BAM) SEC filings are available on StockTitan?

StockTitan tracks 44 SEC filings for Brookfield Asset Management Ltd. (BAM), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Brookfield Asset Management Ltd. (BAM)?

The most recent SEC filing for Brookfield Asset Management Ltd. (BAM) was filed on July 27, 2026.