Brookfield Public Securities Group LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 31, 2026, reports $66.5B in regulatory assets under management, 90 employees, 3 offices, and 92 accounts.
Assets Under Management
$66.5B
Employees
90
Offices
3 offices
Total Clients
428
Primary office
NEW YORK, NY
BROOKFIELD PLACE, 225 LIBERTY STREET, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 80.4% of total clients.
Top client categories% of clientsClients
1
Individuals
80.4%
344
2
Insurance Cos.
6.5%
28
3
Pooled Investment Vehicles
5.4%
23
4
Investment Cos.
1.9%
8
5
Corporations
1.9%
8
Categories with <5 clients
Charitable Organizations<5 clients
Sovereign wealth funds and foreign official institutions<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$66.5Bas of March 31, 2026
Discretionary100.0%
$66.4B
100% of total RAUM100.0%
Non-discretionary0.0%
$18M
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$66.5B
Total Accounts92
10Y AUM Change+$56.1B (+544.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees90
Clients per Employee5:1
10Y Employee Change-32 (-26.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.