Firm profile

BROOKFIELD ASSET MANAGEMENT PIC BMG, LLC

NEW YORK, NYCRD 312797Latest ADV March 31, 2026

Brookfield Asset Management Pic Bmg, 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 $912M in regulatory assets under management, 1,096 employees, 28 offices, and 5 accounts.

Assets Under Management
$912M
Employees
1,096
Offices
28 offices
Total Clients
5
Primary office
NEW YORK, NY
BROOKFIELD PLACE, 225 LIBERTY STREET, 8TH FLOOR, NEW YORK, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

6 roles identified
CEOBruce J. Flatt
CEOConnor Teskey
CCORonald Fisher-dayn

Advisory services offered

2 types reported
Portfolio management for pooled investment vehicles
Selection of other advisers

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 80.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
80.0%
4
2
SECURITIES ISSUED BY POOLED INVESTMENT VEHICLES
20.0%
1

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$912Mas of March 31, 2026
Discretionary89.2%
$813M
89% of total RAUM89.2%
Non-discretionary10.8%
$99M
11% of total RAUM10.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$912M
Total Accounts5
10Y AUM Change+$886M (+3489.4%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees1,096
Clients per Employee0:1
10Y Employee Change+260 (+31.1%)

* 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.