DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Brookfield Asset Management Pic Adviser (Private Equity), L.P.

Asset manager (funds and pooled vehicles)Toronto, Ontario, CRD 171207SEC 801-79916websiteIAPD
Latest filing Jul 10, 2026
First filing on the tape Jun 6, 2014 · 23 filings
SEC status approved since Jun 25, 2014
RAUM
$74B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
1,402
1,402 advisory (5.B.1)
Offices
31
beyond the principal office
Private funds
123
reported on Schedule D
History
23 filings and snapshots on the tape
RAUM$74B as of Jul 10, 2026
Mar 31, 2015$4 then
HNW client RAUM$0 as of Jul 10, 2026
Mar 30, 2018$0 then
State-registered IARs (5.B.3)0 as of Jul 10, 2026
Mar 31, 20150 then
Employees (5.A)1,402 as of Jul 10, 2026
Mar 31, 2015437 then
Private funds123 as of Jul 10, 2026
Mar 31, 20153 then
RAUM +1.2% over the last fiscal year+3.6% a year over threeIARs 0 to 0offices 27 to 31
Practice profile
derived from the filing of Jul 10, 2026; every figure names its basis
Archetypes, each a printed rule
  • Broker-dealer affiliated · Item 7.A.1 (broker-dealer affiliate) and at least 50 registered representatives (Item 5.B.2), or the adviser is itself a broker-dealer (6.A.1)
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$591MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived32 offices incl. principal (1.F.5)
RAUM growth, one year
+1.2%derivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, performance-basedreportedItem 5.E
Advisory activities
portfolio management for pooled vehiclesreportedItem 5.G
Custody
$74B, 125 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
  • a related person has custody of client cash (9.B.1.a)
  • a related person has custody of client securities (9.B.1.b)
  • marketing includes testimonials (5.L.1.c)
  • marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$74B100%
Individual clients
0reported
HNW clients
0reported
Pension plan clients
0reported
Charitable clients
0reported
Accounts
125reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
$74B for 125 clientsreported
Compensation
% of AUM, performancereported
Class basis
private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=true bd_reps=84.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Private funds
      103 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      Brookfield Capital Partners V, L.P.Private Equity Fund$5.1B131Mar 28, 2019
      Bcp V Aiv Fund LPPrivate Equity Fund$4.3B1Mar 28, 2019
      Brookfield Capital Partners Vi L.P.Private Equity Fund$2.3B106Mar 31, 2023
      Bcp Vi (Bbp) Aiv L.P.Private Equity Fund$2.1B1Mar 31, 2023
      Brookfield Capital Partners V (Cr), L.P.Private Equity Fund$1.7B39Mar 28, 2019
      Panther B-Class LPPrivate Equity Fund$1.3B1Mar 30, 2020
      Brookfield Capital Partners IV, L.P.Private Equity Fund$1.2B128Mar 31, 2015
      Panther Co-Invest Vehicle LPPrivate Equity Fund$1.2B1Mar 30, 2020
      Brookfield Special Investments Fund (Nus) L.P.Private Equity Fund$1.1B26Mar 31, 2022
      Bcp Vi Central Co-Invest L.P.Private Equity Fund$1.0B28Mar 31, 2023
      Falcon Co-Invest LPPrivate Equity Fund$953M3Mar 30, 2020
      Brookfield Panther Co-Invest Non-US LPPrivate Equity Fund$937M35Mar 30, 2020
      Bbu Panther Co-Invest LPno longer reportedPrivate Equity Fund$804M1Mar 30, 2020
      Brookfield Capital Partners Vi (Cr) L.P.Private Equity Fund$802M39Mar 31, 2023
      Bcp Vi Central Co-Invest II L.P.Private Equity Fund$768M20Mar 31, 2023
      Bcp V Scientific Games Co-Invest Non-US LPPrivate Equity Fund$762M13Mar 31, 2023
      Bcp V Modular Services Co-Invest LPPrivate Equity Fund$716M14Mar 31, 2022
      Brookfield Capital Partners V (Sma-C) L.P.Private Equity Fund$714M3Mar 28, 2019
      New Bcp IV Aiv LPPrivate Equity Fund$685M1Mar 31, 2017
      Brookfield Capital Partners IV (Cr), L.P.Private Equity Fund$617M32Mar 31, 2015
      Bcp V Dexko Co-Invest LPPrivate Equity Fund$593M29Mar 31, 2022
      Marlin Capital Investments LLCPrivate Equity Fund$551M4Mar 30, 2018
      Brookfield Special Investments Fund L.P.Private Equity Fund$509M11Mar 31, 2022
      Bristlecone Capital Investments LPPrivate Equity Fund$496M4Mar 30, 2018
      Bsi Audience Co-Invest L.P.Private Equity Fund$435M2Mar 31, 2023
      Bcp Vi (Bam) Aiv L.P.Private Equity Fund$403M1Mar 29, 2024
      Brookfield Btg III Investments L.P.Private Equity Fund$385M1Mar 31, 2023
      Bcp Vi Audience Co-Invest L.P.Private Equity Fund$356M9Mar 31, 2023
      Brookfield Capital Partners V (Er) ScspPrivate Equity Fund$353M13Mar 28, 2019
      Brookfield Technology Partners II L.P.Private Equity Fund$340M85Mar 31, 2021
      Brookfield Capital Partners Vi (Sma-C) L.P.Private Equity Fund$277M3Mar 31, 2023
      Bam V Aiv L.P.no longer reportedPrivate Equity Fund$277M1Mar 30, 2020
      Brookfield Panther Co-Invest II Non-US LPPrivate Equity Fund$272M3Mar 30, 2020
      Bcp V Brand Co-Invest LPPrivate Equity Fund$226M20Mar 31, 2021
      Bsi Co-Invest C L.P.Private Equity Fund$196M2Mar 31, 2023
      Brookfield Capital Partners (Sma-C) L.P.no longer reportedPrivate Equity Fund$195M2Mar 30, 2016
      Brookfield Slate Co-Invest LPPrivate Equity Fund$194M4Mar 31, 2023
      Brookfield Hso Co-Invest II LPPrivate Equity Fund$189M1Mar 30, 2020
      Bcp V Scientific Games Co-Invest LPPrivate Equity Fund$175M3Mar 31, 2023
      Brookfield Capital Partners Fund III L.P.Private Equity Fund$152M22Mar 30, 2012
      All funds of Brookfield Asset Management Pic Adviser (Private Equity), L.P.
      Owners and control persons
      Schedule A and B, latest filing
      • Justin Beber · Managing Partner, Chief Administrative Officer And General Counsel Of Brookfield Asset Management Ltd.control
        since 01/2018 · owns less than 5%
      • Ben Brown · Managing Partnercontrol
        since 01/2019 · owns less than 5%
      • Ronald Fisher-Dayn · Managing Partner And Chief Compliance Officercontrol
        since 09/2013 · owns less than 5%
      • James Bruce Flatt · Managing Partner And Chief Executive Officer Of Brookfield Corporation And Brookfield Asset Management Ltd.control
        since 03/2002 · owns less than 5%
      • Howard Nicholas Goodman · Managing Partner, President And Chief Financial Officer Of Brookfield Corporationcontrol
        since 02/2020 · owns less than 5%
      • William Brian Kingston · Managing Partner And Chief Executive Officercontrol
        since 11/2015 · owns less than 5%
      • Cyrus Madon · Managing Partner And Chief Executive Officer Of Brookfield Private Equity Groupcontrol
        since 02/2002 · owns less than 5%
      • Bahir Manios · Managing Partner, Chief Financial Officer Of Brookfield Asset Management Ltd.control
        since 08/2004 · owns less than 5%
      • Lori Pearson · Managing Partner And Chief Operating Officer Of Brookfield Corporationcontrol
        since 08/2016 · owns less than 5%
      • Samuel Pollock · Managing Partnercontrol
        since 02/2002 · owns less than 5%
      • Josh Raffaelli · Managing Partnercontrol
        since 01/2020 · owns less than 5%
      • Anuj Ranjan · Managing Partner And President Of Brookfield Private Equity Groupcontrol
        since 01/2014 · owns less than 5%
      • Sachin Shah · Managing Partnercontrol
        since 01/2014 · owns less than 5%
      • Connor Teskey · Managing Partner, President Of Brookfield Asset Management Ltd., Chief Executive Officer, Renewable Power And Transitioncontrol
        since 04/2019 · owns less than 5%
      • Stewart Upson · Managing Partnercontrol
        since 01/2014 · owns less than 5%
      Entity owners
      • Bpeg Manager Holdings LP · Limited Partner
        direct · owns 75% or more
      • Brookfield Pe Gp Ulc · General Partner
        direct · owns less than 5%
      • Brookfield Asset Management Ltd · Shareholder
        indirect · owns 25% to 50% of Brookfield Asset Management Ulc · public reporting company
      • Brookfield Asset Management Ulc · Shareholder
        indirect · owns 75% or more of Bpeg Manager Holdings LP
      • Brookfield Asset Management Ulc · Shareholder
        indirect · owns 75% or more of Brookfield Pe Gp Ulc
      • Brookfield Corporation · Shareholder
        indirect · owns 75% or more of Brookfield Asset Management Ulc · public reporting company
      Related persons
      Schedule D 7.A
      • 33rd Street Partners Jv LLC
        pooled vehicle sponsorn
      • Agriculture Fund II Gp, LLC
        pooled vehicle sponsorn
      • Bbfh LLC
        pooled vehicle sponsorn
      • Bcp V Access Fund Gp LLC
        bankpooled vehicle sponsorn
      • Bcp V Brand Co-Invest Gp LP
        pooled vehicle sponsorn
      • Bcp V Dornoch Co-Invest Gp LP
        pooled vehicle sponsorn
      • Bcp V Modular Services Co-Invest Gp LP
        pooled vehicle sponsorn
      • Bcp V Scientific Games Co-Invest Gp LP
        pooled vehicle sponsorn
      • Bcprep Canada Gp Inc.
        pooled vehicle sponsorn
      • Bep Bid Ferroport Holdings Limited
        pooled vehicle sponsorn
      • Bgreal Ireland Limited
        investment advisern
      • Bid Bep Aiv Gp Limited
        pooled vehicle sponsorn
      • Bid Brep Aiv Gp Limited
        pooled vehicle sponsorn
      • Bid I Gp S.A.R.L.
        pooled vehicle sponsorn
      • Bid II Gp S.A.R.L.
        pooled vehicle sponsorn
      • Bif II Gp Holdings Bermuda Limited
        pooled vehicle sponsorn
      • Bif II Nitro General Partner (Bermuda) L.P.
        pooled vehicle sponsorn
      • Bif III Canada Gp LP
        pooled vehicle sponsorn
      • Bif IV Access Fund Gp LLC
        pooled vehicle sponsorn
      • Bif IV Bermuda Gp Limited
        pooled vehicle sponsorn
      • Bif V Bermuda Gp Limited
        pooled vehicle sponsorn
      • Bip Bermuda Holdings Vi Limited
        pooled vehicle sponsorn
      • Bip India Infra Projects Management Services Private Limited
        investment advisern
      • Bop Mw Retail Subholdings LLC
        pooled vehicle sponsorn
      • Bop Ne Subholdings LLC
        pooled vehicle sponsorn
      • Bop Nw Loft Subholdings LLC
        pooled vehicle sponsorn
      • Bop Nw Subholdings LLC
        pooled vehicle sponsorn
      • Bop Ny Property Subholdings I LLC
        pooled vehicle sponsorn
      • Bop Se Subholdings LLC
        pooled vehicle sponsorn
      • Bop W31 Subholdings LLC
        pooled vehicle sponsorn
      Advisers that list Brookfield Asset Management Pic Adviser (Private Equity), L.P. as a related person
      Offices
      Schedule D 1.F, the 25 largest
      • New York, NY271 employees
      • London, United Kingdom123 employees
      • Sydney, Australia102 employees
      • Mumbai, India37 employees
      • Dubai, United Arab Emirates29 employees
      • Income At Raffles, Singapore29 employees
      • Worthing, Barbados25 employees
      • Shanghai, China20 employees
      • Chicago, IL13 employees
      • Menlo Park, CA10 employees
      • Hamilton, Bermuda9 employees
      • Cleveland, OH7 employees
      • Tokyo, Japan6 employees
      • Seoul, Korea, South4 employees
      • Madrid, Spain4 employees
      • Beijing, China3 employees
      • Frankfurt, Germany3 employees
      • Central, Hong Kong3 employees
      • Westlake Village, CA3 employees
      • Chicago, IL2 employees
      • Grand Duchy Of Luxembourg, Luxembourg2 employees
      • Biddeford, ME1 employees
      • Toronto, Canada1 employees
      • Calgary, Canada1 employees
      What changed
      consecutive filings, newest first
      • Accounts · 104 to 125
        Jul 30, 2025 to Mar 31, 2026
      • Advisory employees · 1,219 to 1,402
        Jul 30, 2025 to Mar 31, 2026
      • BD registered reps · 69 to 84
        Jul 30, 2025 to Mar 31, 2026
      • Pooled vehicle clients · 104 to 125
        Jul 30, 2025 to Mar 31, 2026
      • Assets in custody · $73B to $74B
        Jul 30, 2025 to Mar 31, 2026
      • Employees · 1,219 to 1,402
        Jul 30, 2025 to Mar 31, 2026
      • Other offices · 27 to 31
        Jul 30, 2025 to Mar 31, 2026
      • Private funds · 102 to 123
        Jul 30, 2025 to Mar 31, 2026
      • Discretionary RAUM · $73B to $74B
        Jul 30, 2025 to Mar 31, 2026
      • Pooled vehicle RAUM · $73B to $74B
        Jul 30, 2025 to Mar 31, 2026
      • RAUM · $73B to $74B
        Jul 30, 2025 to Mar 31, 2026
      • Financial planning clients · unset to
        Mar 31, 2025 to Jul 30, 2025
      • Accounts · 93 to 104
        May 9, 2024 to Mar 31, 2025
      • Advisory employees · 1,175 to 1,219
        May 9, 2024 to Mar 31, 2025
      • BD registered reps · 51 to 69
        May 9, 2024 to Mar 31, 2025
      • Pooled vehicle clients · 93 to 104
        May 9, 2024 to Mar 31, 2025
      • Assets in custody · $65B to $73B
        May 9, 2024 to Mar 31, 2025
      • Employees · 1,175 to 1,219
        May 9, 2024 to Mar 31, 2025
      • HQ state · unset to
        May 9, 2024 to Mar 31, 2025
      • Other offices · 29 to 27
        May 9, 2024 to Mar 31, 2025
      • Private funds · 91 to 102
        May 9, 2024 to Mar 31, 2025
      • Discretionary RAUM · $65B to $73B
        May 9, 2024 to Mar 31, 2025
      • Pooled vehicle RAUM · $65B to $73B
        May 9, 2024 to Mar 31, 2025
      • RAUM · $65B to $73B
        May 9, 2024 to Mar 31, 2025
      • Accounts · 83 to 93
        May 22, 2023 to Mar 29, 2024
      • Advisory employees · 1,179 to 1,175
        May 22, 2023 to Mar 29, 2024
      • BD registered reps · 46 to 51
        May 22, 2023 to Mar 29, 2024
      • Pooled vehicle clients · 83 to 93
        May 22, 2023 to Mar 29, 2024
      • Assets in custody · $66B to $65B
        May 22, 2023 to Mar 29, 2024
      • Employees · 1,179 to 1,175
        May 22, 2023 to Mar 29, 2024
      • Other offices · 25 to 29
        May 22, 2023 to Mar 29, 2024
      • Private funds · 81 to 91
        May 22, 2023 to Mar 29, 2024
      • Discretionary RAUM · $66B to $65B
        May 22, 2023 to Mar 29, 2024
      • Pooled vehicle RAUM · $66B to $65B
        May 22, 2023 to Mar 29, 2024
      • RAUM · $66B to $65B
        May 22, 2023 to Mar 29, 2024
      • Accounts · 43 to 83
        Mar 31, 2022 to Mar 31, 2023
      • Advisory employees · 1,116 to 1,179
        Mar 31, 2022 to Mar 31, 2023
      • BD registered reps · 44 to 46
        Mar 31, 2022 to Mar 31, 2023
      • Pooled vehicle clients · 43 to 83
        Mar 31, 2022 to Mar 31, 2023
      • Assets in custody · $29B to $66B
        Mar 31, 2022 to Mar 31, 2023
      Signals
      28 dated events
      • Marcus John Stinebaugh (Managing Partner) no longer on Schedule A of Brookfield Asset Management Pic Adviser (Private Equity), L.P. (listed 2023-05-22, absent 2024-03-29)
        Mar 29, 2024 · Control person left · inference
      • William Powell (Managing Partner And Chief Operating Officer) no longer on Schedule A of Brookfield Asset Management Pic Adviser (Private Equity), L.P. (listed 2023-05-22, absent 2024-03-29)
        Mar 29, 2024 · Control person left · inference
      • Connor Teskey (Managing Partner, President Of Brookfield Asset Management Ltd., Chief Executive Officer, Renewable Power And Transition) appeared on Schedule A of Brookfield Asset Management Pic Adviser (Private Equity), L.P.
        Mar 29, 2024 · Control person joined · fact
      • Brookfield Asset Management Pic Adviser (Private Equity), L.P. reported RAUM $66.5B, up 132% from $28.6B (2022-03-31 to 2023-03-31)
        Mar 31, 2023 · RAUM change · derived
      • Bahir Manios (Managing Partner, Chief Financial Officer Of Brookfield Asset Management Ltd.) appeared on Schedule A of Brookfield Asset Management Pic Adviser (Private Equity), L.P.
        Mar 31, 2023 · Control person joined · fact
      • William Alexander Craig Noble (Managing Partner And Chief Executive Officer) no longer on Schedule A of Brookfield Asset Management Pic Adviser (Private Equity), L.P. (listed 2021-03-31, absent 2022-03-31)
        Mar 31, 2022 · Control person left · inference
      • Samuel Pollock (Managing Partner And Chief Executive Officer) appeared on Schedule A of Brookfield Asset Management Pic Adviser (Private Equity), L.P.
        Mar 31, 2022 · Control person joined · fact
      • Brookfield Asset Management Pic Adviser (Private Equity), L.P. reported 26 offices beyond its principal office, up from 10 (2020-04-14 to 2021-03-31)
        Mar 31, 2021 · Office count change · derived
      • Brookfield Asset Management Pic Adviser (Private Equity), L.P. reported RAUM $38.1B, up 30% from $29.3B (2020-04-14 to 2021-03-31)
        Mar 31, 2021 · RAUM change · derived
      • Douglas Brian Lawson (Vice Chairman Of Brookfield Asset Management Inc.) no longer on Schedule A of Brookfield Asset Management Pic Adviser (Private Equity), L.P. (listed 2020-04-14, absent 2021-03-31)
        Mar 31, 2021 · Control person left · inference
      • Miles Jeffrey Blidner (Vice Chairman Of Brookfield Asset Management Inc.) no longer on Schedule A of Brookfield Asset Management Pic Adviser (Private Equity), L.P. (listed 2020-04-14, absent 2021-03-31)
        Mar 31, 2021 · Control person left · inference
      • Lori Pearson (Managing Partner And Chief Operating Officer) appeared on Schedule A of Brookfield Asset Management Pic Adviser (Private Equity), L.P.
        Mar 31, 2021 · Control person joined · fact
      • Nicholas Goodman (Managing Partner And Chief Financial Officer) appeared on Schedule A of Brookfield Asset Management Pic Adviser (Private Equity), L.P.
        Mar 31, 2021 · Control person joined · fact
      • Justin Beber (Managing Partner & Chief Legal Officer) appeared on Schedule A of Brookfield Asset Management Pic Adviser (Private Equity), L.P.
        Mar 31, 2021 · Control person joined · fact
      • Anuj Ranjan (Managing Partner) appeared on Schedule A of Brookfield Asset Management Pic Adviser (Private Equity), L.P.
        Mar 31, 2021 · Control person joined · fact
      • Marcus John Stinebaugh (Managing Partner) appeared on Schedule A of Brookfield Asset Management Pic Adviser (Private Equity), L.P.
        Mar 31, 2021 · Control person joined · fact
      • Josh Raffaelli (Managing Partner) appeared on Schedule A of Brookfield Asset Management Pic Adviser (Private Equity), L.P.
        Mar 31, 2021 · Control person joined · fact
      • Ben Brown (Managing Partner) appeared on Schedule A of Brookfield Asset Management Pic Adviser (Private Equity), L.P.
        Mar 31, 2021 · Control person joined · fact
      • Sachin Shah (Managing Partner,Chief Investment Officer) appeared on Schedule A of Brookfield Asset Management Pic Adviser (Private Equity), L.P.
        Mar 31, 2021 · Control person joined · fact
      • Stewart Upson (Managing Partner) appeared on Schedule A of Brookfield Asset Management Pic Adviser (Private Equity), L.P.
        Mar 31, 2021 · Control person joined · fact
      • William Powell (Managing Partner And Chief Operating Officer) appeared on Schedule A of Brookfield Asset Management Pic Adviser (Private Equity), L.P.
        Mar 31, 2021 · Control person joined · fact
      • William Brian Kingston (Managing Partner And Chief Executive Officer) appeared on Schedule A of Brookfield Asset Management Pic Adviser (Private Equity), L.P.
        Mar 31, 2021 · Control person joined · fact
      • William Alexander Craig Noble (Managing Partner And Chief Executive Officer) appeared on Schedule A of Brookfield Asset Management Pic Adviser (Private Equity), L.P.
        Mar 31, 2021 · Control person joined · fact
      • Brookfield Asset Management Pic Adviser (Private Equity), L.P. reported 10 offices beyond its principal office, down from 15 (2019-11-18 to 2020-03-30)
        Mar 30, 2020 · Office count change · derived
      • Brookfield Asset Management Pic Adviser (Private Equity), L.P. reported RAUM $29.3B, up 49% from $19.7B (2019-11-18 to 2020-03-30)
        Mar 30, 2020 · RAUM change · derived
      • Brookfield Asset Management Pic Adviser (Private Equity), L.P. reported RAUM $19.7B, up 107% from $9.5B (2018-03-30 to 2019-03-28)
        Mar 28, 2019 · RAUM change · derived
      • Brookfield Asset Management Pic Adviser (Private Equity), L.P. reported RAUM $9.5B, up 86% from $5.1B (2017-03-31 to 2018-03-30)
        Mar 30, 2018 · RAUM change · derived
      • Brookfield Asset Management Pic Adviser (Private Equity), L.P. filed its initial SEC registration (Form ADV)
        Jun 6, 2014 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      How to reach
      public business contact points only, each with its source
      Website
      BROOKFIELD.COMreportedpublic record, Form ADV, Sep 17, 2026
      Principal office phone
      416-363-9491reportedpublic record, Form ADV, Jul 10, 2026
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026