AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $169.0 |
| Non-Discretionary | $1.9 |
| Total | $170.9 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $101.5 |
| Institutional | $69.4 |
| Total | $170.9 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
| Custodian | Location | AUM |
|---|---|---|
| US BANK TRUST | NEW YORK-NY-USA | $0.1 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $69.4 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $69.4 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 100% | $69.4 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $69.4 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| BROOKFIELD ASSET MANAGEMENT PIC CANADA, LP | $101.3 | 151605 | |
| BROOKFIELD RENEWABLE ENERGY GROUP LLC | $76.0 | 316590 | |
| BROOKFIELD ASSET MANAGEMENT PIC ADVISER (PRIVATE EQUITY), L.P. | $64.6 | 171207 | |
| BROOKFIELD ASSET MANAGEMENT INSURANCE ADVISOR LLC | $34.5 | 312792 | |
| BROOKFIELD PUBLIC SECURITIES GROUP LLC | $21.7 | 110497 | |
| BROOKFIELD ASSET MGMT PRIVATE INST CAPITAL ADVISER (CREDIT), LLC | $0.8 | 170811 | |
| BROOKFIELD BRASIL ASSET MANAGEMENT INVESTIMENTOS LTDA. | $0.0 | 163311 | |
| BOP NW LOFT SUBHOLDINGS LLC | $0.0 | - | |
| 33RD STREET PARTNERS JV LLC | $0.0 | - | |
| SALI FUND PARTNERS LLC | $0.0 | - | |
| BROOKFIELD CAPITAL PARTNERS V CO-INVEST (CDN) GP LP | $0.0 | - | |
| BROOKFIELD GLOBAL RENEWABLE ENERGY ADVISOR LIMITED | $0.0 | - | |
| AGRICULTURE FUND II GP, LLC | $0.0 | - | |
| BROOKFIELD BHS ADVISORS LLC | $0.0 | 309500 | |
| BROOKFIELD CAPITAL PARTNERS GP (SMA) LTD. | $0.0 | - | |
| BROOKFIELD SPECIAL OPPORTUNITIES FUND GP LLC | $0.0 | - | |
| BROOKFIELD INFRASTRUCTURE FUND IV GP S.À R.L. | $0.0 | - | |
| FFI MF VALUE ADD FUND II GP LLC | $0.0 | - | |
| BROOKFIELD BB CO-INVEST GP LLC | $0.0 | - | |
| BREF ONE SERIES A MANAGER LLC | $0.0 | - | |
| EVERYDAY FINANCE DAC | $0.0 | - | |
| BOP W31 SUBHOLDINGS LLC | $0.0 | - | |
| BROOKFIELD CAPITAL PARTNERS V (CDN) GP LP | $0.0 | - | |
| BSREP II CANADA GP L.P. | $0.0 | - | |
| LINK FINANCIAL OUTSOURCING LTD | $0.0 | - | |
| BROOKFIELD SINGLE FAMILY RENTAL GP LLC | $0.0 | - | |
| BOP SE SUBHOLDINGS LLC | $0.0 | - | |
| BROOKFIELD CAPITAL PARTNERS II GP (NR) L.P. | $0.0 | - | |
| BROOKFIELD REAL ESTATE PARTNERS (A) SIB GP LIMITED | $0.0 | - | |
| BPR OP, LP | $0.0 | - | |
| LFE EUROPEAN ASSET MANAGEMENT S.À R.L. | $0.0 | - | |
| BROOKFIELD REAL ESTATE FINANCE FUND IV GP, LP | $0.0 | - | |
| BROOKFIELD CAPITAL SECURITIES LIMITED | $0.0 | broker-dealer | - |
| BCP V BRAND CO-INVEST GP LP | $0.0 | - | |
| FFI MF VALUE ADD FUND III GP LLC | $0.0 | - | |
| PENBROOK CAPITAL ADVISORS PRIVATE LIMITED | $0.0 | - | |
| SERA GLOBAL SECURITIES UK LP | $0.0 | broker-dealer | - |
| BIF IV ACCESS FUND GP LLC | $0.0 | - | |
| BROOKFIELD AMERICAS INFRASTRUCTURE FUND GP, L.P. | $0.0 | - | |
| BROOKFIELD PRIVATE ADVISORS LLC | $0.0 | broker-dealer | 151423 |
| LCM PARTNERS CO V FCP-SIF | $0.0 | - | |
| TITAN CO-INVESTMENT GP, LLC | $0.0 | - | |
| LIBERTY IC CASUALTY II LLC | $0.0 | - | |
| BROOKFIELD STRATEGIC REAL ESTATE PARTNERS II GP L.P. | $0.0 | - | |
| BREP BIF II US MANAGER LLC | $0.0 | - | |
| BROOKFIELD BRAZIL TIMBER MM I LLC | $0.0 | - | |
| BROOKFIELD GLOBAL CORE REAL ASSETS FUND GP LIMITED | $0.0 | - | |
| BROOKFIELD PROPERTIES (CANADA) INC. | $0.0 | - | |
| BROOKFIELD INVESTMENTS CORPORATION | $0.0 | - | |
| BROOKFIELD PREMIER REAL ESTATE PARTNERS US GP S.À R.L. | $0.0 | - | |
| BROOKFIELD RENEWABLE EU LIMITED | $0.0 | - | |
| BROOKFIELD FALCON GP LP | $0.0 | - | |
| BROOKFIELD REAL ESTATE PARTNERS (Q) SIB GP LIMITED | $0.0 | - | |
| BPOP INVESTOR SUBSIDIARY LLC | $0.0 | - | |
| BPG BERMUDA INSURANCE LIMITED | $0.0 | - | |
| BROOKFIELD WEC CO-INVEST GP L.P. | $0.0 | - | |
| LIBERTY IC CASUALTY LLC | $0.0 | - | |
| SENIOR REAL ESTATE FINANCE ACCOUNT (N) GP, LLC | $0.0 | - | |
| BROOKFIELD GLOBAL FUNDS GP TRUSTEE LIMITED | $0.0 | - | |
| BROOKFIELD BPY HOLDINGS INC. | $0.0 | - | |
| BROOKFIELD MANAGER (DIFC) EMPLOYEE MANAGEMENT LIMITED | $0.0 | broker-dealer | - |
| BSIP ACCESS FUND GP LLC | $0.0 | - | |
| BIF V BERMUDA GP LIMITED | $0.0 | - | |
| BROOKFIELD GLOBAL TRANSITION FUND II GP S.À. R.L. | $0.0 | - | |
| BROOKFIELD TECHNOLOGY GROWTH PARTNERS III ANNEX GP L.P. | $0.0 | - | |
| BROOKFIELD GLOBAL TRANSITION FUND II GP, L.P. | $0.0 | - | |
| BROOKFIELD INFRASTRUCTURE FUND V GP S.À R.L. | $0.0 | - | |
| BROOKFIELD TECHNOLOGY GROWTH PARTNERS III GP L.P. | $0.0 | - | |
| BCP V SCIENTIFIC GAMES CO-INVEST GP LP | $0.0 | - | |
| SLATE CO-INVEST GP LP | $0.0 | - | |
| BSI BERMUDA INVESTOR LP | $0.0 | - | |
| BROOKFIELD CAPITAL PARTNERS VI CO-INVEST (NON-CDN) GP LP | $0.0 | - | |
| BROOKFIELD ASSET MANAGEMENT (GERMANY) GMBH | $0.0 | - | |
| BROOKFIELD US 2 REAL ESTATE TWO LLC | $0.0 | - | |
| HAMMERSTONE CONTINUATION VEHICLE GP | $0.0 | - | |
| BROOKFIELD CAPITAL PARTNERS VI GP LLC | $0.0 | - | |
| BROOKFIELD REAL ESTATE SECONDARIES GP L.P. | $0.0 | - | |
| BROOKFIELD STRATEGIC REAL ESTATE PARTNERS IV GP L.P. | $0.0 | - | |
| BROOKFIELD STRATEGIC REAL ESTATE PARTNERS V GP II L.P. | $0.0 | - | |
| BEP BID FERROPORT HOLDINGS LIMITED | $0.0 | - | |
| BROOKFIELD INFRASTRUCTURE PARTNERS, L.P. | $0.0 | - | |
| BROOKFIELD SUPER-CORE INFRASTRUCTURE PARTNERS GP CANADA LIMITED | $0.0 | - | |
| BROOKFIELD INFRASTRUCTURE FUND II GP LLC | $0.0 | - | |
| BROOKFIELD CAPITAL PARTNERS IV GP (SMA) LTD. | $0.0 | - | |
| BPE IV (NON-CDN) MM LTD. | $0.0 | - | |
| BCP V DORNOCH CO-INVEST GP LP | $0.0 | - | |
| BCP V MODULAR SERVICES CO-INVEST GP LP | $0.0 | - | |
| BSI INVESTOR LP | $0.0 | - | |
| BROOKFIELD RENEWABLE ENERGY DEVELOPMENT (CHINA) CO., LTD. | $0.0 | - | |
| BROOKFIELD SPAIN ASSET MANAGEMENT, S.L. | $0.0 | - | |
| BROOKFIELD PREMIER REAL ESTATE PARTNERS GP L.P. | $0.0 | - | |
| BROOKFIELD INVESTMENT MANAGEMENT (CANADA) ULC | $0.0 | - | |
| BID II GP S.À R.L. | $0.0 | - | |
| BROOKFIELD TECHNOLOGY PARTNERS II GP L.P. | $0.0 | - | |
| BROOKFIELD TIMBERLANDS FUND V GP, LLC | $0.0 | - | |
| BROOKFIELD AUSTRALIA FUNDS MANAGEMENT LIMITED | $0.0 | broker-dealer | - |
| BROOKFIELD REAL ESTATE FINANCE FUND V GP, L.P. | $0.0 | - | |
| BOP MW RETAIL SUBHOLDINGS LLC | $0.0 | - | |
| TRICAP INDIA CAPITAL PRIVATE LIMITED | $0.0 | - | |
| BROOKFIELD REAL ESTATE PARTNERS (K) GP LIMITED | $0.0 | - | |
| BROOKFIELD SUPER-CORE INFRASTRUCTURE PARTNERS GP LLC | $0.0 | - | |
| BROOKFIELD OFFICE PROPERTIES EXCHANGE LP | $0.0 | - | |
| BROOKFIELD OFFICE PROPERTIES INC. | $0.0 | - | |
| BROOKFIELD REAL ESTATE FINANCE FUND VI AIV GP L.P. | $0.0 | - | |
| BSREP III ACCESS FUND GP LIMITED | $0.0 | - | |
| FF PROPERTIES L.P. | $0.0 | - | |
| BROOKFIELD REAL ASSETS HYBRID FUND GP LLC | $0.0 | - | |
| BROOKFIELD REAL ESTATE FINANCE FUND VI AIV GP OF GP LIMITED | $0.0 | - | |
| RISKCORP INC. | $0.0 | - | |
| BROOKFIELD PRIVATE CAPITAL (UK) LIMITED | $0.0 | broker-dealer | - |
| BREF PARADISE GP LLC | $0.0 | - | |
| BBFH LLC | $0.0 | - | |
| BROOKFIELD INFRASTRUCTURE FUND IV OFFICER GP LLC | $0.0 | - | |
| BROOKFIELD TK CO-INVEST GP LP | $0.0 | - | |
| BROOKFIELD CAPITAL PARTNERS V (CDN II) GP LP | $0.0 | - | |
| BSREP III AUSTRALIA GP PTY LTD | $0.0 | - | |
| BROOKFIELD STRATEGIC REAL ESTATE PARTNERS III GP OF GP LLC | $0.0 | - | |
| MONOCAP INVESTMENT ADVISORS PRIVATE LIMITED | $0.0 | - | |
| BROOKFIELD CANADA RENEWABLE MANAGER LP | $0.0 | 325790 | |
| REAL ESTATE SECONDARIES ACCOUNT (Q) NR AIV GP LLC | $0.0 | - | |
| BROOKFIELD SENIOR MEZZANINE REAL ESTATE FINANCE FUND GP OF GP LLC | $0.0 | - | |
| BIP BERMUDA HOLDINGS VI LIMITED | $0.0 | - | |
| BROOKFIELD OAKTREE WEALTH SOLUTIONS LLC | $0.0 | broker-dealer | 313390 |
| BROOKFIELD PRIVATE CAPITAL (DIFC) LIMITED | $0.0 | - | |
| BROOKFIELD CAPITAL MANAGEMENT LIMITED | $0.0 | broker-dealer | - |
| BID BREP AIV GP LIMITED | $0.0 | - | |
| BROOKFIELD GLOBAL TRANSITION FUND GP, L.P. | $0.0 | - | |
| BROOKFIELD TIMBER V MM LLC | $0.0 | - | |
| THAYER GP VI LLC | $0.0 | - | |
| BROOKFIELD GLOBAL INFRASTRUCTURE ADVISOR LIMITED | $0.0 | - | |
| BROOKFIELD DTLA GP LLC | $0.0 | - | |
| BROOKFIELD BHS ADVISORS (UK) LTD | $0.0 | broker-dealer | - |
| BROOKFIELD SUPER-CORE INFRASTRUCTURE PARTNERS GP OF GP LLC | $0.0 | - | |
| BROOKFIELD GLOBAL TRANSITION FUND OFFICER GP LLC | $0.0 | - | |
| BROOKFIELD CAPITAL PARTNERS (BERMUDA) LTD. | $0.0 | - | |
| BROOKFIELD EUROPEAN REAL ESTATE PARTNERSHIP GP S.À R.L. | $0.0 | - | |
| BRE COLOMBIA GP LIMITED | $0.0 | - | |
| BROOKFIELD MANAGEMENT EQUITY PLANS LIMITED | $0.0 | - | |
| BROOKFIELD ASSET MANAGEMENT KOREA LIMITED | $0.0 | - | |
| BIF II GP HOLDINGS BERMUDA LIMITED | $0.0 | - | |
| BROOKFIELD LISTED INFRASTRUCTURE GP LLC | $0.0 | - | |
| BROOKFIELD CAPITAL PARTNERS IV GP, LTD. | $0.0 | - | |
| BROOKFIELD SPECIAL INVESTMENTS FUND GP LLC | $0.0 | - | |
| BROOKFIELD PROPERTIES BRASIL REALTY ADMINISTRAÇÕES DE IMÓVEIS LTDA. | $0.0 | - | |
| BROOKFIELD INDIA INFRASTRUCTURE MANAGER PRIVATE LIMITED | $0.0 | - | |
| BROOKFIELD PROPERTY MANAGER (DIFC) LIMITED | $0.0 | - | |
| BROOKFIELD SENIOR MEZZANINE REAL ESTATE FINANCE FUND GP L.P. | $0.0 | - | |
| BROOKFIELD PROPERTY PREFERRED EQUITY INC. | $0.0 | - | |
| BROOKFIELD INFRASTRUCTURE GROUP COLOMBIA S.A.S. | $0.0 | - | |
| BROOKFIELD INFRASTRUCTURE GROUP (AUSTRALIA) PTY LTD. | $0.0 | - | |
| BROOKFIELD CAPITAL PARTNERS LLC | $0.0 | - | |
| BROOKFIELD INFRASTRUCTURE FUND V GP LLC | $0.0 | - | |
| BSREP II UPPER TIER POOLING GP L.P. | $0.0 | - | |
| BSREP V BERMUDA GP L.P. | $0.0 | - | |
| REAL ESTATE SECONDARIES ACCOUNT (K) GP LLC | $0.0 | - | |
| REAL ESTATE SECONDARIES ACCOUNT (N) AIV GP LLC | $0.0 | - | |
| REAL ESTATE SECONDARIES ACCOUNT (N) GP LLC | $0.0 | - | |
| REAL ESTATE SECONDARIES ACCOUNT (P) GP LLC | $0.0 | - | |
| REAL ESTATE SECONDARIES ACCOUNT (Q) GP LLC | $0.0 | - | |
| BROOKFIELD CAPITAL (AUSTRALIA) PTY LTD | $0.0 | - | |
| BREF CO-INVEST SIDECAR GP LTD. | $0.0 | - | |
| BRP GROUP CANADA ULC | $0.0 | - | |
| BROOKFIELD BRP EUROPE HOLDINGS (BERMUDA) LIMITED | $0.0 | - | |
| BROOKFIELD STRATEGIC REAL ESTATE PARTNERS V GP L.P. | $0.0 | - | |
| BROOKFIELD ASSET MANAGEMENT PRIVATE INSTITUTIONAL CAPITAL ADVISER (BMG), LLC | $0.0 | - | |
| BCPREP CANADA GP INC. | $0.0 | - | |
| BREF PARADISE GP LIMITED | $0.0 | - | |
| BROOKFIELD REAL ESTATE PARTNERS (C) GP LLC | $0.0 | - | |
| BGREAL IRELAND LIMITED | $0.0 | - | |
| BROOKFIELD BRP CHILE HOLDINGS SPA | $0.0 | - | |
| BROOKFIELD INFRASTRUCTURE GROUP LLC | $0.0 | - | |
| BROOKFIELD RENEWABLE GROUP AUSTRALIA PTY LTD. | $0.0 | - | |
| BROOKFIELD (SHANGHAI) PRIVATE FUNDS MANAGEMENT CO., LTD. | $0.0 | - | |
| BIP INDIA INFRA PROJECTS MANAGEMENT SERVICES PRIVATE LIMITED | $0.0 | - | |
| BROOKFIELD GLOBAL TRANSITION FUND GP S.À R.L. | $0.0 | - | |
| BROOKFIELD BRAZIL LTD. | $0.0 | - | |
| WELLS STREET PARTNERS MANAGER, LLC | $0.0 | - | |
| BROOKFIELD INFRASTRUCTURE FUND IV GP LLC | $0.0 | - | |
| BSREP II BERMUDA GP L.P. | $0.0 | - | |
| BREOF ASSET MANAGEMENT LLC | $0.0 | - | |
| BROOKFIELD MULTI-STRATEGY FUND GP LLC | $0.0 | - | |
| LCM COPS V S.À R.L. | $0.0 | - | |
| BSREP III BERMUDA GP L.P. | $0.0 | - | |
| BROOKFIELD INFRASTRUCTURE GROUP BERMUDA LIMITED | $0.0 | - | |
| BCP V ACCESS FUND GP LLC | $0.0 | - | |
| BROOKFIELD ADVISORS INDIA PRIVATE LIMITED | $0.0 | - | |
| BROOKFIELD ADVISORS (HONG KONG) LIMITED | $0.0 | broker-dealer | - |
| BID I GP S.À R.L. | $0.0 | - | |
| BROOKFIELD AMERICAS INFRASTRUCTURE FUND (DELAWARE PIV) GP, LLC | $0.0 | - | |
| BIF II NITRO GENERAL PARTNER (BERMUDA) L.P. | $0.0 | - | |
| BROOKFIELD BRAZIL AGRILAND MM LLC | $0.0 | - | |
| BROOKFIELD CAPITAL PARTNERS V GP S.À R.L. | $0.0 | - | |
| PENTACAP ADVISORS PRIVATE LIMITED | $0.0 | - | |
| BIF IV BERMUDA GP LIMITED | $0.0 | - | |
| LCH EUROPEAN PORTFOLIO HOLDINGS LTD | $0.0 | - | |
| BROOKFIELD REINSURANCE LIMITED | $0.0 | - | |
| BOP NW SUBHOLDINGS LLC | $0.0 | - | |
| BROOKFIELD PRIVATE FUNDS HOLDINGS INC. | $0.0 | - | |
| BOP NY PROPERTY SUBHOLDINGS I LLC | $0.0 | - | |
| BROOKFIELD SPECIAL INVESTMENTS FUND OFFICER GP LLC | $0.0 | - | |
| BROOKFIELD PROPERTY FINANCE ULC | $0.0 | broker-dealer | - |
| BROOKFIELD CAPITAL PARTNERS II GP L.P. | $0.0 | - | |
| BOP NE SUBHOLDINGS LLC | $0.0 | - | |
| SERA GLOBAL REAL ESTATE GROUP GERMANY GMBH | $0.0 | broker-dealer | - |
| BROOKFIELD PROPERTY PARTNERS L.P. | $0.0 | - | |
| BROOKFIELD CAPITAL PARTNERS LTD. | $0.0 | - | |
| BROOKFIELD CAPITAL PARTNERS V GP LLC | $0.0 | - | |
| BROOKFIELD BRP HOLDINGS (CANADA) INC. | $0.0 | - | |
| BROOKFIELD BRAZIL TIMBER GP MM II LLC | $0.0 | - | |
| BRE CO INVEST I GP LIMITED | $0.0 | - | |
| BROOKFIELD STRATEGIC REAL ESTATE PARTNERS III GP L.P. | $0.0 | - | |
| SERA GLOBAL SECURITIES US LLC | $0.0 | broker-dealer | 283339 |
| BROOKFIELD SINGAPORE PTE. LTD | $0.0 | - | |
| BROOKFIELD REAL ESTATE FINANCE FUND VI GP, L.P. | $0.0 | - | |
| BROOKFIELD INVESTMENT CONSULTING (SHANGHAI) CO., LTD. | $0.0 | - | |
| BROOKFIELD GLOBAL TIMBER FUND GP, LP | $0.0 | - | |
| BROOKFIELD AMERICAS INFRASTRUCTURE FUND (CANADIAN PIV) GP, INC. | $0.0 | - | |
| BROOKFIELD JAPAN KABUSHIKI KAISHA | $0.0 | - | |
| BSREP III AUSTRALIA SUB GP PTY LTD | $0.0 | - | |
| BROOKFIELD SENIOR MEZZANINE REAL ESTATE FINANCE FUND GP OF GP OFFICER LLC | $0.0 | - | |
| BROOKFIELD GLOBAL FUNDS GP LIMITED | $0.0 | - | |
| BROOKFIELD REAL ESTATE FINANCE FUND V GP OF GP LLC | $0.0 | - | |
| BSREP III-B ACCESS FUND GP LLC | $0.0 | - | |
| BROOKFIELD INFRASTRUCTURE FUND III GP LLC | $0.0 | - | |
| BRAND CANADIAN SPECIAL FUNDING GP, INC. | $0.0 | - | |
| BID BEP AIV GP LIMITED | $0.0 | - | |
| BROOKFIELD GLOBAL BUSINESS ADVISOR LIMITED | $0.0 | - | |
| SERA GLOBAL SECURITIES CANADA LP | $0.0 | broker-dealer | - |
| BROOKFIELD CAPITAL PARTNERS V (NON-CDN) GP LP | $0.0 | - | |
| BROOKFIELD FUNDS MANAGEMENT LIMITED | $0.0 | broker-dealer | - |
| BROOKFIELD REAL ESTATE FINANCE FUND VI GP OF GP LLC | $0.0 | - | |
| BSIP GP S.À R.L. | $0.0 | - | |
| LCM CAPITAL LLP | $0.0 | - | |
| BIF III CANADA GP LP | $0.0 | - | |
| CEE ALTERNATIVE INVESTMENTS MANAGEMENT S.A R.L | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
15 active
| Name | Title |
|---|---|
| FLATT, BRUCE, JAMES | MANAGING PARTNER AND CHIEF EXECUTIVE OFFICER OF BROOKFIELD CORPORATION AND BROOKFIELD ASSET MANAGEMENT LTD. |
| FISHER-DAYN, RONALD | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER |
| KINGSTON, BRIAN, WILLIAM | CHIEF EXECUTIVE OFFICER, REAL ESTATE |
| POWELL, WILLIAM | CHIEF OPERATING OFFICER |
| RANJAN, ANUJ | MANAGING PARTNER |
| BEBER, JUSTIN | CHIEF ADMINISTRATIVE OFFICER AND GENERAL COUNSEL |
| GOODMAN, NICHOLAS, HOWARD | CHIEF FINANCIAL OFFICER |
| BARON, LOWELL, GRANT | CHIEF INVESTMENT OFFICER |
ADVDB.CO • SOURCE: SEC
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-03-06 | $170.9 | $0.0 | 0% | 1,592 | 0 | 0% |
| 2024-04-02 | $171.0 | -$0.1 | 0% | 1,592 | 0 | 0% |
| 2023-04-04 | $162.3 | $8.7 | 5% | 1,681 | -89 | -5% |
| 2022-04-01 | $137.1 | $33.8 | 25% | 1,543 | 49 | 3% |
| 2021-04-05 | $108.7 | $62.2 | 57% | 1,354 | 238 | 18% |
| 2020-04-01 | $110.1 | $60.8 | 55% | 754 | 838 | 111% |
| 2019-04-01 | $75.7 | $95.2 | 126% | 754 | 838 | 111% |
| 2018-04-02 | $52.4 | $118.5 | 226% | 598 | 994 | 166% |
| 2017-04-01 | $39.1 | $131.8 | 337% | 772 | 820 | 106% |
| 2016-04-01 | $32.8 | $138.2 | 422% | 437 | 1,155 | 264% |
| 2015-04-01 | $21.4 | $149.5 | 699% | 433 | 1,159 | 268% |
| 2014-04-01 | $16.0 | $154.9 | 965% | 279 | 1,313 | 471% |
| 2013-04-01 | $26.2 | $144.8 | 553% | 230 | 1,362 | 592% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| NY, NY-03/29/2019 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV