BAM Credit And Insurance Solutions Advisor LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 312792
- Registered since
- March 29, 2021
- Website
- www.brookfield.com
- Custodians
- J.P. MORGAN SECURITIES INC., THE BANK OF NEW YORK MELLON
- Fee structure
- Percentage of AUM
- Client types
- Insurance Companies97.13%
- Banking / Thrift Institutions1.04%
- Corporations / Businesses1.04%
- Pooled Investment Vehicles0.79%
- Services
- Portfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
BAM Credit And Insurance Solutions Advisor LLC is an institutional registered investment adviser organized as an LLC and registered with the SEC in 2021. The firm serves institutional clients under a percentage-of-AUM fee model and is structured to provide portfolio management for businesses and institutions as well as the selection of other advisers. It is also registered to operate as a CPO/CTA and reports activity across multiple industry roles (including broker-dealer, banking, insurance, real estate, and sponsor/GP roles). The firm identifies as an active ESG investor and does not describe itself as a capital allocator.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Investment Grade Corp Bonds35%
- Other35%
- Non-Exchange Traded Equities21%
- US Government Bonds7%
- Sovereign Bonds2%
Owners & executives
3 of 4
Nicholas Goodman
President and Chief Financial OfficerCRD 7336708
Hadley Marshall
Chief Financial OfficerCRD 4592100
James Flatt
Chief Executive OfficerCRD 5718634
Contacts
3 of 4
Craig Noble
Managing PartnerCRD 6175300
Connor Teskey
PresidentCRD 7359378
Lori Pearson
Vice ChairCRD 7336704
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 225 Liberty Streeet
- Time zone
- ET (UTC-5)
- Office locations
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