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

RIASEC RegisteredEst. 2014
Total AUM
$73.8B
Discretionary
$73.8B
100% of AUM
Avg account
$591M
Accounts
125
Employees
1,402
Advisory reps
14

Firm details

Headquarters
Toronto Ontario,
CRD number
171207
Registered since
June 25, 2014
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

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Overview

Brookfield Asset Management Pic Adviser (Private Equity), L.P. operates as a limited partnership that advises pooled private equity vehicles for institutional investors. The adviser registered with the SEC in 2014 and is owned in part by a foreign entity and individuals. Its business footprint includes roles as a commodity pool operator/commodity trading advisor (CPO/CTA) and as portfolio manager for pooled investment vehicles. Brookfield charges a mix of percentage-of-AUM and performance-based fees and identifies itself as an active ESG investor. The firm maintains multiple industry affiliations, including broker-dealer relationships, other investment advisers, banking and trust companies, sponsors/GPs of pooled vehicles, and connections to law, insurance and real estate firms.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 6
  • James Flatt

    James Flatt

    Chief Executive OfficerCRD 5718634

  • Nicholas Goodman

    Nicholas Goodman

    President and Chief Financial OfficerCRD 7336708

  • Hadley Marshall

    Chief Financial OfficerCRD 4592100

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Contacts

3 of 8
  • Connor Teskey

    Connor Teskey

    PresidentCRD 7359378

  • Lori Pearson

    Lori Pearson

    Vice ChairCRD 7336704

  • Ben Brown

    Ben Brown

    Co-PresidentCRD 7358786

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Toronto Ontario, null

Location

Toronto Ontario, null

Headquartered in Toronto Ontario, null.

Address
Brookfield Pl Suite 300
Office locations

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