BROOKFIELD ASSET MANAGEMENT PIC BMG, LLC

RIASEC RegisteredEst. 2021
Total AUM
$912M
Discretionary
$813M
89% of AUM
Avg account
$182M
Accounts
5
Employees
1,096
Advisory reps
7

Firm details

Headquarters
New York, New York
CRD number
312797
Registered since
April 9, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles89.17%
  • Other10.83%
Services
Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

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Overview

Brookfield Asset Management Pic Bmg, LLC is a limited liability company registered with the SEC in 2021 that serves institutional clients. The firm operates in the capacity of a CPO/CTA and provides portfolio management for pooled investment vehicles while also selecting other advisers. Its compensation structure combines a percentage-of-AUM fee with performance-based fees. The firm does not report active ESG investing and does not identify as a multi-state adviser or pension consultant. Filings list a broad set of industry affiliations — including broker-dealer, other investment adviser, banking or thrift institution, trust company, law firm, insurance company, real estate broker, and roles as sponsor/GP or managing member of pooled investment vehicles.

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

Asset composition

Asset composition: Private Funds 100%100%
  • Private Funds100%

Owners & executives

3 of 4
  • Justin Beber

    Chief Operating OfficerCRD 7345873

  • HADLEY MARSHALL

    Chief Financial OfficerCRD 4592100

  • Nicholas Goodman

    President and Chief Financial OfficerCRD 7336708

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Contacts

3 of 3
  • Connor Teskey

    PresidentCRD 7359378

  • Lori Pearson

    Vice ChairCRD 7336704

  • RONALD FISHER-DAYN

    Managing Director, ComplianceCRD 6257213

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

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 St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth