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

FINTRX

Overview

Brookfield Asset Management Pic Bmg, LLC is an institutional registered investment adviser organized as an LLC and SEC-registered in 2021. The firm serves institutional clients and operates in roles tied to pooled vehicles: it functions as a CPO/CTA and provides portfolio management for pooled investment vehicles as well as the selection of other advisers. Its reported fee model combines a percentage-of-assets approach with performance-based fees. Brookfield Asset Management Pic Bmg, LLC is not identified as a capital allocator, does not self-identify as an active ESG investor, and is not registered as a multi-state adviser. Public filings indicate ownership interests described as domestic entity and individual, and the firm maintains affiliations across broker‑dealer, banking, trust, insurance, real estate brokerage, sponsor/GP, and other adviser channels.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

    Justin Beber

    Chief Operating OfficerCRD 7345873

  • Hadley Marshall

    Chief Financial OfficerCRD 4592100

  • Nicholas Goodman

    Nicholas Goodman

    President and Chief Financial OfficerCRD 7336708

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Contacts

3 of 3
  • Connor Teskey

    Connor Teskey

    PresidentCRD 7359378

  • Lori Pearson

    Lori Pearson

    Vice ChairCRD 7336704

  • Ronald Fisher-dayn

    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