BROOKFIELD ASSET MANAGEMENT PIC BMG, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 312797
- Registered since
- April 9, 2021
- Website
- www.brookfield.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds100%
Owners & executives
3 of 4Justin Beber
Chief Operating OfficerCRD 7345873
HADLEY MARSHALL
Chief Financial OfficerCRD 4592100
Nicholas Goodman
President and Chief Financial OfficerCRD 7336708
Contacts
3 of 3Connor Teskey
PresidentCRD 7359378
Lori Pearson
Vice ChairCRD 7336704
RONALD FISHER-DAYN
Managing Director, ComplianceCRD 6257213
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 St
- Time zone
- ET (UTC-5)
- Office locations
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