Brookfield Management Group, LLC
Firm details
- Headquarters
- ,
- CRD number
- 297293
- Custodians
- THE BANK OF NEW YORK MELLON
- Fee structure
- Performance Based Fees
- Client types
- Other100%
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Brookfield Management Group, LLC operates as a privately held limited liability company that provides portfolio management services focused on businesses and institutions. The firm is individually owned and charges performance-based fees, indicating an emphasis on outcome-oriented mandates rather than simple asset-based billing. Brookfield is not characterized as a multi-state adviser or an ESG-focused manager; its stated activity is concentrated on discretionary portfolio management for institutional or business clients. The manager shows a clear preference for fixed-income allocation as a core building block while maintaining active relationships with third-party alternative managers for diversification and return enhancement. Investment activity centers on concentrated fixed-income deployment complemented by third-party alternative exposure. The firm does not position itself as a capital allocator—rather it implements strategies through external managers and pooled products alongside directly managed fixed-income holdings. Use of performance-based fees and a focus on higher-yield corporate credit suggest an appetite for credit risk and specialized income strategies when seeking excess return.
Assets & Accounts
Investments & Alternatives
Location & Offices
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
- Non-Investment Grade Corp Bonds60%
- Investment Grade Corp Bonds30%
- Exchange Traded Equities10%
Owners & executives
1 of 1
Jon Pearlman
Chief Compliance OfficerCRD 2970824
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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