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Deal Pack: Brookfield Asset Management

Generated Feb 2, 2026v202602020738Enterprise
AUM
$900B
Strategy
Real Estate
HQ
TORONTO, A6, Canada
Founded
1899
Employees
1200
Ownership
public

Layer 1: Proprietary Indicators

54
GP Health Score
Moderate
67
Stakeability
Moderate
45
Fund Performance
Weak
80
Talent Stability
Strong
25
Credit Exposure
Weak
70
Regulatory Breadth
Strong
65
Market Momentum
Moderate
45
Growth Trajectory
Weak

Health Score Breakdown

PerformanceTalentCreditRegulatoryMarketGrowth

Component Details

fund performance
45/100Weight: 25%
median irr10.1
benchmark irr11
fund count with irr5
primary strategygp_search
Source: Pension fund performance reports
talent stability
80/100Weight: 20%
current team size100
departed count0
retention ratio1
avg tenure yearsN/A
Source: LinkedIn career histories, team member records
credit health
25/100Weight: 15%
total fair value80243
total par50012169
fair value to par pct0.2
top borrower concentration pct58.9
Source: BDC 10-K/10-Q portfolio filings (SEC)
regulatory compliance
70/100Weight: 10%
unique jurisdictions9
jurisdictionsBermuda,Cayman,France,Germany,Ireland,Luxembourg,UAE,UAE (DIFC),UK
active registrations32
total registrations36
Source: FCA, BaFin, AMF, CSSF, ADGM, SEC, entity registrations
market presence
65/100Weight: 15%
news mentions1
conference appearances1
domain rank74212
employer rating3.7
Source: Market intel, conference records, Tranco web rankings, Glassdoor
growth trajectory
45/100Weight: 15%
aum growth pctN/A
recent job postings1
funds currently raising0
total funds28
Source: Data changelog (AUM), hiring signals, fund filings

Layer 2: Synthesis

Executive Summary

  • Brookfield Asset Management shows a moderate overall health profile (score: 54/100) based on analysis of fund performance, team stability, credit exposure, regulatory breadth, market presence, and growth trajectory.
  • Median net IRR across 5 tracked funds is 10.1%, compared to a gp_search benchmark of 11.0%.
  • Registered across 9 jurisdictions with 32 active registrations.

Key Risks

highLegal

15 legal filing(s) identified

mediumCredit

Credit health concerns: FV/Par at 0.2%

Key Strengths

Regulatory

Diversified regulatory footprint across 9 jurisdictions

Market Presence

Strong market visibility through news coverage and conference participation

Stakeability

High stakeability score (67/100) indicating attractive stake opportunity

Secondary Pricing Estimate

83.0%
Avg NAV Pricing
60.0% to 90.5%
Range
17
Funds Priced
Confidence: high, low

Peer ComparisonReal Estate | 5 peers in AUM range

FirmAUMStakeability
Brookfield Asset Management (this GP)$900B67
Strategic Holdings$1.1T30
Carlyle Group$420B59
Ares Management$400B61
EQT$285B70
SAI Atlas Asset Management SA$277B31

Layer 3: Evidence

Fund Performance (50 records)

FundVintageStrategyNet IRRMultipleDPISource
CA Co-Investment II Limited Partnership2025gp_searchN/AN/AN/ASEC EDGAR Form D
AI-N Co-Investment II Limited Partnership2025gp_searchN/AN/AN/ASEC EDGAR Form D
Ares US Real Estate Fund XI, L.P.2024gp_searchN/AN/AN/ASEC EDGAR Form D
Ares Credit Secondaries (Unlevered) LP2024SecondariesN/AN/AN/ASEC EDGAR Form D
Brookfield Infrastructure Debt Fund IV LP2024gp_searchN/AN/AN/ASEC EDGAR Form D
TPG Private Equity Opportunities (TE), L.P.2024Private EquityN/AN/AN/ASEC EDGAR Form D
Ares US Real Estate Fund XI, L.P.2024gp_searchN/AN/AN/ASEC EDGAR Form D
Brookfield Real Estate Finance Fund VII L.P.2024gp_searchN/AN/AN/ASEC EDGAR Form D
Ares US Real Estate Fund XI, L.P.2024gp_searchN/AN/AN/ASEC EDGAR Form D
Brookfield Strategic Real Estate Partners V–B L.P.2023Real EstateN/AN/AN/APennsylvania PSERS
Brookfield Strategic Real Estate Partners V-A L.P.2023gp_searchN/AN/AN/ASEC EDGAR Form D
ARES CREDIT SECONDARIES (LUX) SCSP2023SecondariesN/AN/AN/ASEC EDGAR Form D
Digital Asset Management2023Digital AssetsN/AN/AN/ASEC EDGAR Form D
ARES CREDIT SECONDARIES LP2023SecondariesN/AN/AN/ASEC EDGAR Form D
Ares Senior Credit Master Fund III LP2023Direct LendingN/AN/AN/ASEC EDGAR Form D
ARES CREDIT SECONDARIES LP2023SecondariesN/AN/AN/ASEC EDGAR Form D
ARES CREDIT SECONDARIES OFFSHORE LP2023SecondariesN/AN/AN/ASEC EDGAR Form D
ARES CREDIT SECONDARIES (LUX) SCSP2023SecondariesN/AN/AN/ASEC EDGAR Form D
ARES CREDIT SECONDARIES OFFSHORE LP2023SecondariesN/AN/AN/ASEC EDGAR Form D
Ares Capital Europe VI (E) Levered2022gp_searchN/AN/AN/ASEC EDGAR Form D

BDC Credit Exposure (12 borrowers)

BorrowerFair ValueParBDCsBDC Names
MC Asset Management (Corporate), LLC$47KN/A1Monroe Capital Corp
OTG Management, LLC$33K$12K1Oaktree Specialty Lending Corp
Amergin Asset Management, LLC(12)(26)(27)$1N/A1Owl Rock Capital Corp
CC Amulet Management, LLC (8)$1N/A1Crescent Capital BDC Inc
CC Amulet Management, LLC (6)$0N/A1Crescent Capital BDC Inc
Ivy Hill Asset Management, L.P.N/AN/A1Ares Capital Corp
Ivy Hill Asset Management, L.P. (5)N/A$991Ares Capital Corp
LL Management, Inc.N/AN/A1Main Street Capital Corp
MBH Management LLCN/AN/A1Stellus Capital Investment Corp
Asset Management & Custody BanksN/AN/A1WhiteHorse Finance Inc
Amergin Asset Management, LLC(3)(4)(29)(30)N/A$50.0M1Owl Rock Capital Corp
Cresset Capital Management, LLCN/AN/A1Owl Rock Capital Corp

Regulatory Registrations (36)

RegulatorCountryEntityStatusReference
FCAUKBrookfield Asset Management (UK) LimitedAuthorised509684
FCAUKAsset ManagementNo longer authorised137339
FCAUKBrooks Macdonald Asset Management LimitedUnknown184918
BaFinGermanyW & W Asset Management GmbHActiveESMA-6332
BaFinGermanyGR Asset Management GmbHActiveESMA-6750
BaFinGermanyMEX Asset Management GmbHActiveESMA-6518
AMFFranceF&A ASSET MANAGEMENTActive325493
AMFFranceCPR ASSET MANAGEMENTActive787
AMFFranceAQUA ASSET MANAGEMENTActive687
CSSFLuxembourgAPIS ASSET MANAGEMENTActiveESMA-AIF-22858
CSSFLuxembourgAPIS ASSET MANAGEMENTActiveESMA-UCI-40341
CSSFLuxembourgAPIS ASSET MANAGEMENTActiveESMA-UCI-50963
ADGM/FSRAUAEBrookfield Asset Management (ADGM)ActiveRA-0016
ADGM/FSRAUAEBLUEFIVE ASSET MANAGEMENT LTDActive250086
ADGM/FSRAUAENomura Asset Management (ADGM)ActiveRA-0023
DFSAUAE (DIFC)Invesco Asset Management - DIFC BranchActiveCL-0014
france_rcsFranceBROOKFIELD FRANCE ASSET MANAGEMENTActive981567738
france_rcsFranceARES MANAGEMENT LIMITEDActive792284127
france_rcsFranceARES PROJECT MANAGEMENTClosed333773950
france_rcsFrance2PB MANAGEMENTActive499352359
france_rcsFranceTIKEHAU CAPITAL ASSET MANAGEMENT GLOBALActive994606804
BMABermudaAcumen Management Ltd.Active
BMABermudaAquilus Management Ltd.Active
cbi_downloadIrelandManagement LimitedAuthorised
BMABermudaLOM ASSET MANAGEMENT LIMITEDActive
BMABermudaEmerging Asset Management Ltd.Active
BMABermudaHSBC GLOBAL ASSET MANAGEMENT (BERMUDA) LIMITEDActive
BMABermudaSOVEREIGN ASSET MANAGEMENT LTD.Active
BMABermudaEOM Management, Ltd.Active
BMABermudaNS Management LtdActive
BMABermudaLingspur Asset Management LimitedActive
BMABermudaTower View Asset Management Ltd.Active
BMABermudaButterfield Asset Management LimitedActive
BMABermudaBrompton Asset Management (Bermuda) LimitedActive
SEC-EDGAR-FormDCaymanBLETCHLEY PARK ASSET MANAGEMENT FEEDER 1Active021-298911
SEC-EDGAR-FormDCaymanBLETCHLEY PARK ASSET MANAGEMENT US FEEDER 1Active021-296729

Hiring Signals (1)

RoleLocationPostedSource
Various roles (33 openings in NY)New YorkFeb 1, 2026linkedin_search

News & Market Intel (1)

Legal Filings (15)

In Re: Brookfield Asset Management, Ltd.
District Court, S.D. New York | other | Jun 25, 2025

RULE 7.1 CORPORATE DISCLOSURE STATEMENT. Identifying Corporate Parent Brookfield Corporation for Brookfield Asset Management, Ltd.. Document filed by Brookfield Asset Management, Ltd...(Hille, David) (Entered: 07/29/2025) | NOTICE OF APPEARANCE by David Grant Hille on behalf of Brookfield Asset Management, Ltd...(Hille, David) (Entered: 07/03/2025) | NOTICE OF APPEARANCE by Renata Rogers de Castilho on behalf of Brookfield Asset Management, Ltd...(Rogers de Castilho, Renata) (Entered: 07/03/2025)

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Raffaelli v. Brookfield Asset Management LLC
District Court, N.D. California | other | Jun 6, 2025

CORPORATE DISCLOSURE STATEMENT PURSUANT TO FED. R. CIV. PRO. 7.1 AND CERTIFICATION OF CONFLICTS AND INTERESTED ENTITIES OR PERSONS PURSUANT TO CIVIL L.R. 3-15 filed by Brookfield Asset Management LLC, Brookfield Asset Management LTD., Brookfield Corporation identifying Other Affiliate Brookfield US Inc. for Brookfield Asset Management LLC; Corporate Parent Brookfield Corporation for Brookfield Asset Management LTD.. (Cohen, Josh) (Filed on 6/6/2025) (Entered: 06/06/2025) | NOTICE OF REMOVAL from Superior Court of the State of California, County of San Mateo. Their case number is 25-CIV-03534, (Filing Fee: $405.00, receipt number ACANDC-20760807). Filed by Brookfield Corporation, Brookfield Asset Management LTD., Brookfield Asset Management LLC. (Attachments: # 1 Exhibit A, # 2 Exhibit B, # 3 Exhibit C, # 4 Exhibit D)(Cohen, Josh) (Filed on 6/6/2025) Modified on 6/6/2025 (tn, COURT STAFF). (Entered: 06/06/2025) | CERTIFICATE OF SERVICE by Brookfield Asset Management LLC, Brookfield Asset Management LTD., Brookfield Corporation (Reilly, Wendy) (Filed on 6/16/2025) (Entered: 06/16/2025)

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Dawson v. Brookfield Asset Management LLC
District Court, N.D. Ohio | other | Apr 29, 2025

Corporate Disclosure Statement identifying Corporate Parent Brookfield Asset Management Ltd., Corporate Parent Brookfield Corporation for Brookfield Asset Management LLC filed by Brookfield Asset Management LLC. (Parker, Johanna) (Entered: 05/22/2025) | Class Action Complaint against Brookfield 401K Savings Plan Investment Committee, Brookfield Asset Management LLC. Filing fee paid $405.00, receipt number AOHNDC-13073313. Filed by Simon Dawson. (Attachments: # 1 Civil Cover Sheet, # 2 Summons Brookfield Asset Management LLC, # 3 Summons Brookfield 401K Savings Plan Investment Committee) (Sparks, Robert) (Entered: 04/29/2025) | Alias Summons issued to counsel for service upon Brookfield Asset Management LLC, c/o Corporation Service Company. (L,Br) (Entered: 05/07/2025)

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In Re: APPLICATION UNDER 28 U.S.C. § 1782 TO TAKE DISCOVERY FROM BROOKFIELD INFRASTRUCTURE PARTNERS L.P., BROOKFIELD ASSET MANAGEMENT LTD., BROOKFIELD CORPORATION, CAHILL GORDON & REINDEL LLP, KPMG LLP, THE BANK OF NOVA SCOTIA, SCOTIA CAPITAL (USA)
District Court, S.D. New York | other | Nov 18, 2024

RULE 7.1 CORPORATE DISCLOSURE STATEMENT. Identifying Corporate Parent No Corporate Parent for Brookfield Asset Management Ltd, Brookfield Corporation; Corporate Parent Brookfield Corporation for Brookfield Infrastructure Partners L.P.. Document filed by Brookfield Infrastructure Partners L.P., Brookfield Asset Management Ltd, Brookfield Corporation..(Hille, David) (Entered: 01/10/2025) | NOTICE OF APPEARANCE by David Grant Hille on behalf of Brookfield Infrastructure Partners L.P., Brookfield Asset Management Ltd, Brookfield Corporation..(Hille, David) (Entered: 12/05/2024) | NOTICE OF APPEARANCE by Renata Rogers de Castilho on behalf of Brookfield Infrastructure Partners L.P., Brookfield Asset Management Ltd, Brookfield Corporation..(Rogers de Castilho, Renata) (Entered: 02/03/2025)

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City of Dearborn Police and Fire Revised Retirement System v. Brookfield Asset Management Inc.
Supreme Court of Delaware | opinion | Mar 25, 2024

IN THE SUPREME COURT OF THE STATE OF DELAWARE CITY OF DEARBORN POLICE AND § FIRE REVISED RETIREMENT § SYSTEM (CHAPTER 23), MARTIN § No. 241, 2023 ROSSON, and NOAH WRIGHT, on § behalf of themselves and all other § similarly situated former stockholders of § Court Below: Court of Chancery TERRAFORM POWER, INC., § of the State of Delaware § Plainti

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McCormack v. Hilton Resorts Corporation
District Court, S.D. Florida | other | Mar 25, 2024

Certificate of Interested Persons and Corporate Disclosure Statement by Brookfield Asset Management LLC identifying Corporate Parent Brookfield Corporation, Other Affiliate BSREP III Fort Lauderdale TRS LLC for Brookfield Asset Management LLC. (Burke, Ryan) (Entered: 05/17/2023) | ANSWER and Affirmative Defenses to Complaint by Brookfield Asset Management LLC. (Kunin, Lawrence) (Entered: 04/29/2024) | Corporate Disclosure Statement and Certificate of Interested Parties by Brookfield Asset Management LLC (Kunin, Lawrence) (Entered: 04/08/2024)

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Porter v. GrafTech International Ltd.
District Court, N.D. Ohio | sec_enforcement | Jan 25, 2024

Corporate Disclosure Statement identifying Other Affiliate American International Group, Inc. for Brookfield Asset Management Ltd. filed by Brookfield Asset Management Ltd.. (Montgomery, Michael) (Entered: 11/06/2024) | Attorney Appearance by Michael J. Montgomery filed by on behalf of BCP IV GrafTech Holdings LP, Brookfield Asset Management Ltd., Brookfield Capital Partners Ltd. (Montgomery, Michael) (Entered: 11/06/2024) | Reply in support of 66 Motion to dismiss the First Amended Complaint for Violations of the Federal Securities Laws filed by BCP IV GrafTech Holdings LP, Brookfield Asset Management Ltd., Brookfield Capital Partners Ltd.. (Montgomery, Michael) (Entered: 03/17/2025)

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Levy v. Brookfield Asset Management Inc.
District Court, N.D. California | other | Jun 26, 2023

ORDER DENYING LEAVE OF COURT TO FILE A NEW ACTION. Signed by Judge Jacqueline Scott Corley on 8/21/2023. (ahm, COURT STAFF) (Filed on 8/21/2023)Any non-CM/ECF Participants have been served by First Class Mail to the addresses of record listed on the Notice of Electronic Filing (NEF)

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McCormack v. Hilton Resorts Corporation
District Court, N.D. Georgia | other | Apr 25, 2023

Certificate of Interested Persons and Corporate Disclosure Statement by Brookfield Asset Management LLC identifying Corporate Parent Brookfield Corporation, Other Affiliate BSREP III Fort Lauderdale TRS LLC for Brookfield Asset Management LLC. (Burke, Ryan) (Entered: 05/17/2023) | CERTIFICATE OF SERVICE of Initial Disclosures by Brookfield Asset Management LLC, Hilton Management LLC, Park Hotels & Resorts Inc.(Burke, Ryan) (Entered: 06/16/2023) | Return of Service Executed by Genori McCormack. Brookfield Asset Management LLC served on 4/27/2023, answer due 5/18/2023. (ane) (Entered: 05/01/2023)

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Steven Simons v. Brookfield Asset Management Inc.
Court of Chancery of Delaware | opinion | Jan 21, 2022

IN THE COURT OF CHANCERY OF THE STATE OF DELAWARE STEVEN SIMONS, ) ) Plaintiff, ) ) v. ) C.A. No. 2020-0841-KSJM ) BROOKFIELD ASSET MANAGEMENT ) INC., BCP IV GRAFTECH HOLDINGS LP, ) BPE IV (NON-CDN) GP LP, B

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Brookfield Asset Management, Inc. v. Rosson
Supreme Court of Delaware | opinion | Sep 20, 2021

IN THE SUPREME COURT OF THE STATE OF DELAWARE BROOKFIELD ASSET § MANAGEMENT, INC., ORION US § HOLDINGS 1 L.P., BROOKFIELD § BRP HOLDINGS (CANADA) INC., § BRIAN LAWSON, HARRY § GOLDGUT, RICHARD LEGAULT, § SACHIN SHAH, and JOHN § STINEBAUGH, § § No. 406, 2020 Defendants-Below, § Appell

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Smith v. Brookfield Asset Management (US) Inc.
District Court, N.D. California | other | Jun 13, 2019

Summons Issued as to Brookfield Asset Management (US) Inc.. (gbaS, COURT STAFF) (Filed on 6/14/2019) (Entered: 06/14/2019) | SUMMONS Returned Executed by Noah Smith. Brookfield Asset Management (US) Inc. served on 6/19/2019, answer due 7/10/2019. (McGuinness, Celia) (Filed on 7/19/2019) (Entered: 07/19/2019) | CONSENT/DECLINATION to Proceed Before a US Magistrate Judge by Brookfield Asset Management (US) Inc., Brookfield Property Management (US) Inc, Forest City Realty Trust Inc., Forest Residental Management, LLC.. (Kitay, Theresa) (Filed on 7/22/2019) (Entered: 07/22/2019)

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Anderson v. Brookfield Asset Management Inc.
District Court, D. Massachusetts | other | Jun 29, 2016

CORPORATE DISCLOSURE STATEMENT by Brookfield Asset Management Inc.. (Carpenter, Curtis) (Entered: 07/11/2016) | SUMMONS Returned Executed Brookfield Asset Management Inc. served on 6/24/2016, answer due 7/15/2016. (Doherty, Corinne) (Entered: 07/18/2016) | ANSWER to Complaint with Jury Demand by Brookfield Asset Management Inc., Brookfield Investment Management, Inc., Kerzner International Resorts, Inc..(Carpenter, Curtis) (Entered: 07/12/2016)

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Smith v. Brookfield Asset Management, Inc.
District Court, S.D. Florida | other | Oct 9, 2015
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Vanderham v. Brookfield Asset Management, Inc.
District Court, S.D. Florida | opinion | Apr 21, 2015

ORDER GRANTING MOTION TO DISMISS K. MICHAEL MOORE, Chief Judge. THIS CAUSE came before the Court upon Defendant’s Motion to Dismiss (ECF No. 16). Plaintiffs filed a Response (ECF No. 24) and Defendant filed a Reply (ECF No. 29). Plaintiff and Defendant also both filed Notices of Filing Supplemental Authority (ECF Nos. 25, 30). The Motion is now ripe for review. UPON CONSIDERATION of the Motion,

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Methodology

Weighted composite of 6 dimensions

fund performance: 25% - Median IRR vs strategy benchmark
talent stability: 20% - Team retention ratio + average tenure
credit health: 15% - BDC fair value as % of par + borrower concentration
regulatory compliance: 10% - Number of active registrations, legal filing count
market presence: 15% - News mentions + conference appearances + web traffic rank
growth trajectory: 15% - AUM change + hiring signals + new fund filings
Scale: 0-100, where 70+ is strong, 50-69 is moderate, below 50 is weak
Data Sources: SEC Form ADV filings, Pension fund performance reports (CalPERS, CalSTRS, WSIB, etc.), BDC 10-K/10-Q portfolio filings, FCA, BaFin, AMF, CSSF, ADGM, MAS, SFC regulatory registers, LinkedIn career histories, Market intelligence news aggregation, Conference appearance records, Tranco web traffic rankings, Glassdoor/employer rating platforms, Entity registration databases (Delaware, Cayman, Luxembourg, etc.), Hiring signal aggregation, Lobbying disclosure reports, ESG/PRI signatory data

Deal Pack generated by GP Stakes Intelligence Platform on Feb 2, 2026. Data version 202602020738.

All scores are computed algorithmically and should be used alongside independent due diligence.

Deal Pack: Brookfield Asset Management | GP Stakes