Brookfield Asset Management Ltd.

Listed Company

BAMCIK 0001937926NYSELarge AcceleratedInvestment AdviceA1CAFY ends Dec 31

Period

FY 2025

Revenue

$4.82B

Net Income

$2.40B

Total Assets

$17.05B

Equity

$8.91B

Shares Out

—

Op. Cash Flow

$2.10B

BAM$48.33−21.41% · past yearDBEQ Basic

Daily closing prices

Business

Brookfield Asset Management Ltd. is a global alternative asset manager offering investment products across infrastructure, renewable power and transition, private equity, real estate, and credit. The company serves institutional clients including pension plans, endowments, and sovereign wealth funds through long-term private funds, permanent capital vehicles, and liquid strategies. BAM generates revenue from base management fees, advisory fees, performance fees, and transaction fees.

Summary from 10-K filed 2026-03-02

Financials

Consolidated Statement of Income

Year Ended · In millions, except per-share amounts

Concept	FY 2025 2025-12-31	FY 2024 2024-12-31	FY 2023 2023-12-31
Revenues	3,944	3,381	3,142
Realized	0	25	51
Unrealized	209	−9	348
Total investment income	209	16	399
Interest and dividend revenue	98	143	172
Interest and dividend revenue of consolidated funds	31	0	0
Other revenues	535	440	349
Total revenues	4,817	3,980	4,062
Compensation and benefits	−1,373	−1,154	−1,048
Other operating expenses	−354	−347	−342
General, administrative and other	−56	−64	−56
Total compensation, operating, and general and administrative expenses	−1,783	−1,565	−1,446
Realized	−155	−69	−26
Unrealized	9	−24	−60
Total carried interest allocation compensation	−146	−93	−86
Interest expense	−87	−22	−14
Interest expense of consolidated funds	−28	0	0
Total expenses	−2,044	−1,680	−1,546
Other expenses, net	−297	−93	−129
Share of income from equity method investments	402	339	167
Other income, net of consolidated funds	47	0	0
Income before provision for taxes	2,925	2,546	2,554
Income tax expense	−527	−438	−417
Net income	2,398	2,108	2,137
Preferred shares redeemable non-controlling interest	480	211	−262
Net income attributable to non-controlling interest	−369	−151	−36
Non-controlling interests in consolidated funds	−24	0	0
Net income attributable to the common stockholders	2,485	2,168	1,839

Consolidated Balance Sheet

As of · In millions, except per-share amounts

Concept	FY 2025 2025-12-31	FY 2024 2024-12-31	FY 2023 2023-12-31	FY 2022 2022-12-31	FY 2022 2022-06-30
Cash and cash equivalents	1,583	404	9	—	—
Accounts receivable and other, net	333	483	—	—	—
Financial assets	417	231	—	—	—
Due from affiliates	3,280	2,500	886	—	—
Investments	9,795	9,113	2,270	—	—
Investments held for sale	0	242	—	—	—
Investments of consolidated funds	505	251	—	—	—
Property, plant and equipment, net	92	58	—	—	—
Intangible assets, net	234	38	—	—	—
Goodwill	236	251	—	—	—
Deferred income tax assets	572	586	—	—	—
Total assets	17,047	14,157	3,205	—	—
Accounts payable and accrued liabilities	2,459	1,349	859	—	—
Financial liabilities	449	228	—	—	—
Due to affiliates	720	1,092	261	—	—
Corporate borrowings	2,478	0	—	—	—
Borrowings of consolidated funds	462	251	—	—	—
Deferred income tax liabilities	169	46	—	—	—
Total liabilities	6,737	2,966	1,120	—	—
Commitment and contingencies	—	—	—	—	—
Redeemable Noncontrolling Interest, Equity, Preferred, Carrying Amount	1,398	2,103	2,166	—	—
Additional paid-in-capital	154	152	403	—	—
Retained deficit	−851	−488	−35	—	—
Accumulated other comprehensive income	188	162	3	—	—
Non-controlling interest in consolidated entities	773	336	173	—	—
Non-controlling interest in consolidated funds	21	0	—	—	—
Total equity	8,912	9,088	9,299	9,606	0
Total liabilities, non-controlling interest and equity	17,047	14,157	3,205	—	—

Consolidated Statement of Cash Flows

Year Ended · In millions, except per-share amounts

Concept	FY 2025 2025-12-31	FY 2024 2024-12-31	FY 2023 2023-12-31
Net income	2,398	2,108	2,137
Other expenses, net	229	69	54
Share of income from equity method investments, net of cash distributions	−7	−122	21
Depreciation and amortization	40	14	14
Deferred income taxes	151	274	92
Stock-based equity awards	123	103	33
Unrealized carried interest allocation, net	−301	33	−288
Investments of consolidated funds	−467	−251	0
Changes in other working capital and non-cash operating items	−18	−616	−624
Cash provided by (used in) operating activities	2,101	1,612	1,439
Investments	−962	−1,909	−286
Acquisition of subsidiaries, net of cash acquired	6	0	0
Other assets	−9	−8	−17
Investments	307	385	84
Disposition of subsidiaries, net of cash	52	0	0
Investments held for sale	267	−249	0
Repayments from (advances to) related parties	0	37	−256
Cash provided by (used in) investing activities	−339	−1,744	−475
Distributions to common stockholders	−2,818	−2,478	−2,101
Borrowings of consolidated funds	256	251	0
Distributions to non-controlling and redeemable non-controlling interests	−216	−52	−42
Redemption of preferred shares redeemable non-controlling interest	−94	0	0
Purchase of treasury shares	−412	0	0
Corporate borrowings issuance, net	2,500	0	0
Deferred financing fees	−22	0	0
Contributions from parent	12	56	0
Capital raised from non-controlling interests	179	0	0
Preferred equity issuances	25	0	63
Issuance of related party loans	0	67	197
Issuance of tracking option	0	37	41
Cash provided by (used in) financing activities	−590	−2,119	−1,842
Change in cash and cash equivalents	1,172	−2,251	−878
Effect of exchange rate changes on cash and cash equivalents	7	−12	0
Accounts receivable and other, net	32	−51	−200
Accounts payable and other, net	−56	−426	−26
Due from affiliates	200	−89	−559
Due to affiliates	−171	−76	372
Other non-cash operating items	−23	26	18
Total Supplemental Cash Flow Disclosures	−18	−616	−395
Canada	128	0	0
Total income taxes paid	426	449	171
Interest paid	87	22	11
Non-cash investing and financing activities related to 2025 Arrangement	27	0	0
Non-cash issuance of preferred shares redeemable non-controlling interest	94	195	0
Non-cash acquisition of investments	0	68	0
Non-cash contributions from non-controlling interests	0	10	0
Non-cash contribution	0	0	42
Non-cash distribution	0	0	229

Filings

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Frequently asked questions

What is Brookfield Asset Management Ltd.'s CIK number?

Brookfield Asset Management Ltd.'s SEC CIK number is 0001937926 (1937926). The CIK (Central Index Key) is the permanent identifier the SEC assigns to every EDGAR filer — unlike a ticker symbol, it never changes.

Where can I find Brookfield Asset Management Ltd.'s SEC filings?

All of Brookfield Asset Management Ltd.'s EDGAR filings — 10-K annual reports, 10-Q quarterly reports, 8-K material events, and insider transactions — are listed on this page, sourced live from SEC EDGAR.

When did Brookfield Asset Management Ltd. last report earnings?

Brookfield Asset Management Ltd. (BAM) most recently filed an earnings 8-K with the SEC on May 8, 2026, furnishing its results under Item 2.02 (Results of Operations and Financial Condition). The earnings press release is attached to that filing (accession 0001171843-26-003183). This is Brookfield Asset Management Ltd.'s most recent earnings filing of record — not a forecast of its next earnings date.

What is Brookfield Asset Management Ltd.'s most recent earnings 8-K?

Brookfield Asset Management Ltd.'s latest earnings 8-K (Item 2.02) was filed May 8, 2026 under accession 0001171843-26-003183. It carries the quarterly or annual earnings press release — the earliest official, SEC-filed version of the results.

View Brookfield Asset Management Ltd.'s latest earnings 8-K →
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