Brookfield Asset Management Pic Us, LLC is a large advisory firm based in New York. It manages $75.66 billion of regulatory assets for 76 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of New York.
Brookfield Asset Management Pic Us provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Brookfield Asset Management Pic Us, LLC is $75.66 billion. The firm's AUM has grown by 177209% since the beginning of its operation, and $11.66 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Brookfield Asset Management Pic Us, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of David Joseph Stalter is pooled investment vehicles with 75 clients and $75.56 billion of assets under management. Among the 7 most similar advisory firms, Brookfield Asset Management Pic Us has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $75.56 billion for 75 clients. 18% of the firm’s clients are foreign persons or businesses.
Brookfield Asset Management Pic Us also advises several private funds. Namely, three hedge funds, sixty real estate funds, and four private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $100,000,000.
The company employs 754 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
David Joseph Stalter has been acting as President since 1 Nov 2010. Busc Finance Llc joined the executive team most recently as the Member.
The principal office where Brookfield Asset Management Pic Us, LLC performs its advisory services is located at Brookfield Place, New York, NY 10281 1023, which is also the mailing address of the firm. An additional office of the firm is in San Diego, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-417-7000. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at brookfield.com/.