RIA Intel›Advisers›New York›BROOKFIELD ASSET MANAGEMENT PIC BMG, LLC

BROOKFIELD ASSET MANAGEMENT PIC BMG, LLC

Advisory

N·NEW YORK, NY

Data as of Jul 10, 2026 · Source: SEC Form ADV

Total AUM

$912M

1-Year AUM Growth

-1.7%

3-Year CAGR

+79.2%

Employees

1,096

Assets Under Management

Total AUM$912M

Discretionary AUM$813M

Non-Discretionary AUM$99M

Discretionary %89.2%

Total Clients4

Team

Total Employees1,096

Investment Advisers1,096

Employee Growth (1Y)-1.4%

Filing History

Total Filings on Record6

First FilingMar 10, 2021

Latest FilingJul 10, 2026

🔒 Full AUM trend chart and 6 historical filings spanning 5+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BROOKFIELD ASSET MANAGEMENT PIC BMG, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.