Brookfield Asset Management Pic Adviser (Private Equity), L.P. (Toronto, Ontario)


Brookfield Asset Management Pic Adviser (Private Equity), L.P. is a large advisory firm based in Toronto, Ontario. It manages $19.67 billion of regulatory assets for 19 client accounts. It has been registered with the SEC as an adviser since 2014.

Brookfield Asset Management Pic Adviser (Private Equity) provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Brookfield Asset Management Pic Adviser (Private Equity): assets under management

The assets under management (AUM) of Brookfield Asset Management Pic Adviser (Private Equity), L.P. is $19.67 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 491818836600% since the beginning of its operation, and $19.05 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $19.67 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.04 billion each.
Brookfield Asset Management Pic Adviser (Private Equity) has custody of $19.67 billion in cash and securities for 19 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Brookfield Asset Management Pic Adviser (Private Equity), L.P. 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.

What kind of clients Brookfield Asset Management Pic Adviser (Private Equity) serves?

The only and largest group of clients of Brookfield Asset Management Pic Adviser (Private Equity) is pooled investment vehicles with 19 clients and $19.67 billion of assets under management. Among the 8 most similar advisory firms, Brookfield Asset Management Pic Adviser (Private Equity) has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $19.67 billion for 19 clients. 95% of the firm’s clients are foreign persons or businesses.

Brookfield Asset Management Pic Adviser (Private Equity) also advises several private funds. Namely, eighteen private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $10,000,000.

Careers at Brookfield Asset Management Pic Adviser (Private Equity), L.P.

The company employs 398 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.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Brian Douglas Lawson Senior managing partner & cfo of brookfield asset management inc. 1 Feb 2002 Other 5718636
Cyrus Madon Senior managing partner of brookfield asset management inc. 1 Feb 2002 Other 6775775
James Bruce Flatt Senior managing partner & ceo of brookfield asset management inc. 1 Mar 2002 Other 5718634
Jeffrey Miles Blidner Senior managing partner of brookfield asset management inc. 1 Jan 2003 Other 6775294
Joseph Stuart Freedman Senior managing partner of brookfield asset management inc. 1 Apr 2003 Other 5718637
Jon Haick Senior managing partner of brookfield asset management 1 Jan 2014 Other 4862957
Brookfield Capital Partners Ltd. General partner 1 Mar 2014 Other foreign
Brookfield Private Equity Group Holdings Lp Limited partner 1 Mar 2014 75% - 100% foreign
Ronald Fisher Dayn Regulatory counsel and chief compliance officer 1 Mar 2014 Other 6257213

Indirect Owners

The SEC currently registers 4 indirect owners.

Name Entity Date acquired Ownership Employer ID
Bcp Gp Limited Shareholder 1 Oct 2013 75% - 100% foreign
Brookfield Private Equity Group Holdings Lp Shareholder 1 Oct 2013 75% - 100% foreign
Brookfield Private Equity Inc. General partner 1 Oct 2013 Other foreign
Brookfield Asset Management Inc. Shareholder 1 Oct 2013 75% - 100% 98-0521601

Based in Toronto, Ontario

The principal office where Brookfield Asset Management Pic Adviser (Private Equity), L.P. performs its advisory services is located at Brookfield Place, Suite 300, Toronto, Ontario, M5 J 2 T3, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 416-363-9491. 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/.