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MARKETS / NYSE / BAM
NYSE · INVESTMENT ADVICE · LARGE CAP

Brookfield Asset Management Ltd. BAM

3 fiscal years on record · USD · FY2025 reported · SEC filings only
$3.9B
▲ 16.7% YoY
$2.4B
▲ 13.8% YoY
In brief

What this company does

The company offers alternative investment products to institutional clients around the world, including public and private pension plans, endowments and foundations, sovereign wealth funds, financial institutions, insurance companies and private wealth investors. It serves over 2,400 institutional clients and, more broadly, approximately 60,000 clients representing over 8% of capital raised. It is headquartered in New York, New York, and holds over $1 trillion in assets under management across infrastructure, renewable power and transition, private equity, real estate, and credit. It has a team of over 5,800 investment and asset management professionals and employees, including over 300 client service professionals across 32 global offices. Its investment products are organized across five principal strategies: infrastructure, renewable power and transition, private equity, real estate, and credit. BAM was incorporated on July 4, 2022, and was formed by BN to facilitate the 2022 Arrangement.

Written from the business description in Brookfield Asset Management Ltd.'s annual report to the U.S. Securities and Exchange Commission, filed 2 March 2026. Every sentence was checked against that document before publication.

Growth
USD 3.9B
Revenue, FY2025 · full 3-year series below
Revenue $B Net income $B
FY2025 · Revenue 3.9 · Net income 2.4
2B202320242025
Compound annual growth
3 yrs
5 yrs
10 yrs
15 yrs

Compound annual rates per period — left blank where that exact year isn't on file, the series crosses a loss, or (per-share rows) a split falls inside the window.

Profitability
61 cents
of every revenue dollar became profit
Operating margin Net margin
FY2025 · Operating 74.2% · Net 60.8%
50%202320242025
ROE
FY2025 · ROE 73.9%
50%100%202320242025

Each USD of equity produced 74 cents of profit this year.

Cash & shareholders
USD 2.8B
returned in FY2025 · dividends + net buybacks
Net buybacks $B Dividends $B
FY2025 · Dividends 2.8 · Net buybacks —
1B2BDividendsNet buybacks202320242025

USD 2.8B in dividends — 118% of the year's profit, so the payout drew on cash built up earlier.

Total assetsUSD 17.0B
CashUSD 1.6B

Not available: we don't have the total debt figure for this period.

The 3-year record
3 fiscal years
Every figure from documents filed with the SEC · USD
row low → row highnegative
Metric 202520242023
Revenue $B3.93.43.1
Operating income $B2.92.52.6
EBITDA $B3.02.62.6
Income tax $B0.50.40.4
Net income $B2.42.12.1
EPS, diluted $··1.13
Dividend / sh $·1.521.28
Payout %11811898
ROE %73.979.2102.9

Slide the table for earlier years · "·" marks a figure not available in our data for that year.

Provenance
Company facts, as filed
How we verify · 0 failures in 7 reconciliationsAUDITED

Reconciled in 3 of 19 fiscal years. 50 checks could not be computed.

EPS recomputationBalance-sheet identityGross profitBalance-sheet liquiditymoeda_consistente0 failures
ActivityInvestment Advice
Listed onNYSE
Incorporated inoutside the United States — SEC code A1
Fiscal year endsDecember 31
Data on record since2023

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