BROOKFIELD ASSET MANAGEMENT PIC ADVISER (PRIVATE EQUITY), L.P.

RIASEC RegisteredEst. 2014
Total AUM
$73.8B
Discretionary
$73.8B
100% of AUM
Avg account
$591M
Accounts
125
Employees
1,402
Advisory reps
14

Firm details

Headquarters
TORONTO ONTARIO,
CRD number
171207
Registered since
June 25, 2014
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

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Overview

Brookfield Asset Management Pic Adviser (Private Equity), L.P. is a limited partnership that operates as a private equity fund manager and adviser to pooled investment vehicles. The firm targets institutional clients and runs a fee model that combines a percentage of assets under management with performance-based fees. It is registered as an adviser since 2014 and engages in commodity pool operator/commodity trading adviser activities in addition to portfolio management for pooled funds. The firm identifies itself as an active ESG investor and maintains a corporate structure that includes affiliations across broker-dealers, banking or thrift institutions, trust companies, insurance and real estate intermediaries, and sponsors or general partners of pooled vehicles. Brookfield Asset Management Pic Adviser (Private Equity), L.P. functions primarily as a manager of proprietary private equity funds rather than as a capital allocator to third-party managers. Its client base is institutional, and its operating model emphasizes pooled vehicle management, deal sourcing and asset-level management across real assets and credit strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 6
  • JAMES FLATT

    Chief Executive OfficerCRD 5718634

  • Nicholas Goodman

    President and Chief Financial OfficerCRD 7336708

  • HADLEY MARSHALL

    Chief Financial OfficerCRD 4592100

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Contacts

3 of 8
  • Connor Teskey

    PresidentCRD 7359378

  • Lori Pearson

    Vice ChairCRD 7336704

  • BEN BROWN

    Co-PresidentCRD 7358786

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

TORONTO ONTARIO, null

Location

TORONTO ONTARIO, null

Headquartered in TORONTO ONTARIO, null.

Address
Brookfield Pl Suite 300
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth