Brookfield Public Securities Group LLC

RIASEC RegisteredEst. 1989

Total AUM

$66.5B

Discretionary

$66.4B

100% of AUM

Avg account

$722M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 110497
Registered since: May 30, 1989
Website: publicsecurities.brookfield.com
Custodians: J.P. MORGAN SECURITIES INC., THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Insurance Companies68.49%
Pooled Investment Vehicles21.52%
Investment Companies4.68%
Corporations / Businesses1.27%
State / Municipal Government0.99%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Brookfield Public Securities Group LLC is a limited liability company that operates as an investment manager and fund provider working with both individual/family and institutional clients. The firm has been SEC-registered since 1989 and is structured as a domestic entity with individual ownership. It offers a mix of fee arrangements — AUM-based fees, fixed fees and performance fees — and engages in commodity pool operator/commodity trading adviser activities in addition to traditional portfolio management for individuals, pooled vehicles, investment companies and institutions. Brookfield Public Securities Group also acts as a selector of other advisers and has industry ties that include broker-dealer, banking, insurance, real estate brokerage and sponsor/GP roles for pooled vehicles. The firm does not identify as an active ESG investor, is not classified as a multi-state or newly formed adviser, and does not present itself as a pension consultant or related adviser.