Skip to content
Baker Capital StrategiesMARKETS. FILINGS. PERSPECTIVE.
Powered by THEMA

BAKER CAPITAL STRATEGIES

Get the free weekly BCS email.

Selected company filings and market updates, delivered by email. Your first report will follow soon.

  • Your weekly BCS reportMarket updates and links to filings you can explore.
  • THEMA at launchWe’ll send directions for setting up your filing alerts when THEMA officially opens.

One signup for the weekly email and your free THEMA Basic account at launch.

Already registered or a CSW member?Log in to THEMA →

At least 8 characters. This also creates your free THEMA account for launch.

You’re signing up for the weekly BCS email and THEMA launch/setup updates. Unsubscribe using the link in any email. Privacy policy · Terms

BCS

Current Report · Items 7.01, 9.01 · 8-K

Brookfield Asset Management Ltd.

Regulation FD Disclosure

Item 7.01. Regulation FD Disclosure. Beginning with the release of results for the third quarter ending September 30, 2026, expected to be released on November 6th, 2026, Brookfield Asset Management Ltd.…

Filed Sep 28, 2026Accepted Sep 28, 2026, 9:00 AM EDTCIK 1937926Accession 0001104659-26-111209
Share

Company context

Brookfield is a leading global investment firm with more than $1 trillion in assets under management. The firm owns and operates high-quality businesses and real assets that provide essential services and form the backbone of the global economy. Brookfield invests on behalf of institutions and individuals around the world across infrastructure, energy, private equity, real estate, and credit. With more than a century of operating experience and a global presence in over 30 countries, Brookfield deploys long-term capital to generate sustainable value for its clients and shareholders. Brookfield Corporation (NYSE: BN, TSX: BN) and Brookfield Asset Management (NYSE: BAM, TSX: BAM) are publicly traded in New York and Toronto.

Current securities

Recent company filings

  1. Other EventsOct 13, 2026
  2. Other EventsOct 1, 2026
  3. Other EventsOct 1, 2026
  4. Other EventsSep 16, 2026
  5. Other EventsSep 14, 2026

Registered securities in this filing

Brookfield Asset Management Ltd. · 8-K · Filed 2026-09-28

As filed in this accession. Current/historical status below comes from the governed listing record; the cover itself remains exact to this filing.

Class A Limited Voting Shares

Symbol
BAM
Exchange
NYSE
Classification
OTHER
Filing context

Context: AsOf2026-09-28

Dimensions: Not supplied

Accession 000110465926111209 · 1 registered-security cover member

Read the exact SEC filing ↗

Disclosure sections

Items 7.01, 9.01

Select an item to read the extracted section. The as-filed document remains the primary evidence.

Item 7.01Item 7.01 - Regulation FD Disclosure
Item 7.01. Regulation FD Disclosure. Beginning with the release of results for the third quarter ending September 30, 2026, expected to be released on November 6th, 2026, Brookfield Asset Management Ltd. (“BAM”, “we” or “our”) intends to revise its presentation of Fee Revenues, a non-GAAP financial measure, and the presentation of expenses within Fee Related Earnings, a non-GAAP financial measure, and Fee-Bearing Capital, a supplemental financial measure. Specifically, the revised presentation will provide additional detail with respect to BAM’s partner managers by presenting BAM’s proportionate share of fee revenues and expenses attributable to such partner managers, rather than presenting BAM’s share of fee-related earnings from such partner managers on a net basis. In addition, BAM will include Fee-Bearing Capital associated with assets for which its partner managers receive servicing fees, in order to better align the presentation of Fee-Bearing Capital with Fee Revenues. BAM believes this enhanced presentation will provide analysts and investors with greater transparency into the revenue and expense profile of these businesses, which have become a larger contributor to BAM’s credit business, and assist them in understanding and modeling BAM’s results. In order to assist analysts and investors in understanding the impact of this revised presentation and for comparability purposes, attached as Exhibit 99.1 hereto and incorporated herein by reference is a recast presentation of Fee Revenues and Fee-Bearing Capital (and certain related information) to conform to such revised presentation for the quarter ended June 30, 2026 and the prior seven quarters. BAM has also posted in Excel format such supplemental information on the investor section of its website at bam.brookfield.com. This revised presentation reflected in Exhibit 99.1 is a presentation change only and does not impact BAM’s Fee-Related Earnings or Distributable Earnings as previously reported. We expect that this change in presentation will similarly be reflected in our future segment U.S. GAAP results and prior comparable periods. The information furnished as Exhibit 99.1 to this Current Report on Form 8-K shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly set forth by specific reference in such filing.
Filed exhibits (1)
EX-99.1 (by filename) tm2626124d1_ex99-1.htm

Exhibit 99.1 Brookfield Asset Management Ltd. Supplemental Financial Disclosure Beginning with the release of results for the third quarter ending September 30, 2026, expected to be released on November 6 th, 2026, Brookfield Asset Management Ltd. (“BAM”, “we” or “our”) intends to revise its presentation of Fee Revenues, a non-GAAP financial measure, and the presentation of expenses within Fee Related Earnings, a non-GAAP financial measure, and Fee-Bearing Capital, a supplemental financial measure. Specifically, the revised presentation will provide additional detail with respect to BAM’s partner managers by presenting BAM’s proportionate share of fee revenues and expenses attributable to such partner managers, rather than presenting BAM’s share of fee-related earnings from such partner managers on a net basis. In addition, BAM will revise the Fee-Bearing Capital presentation included for its partner managers to better align with their fee revenue profile. BAM believes this enhanced presentation will provide analysts and investors with greater transparency into the revenue and expense profile of these businesses, which have become a larger contributor to BAM’s credit business, a…

Open exhibit ↗

Privacy choices

BCS measures page use with Google Analytics using regional consent settings. You can change your preference here. Charts and market data remain available.

Essential functions — always available. Security, navigation, registration and remembering these choices.

Audience analytics

Analytics cookies are off by default for visitors Google identifies in the EEA, UK or Switzerland until allowed. Limited measurement without analytics cookies may still occur under those regional defaults.

TradingView charts, quotes and the economic calendar load automatically as page content. TradingView receives network and browser information and may collect its own usage analytics. This choice controls BCS’s Google Analytics only.

Google advertising is not enabled. Direct sponsor links do not load advertising trackers on BCS.

Turning analytics off stops future Google Analytics activity here. It does not erase information already received by the provider. Read the privacy policy.