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BROOKFIELD ASSET MANAGEMENT PIC BMG, LLC

NEW YORK, NY · CRD 312797 · IAPD ↗ · brookfield.com · 212-417-7000

$911.7MRegulatory AUM
1096Advisory reps
1096Employees
0Clients
n/aPlanning clients
1Private funds
0States
2Disclosures
fundSegment
ApprovedSEC status

Filing changes

38
April 2026 — BROOKFIELD ASSET MANAGEMENT PIC BMG, LLC added office(s): 26 -> 28 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
52
April 2026 — BROOKFIELD ASSET MANAGEMENT PIC BMG, LLC reported RAUM up 48% ($614.4M -> $911.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
April 2026 — BROOKFIELD ASSET MANAGEMENT PIC BMG, LLC grew from 914 to 1096 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
August 2025 — BROOKFIELD ASSET MANAGEMENT PIC BMG, LLC crossed $500M in regulatory AUM ($409.7M -> $614.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
68
April 2025 — BROOKFIELD ASSET MANAGEMENT PIC BMG, LLC grew from 855 to 914 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
38
April 2024 — BROOKFIELD ASSET MANAGEMENT PIC BMG, LLC shrank from 867 to 855 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
49
April 2024 — BROOKFIELD ASSET MANAGEMENT PIC BMG, LLC reported RAUM up 32% ($315.4M -> $416.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.