Brookfield Asset Mgmt Private Inst Capital Adviser (Credit), LLC is a large advisory firm based in New York. It manages $1.1 billion of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2014.
Brookfield Asset Mgmt Private Inst Capital Adviser (Credit) provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Brookfield Asset Mgmt Private Inst Capital Adviser (Credit), LLC is $1.1 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 354% since the beginning of its operation, and $1.09 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Brookfield Asset Mgmt Private Inst Capital Adviser (Credit), LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Brett Matthew Fox is pooled investment vehicles with 8 clients and $1.1 billion of assets under management. Among the 7 most similar advisory firms, Brookfield Asset Mgmt Private Inst Capital Adviser (Credit) has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $1.1 billion for 8 clients. 12% of the firm’s clients are foreign persons or businesses.
Brookfield Asset Mgmt Private Inst Capital Adviser (Credit) also advises several private funds. Namely, three hedge funds and two private equity funds. The minimum investment commitment required of non-related persons ranges from $100,000 to $185,000,000.
The company employs 259 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Brett Matthew Fox has been acting as President since 1 Feb 2014. Angelo Rufino joined the executive team most recently as the Managing Partner, Brookfield Asset Management Inc..
The principal office where Brookfield Asset Mgmt Private Inst Capital Adviser (Credit), LLC performs its advisory services is located at Brookfield Place, 250 Vesey Street, New York, NY 10281 1023, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-417-7000 or by fax 212-417-7182. The normal business hours are 9:00-5:00 on Monday - Friday. You can find more information about the New York firm at brookfield.com/.