Clients
Bam Credit and Insurance Solutions Advisor serves 32 clients, 27 of them insurance companies. The average client has about $3.35 billion with the firm.
- Insurance companies27 clients97%
- OtherBanking or thrift institutions, Pooled investment vehicles, Corporations and other businesses3%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Banking or thrift institutions | 1 | $1,121,063,229 | 1.0% | $1.12B |
| Pooled investment vehicles | 1 | $844,705,588 | 0.8% | $844.7M |
| Insurance companies | 27 | $104,207,510,067 | 97.1% | $3.86B |
| Corporations and other businesses | 3 | $1,114,691,954 | 1.0% | $371.6M |
| Total | 32 | $107,287,970,838 | 100% | $3.35B |
- Clients
- 1
- Regulatory AUM
- $1,121,063,229
- Share
- 1.0%
- Avg. per client
- $1.12B
- Clients
- 1
- Regulatory AUM
- $844,705,588
- Share
- 0.8%
- Avg. per client
- $844.7M
- Clients
- 27
- Regulatory AUM
- $104,207,510,067
- Share
- 97.1%
- Avg. per client
- $3.86B
- Clients
- 3
- Regulatory AUM
- $1,114,691,954
- Share
- 1.0%
- Avg. per client
- $371.6M
Total
- Clients
- 32
- Regulatory AUM
- $107,287,970,838
- Share
- 100%
- Avg. per client
- $3.35B
What it does
Bam Credit and Insurance Solutions Advisor provides portfolio management for institutions and selecting other managers. It is paid through a percentage of assets.
Bam Credit and Insurance Solutions Advisor advises 1 private funds.
0.3% of assets ($370.6M across 7 accounts) are managed with discretion; $106.92B across 25 accounts are not. 31% of clients are outside the U.S., and 2 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks21%
- Bonds44%
- Investment grade corporate bonds35%
- U.S. government and agency bonds7%
- Sovereign bonds2%
- Other35%
- Preferred shares, asset backed securities, private equity, and private loans.35%
Custodians
Bam Credit and Insurance Solutions Advisor’s client accounts are held mainly at J.P. Morgan, with 54% of managed assets, and The Bank of New York Mellon Trust Company, National Association, with 35%. Bam Credit and Insurance Solutions Advisor has custody of $104.45B for 24 clients.
- The Bank of New York Mellon Trust Company, National AssociationThe Bank of New York Mellon Trust Company, National Association · New York, NY · $37.34B35%
- J.P. MorganJpmorgan Chase & Co · New York, NY · $57.99B54%
- All other custodians$11.96B11%
Ownership and leadership
Brookfield US Insurance LLC owns 75% or more of Bam Credit and Insurance Solutions Advisor, and Bruce Flatt is its CEO.
- Owns 75% or more of Bam Credit and Insurance Solutions Advisor LLC
Brookfield US Insurance LLC
Control person · since February 2021
- Owns 75% or more of Brookfield US Insurance LLC
Brookfield US Inc.
Control person · since January 2016
- Owns 75% or more of Brookfield US Inc.
Brookfield US Holdings Inc.
Control person · since January 2003
- Owns 75% or more of Brookfield US Holdings Inc.
Brookfield Asset Management Ulc
Control person · since December 2022
- Owns 50% to 75% of Brookfield Asset Management Ulc
Brookfield Corporation
Control person · since December 2022
- Owns 25% to 50% of Brookfield Asset Management Ulc
Brookfield Asset Management LTD.
Control person · since December 2022
Leadership
- Bruce FlattChief Executive Officer for Brookfield Corporation
- Craig NobleManaging Partner and Chief Executive Officer, Credit
- Connor TeskeyChief Executive Officer of Brookfield Asset Management LTD
- Nicholas GoodmanManaging Partner, President and Chief Financial Officer of Brookfield Corporation
- Hadley Peer MarshallManaging Partner and Chief Financial Officer of Brookfield Asset Management LTD.
- Justin BeberManaging Partner, Chief Operating Officer and General Counsel of Brookfield Asset Management LTD.
- Ronald Fisher-DaynManaging Partner and Chief Compliance Officer
- Lori PearsonManaging Partner and Vice Chair of Brookfield Corporation
Staff
- 1,421 employees
- 1,421 in advisory functions
- 84 broker-dealer reps
Fees
Bam Credit and Insurance Solutions Advisor is paid through a percentage of assets under management.
Bam Credit and Insurance Solutions Advisor’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Bam Credit and Insurance Solutions Advisor has 36 offices, with 8 listed addresses across 6 states.
California · 2 listed addresses
- 333 S Grand Ave #300, Los Angeles
- 3011 Townsgate RD, Westlake Village
Illinois · 2 listed addresses
- 350 N Orleans Street, Chicago
- 24 E. Washington Street, Chicago
Georgia · 1 listed address
- 1180 Peachtree ST Ne, Atlanta
New York · 1 listed address
- 225 Liberty Streeet, 8th Floor, New YorkHQ
Ohio · 1 listed address
- 127 Public Square, Cleveland
Texas · 1 listed address
- 1200 Smith ST, Houston
Registration details
- Legal name
- Bam Credit and Insurance Solutions Advisor LLC
- Headquarters
- 225 Liberty Streeet, 8th Floor, New York, NY 10281
- Phone
- 212-417-7000
- Website
- Not reported
- SEC file
- 801-120634
- Structure
- Delaware LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Bam Credit and Insurance Solutions Advisor have?
Bam Credit and Insurance Solutions Advisor has 32 clients and manages $107.3 billion for them, as of March 2026. They include 27 insurance companies, 3 corporations and other businesses and 1 banking or thrift institutions.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Bam Credit and Insurance Solutions Advisor offer?
Bam Credit and Insurance Solutions Advisor provides portfolio management for institutions and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Bam Credit and Insurance Solutions Advisor use?
Bam Credit and Insurance Solutions Advisor’s separately managed account assets are held at Jpmorgan Chase & Co (New York, NY), with $57,989,649,350 and The Bank of New York Mellon Trust Company, National Association (New York, NY), with $37,336,579,676. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does Bam Credit and Insurance Solutions Advisor have?
Bam Credit and Insurance Solutions Advisor has 0 investment adviser representatives registered with state securities authorities, out of 1,421 employees, and 1,421 perform investment advisory functions. 84 are registered representatives of a broker-dealer and 0 are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Bam Credit and Insurance Solutions Advisor invest in?
At the end of its last fiscal year, Bam Credit and Insurance Solutions Advisor’s separately managed accounts held 35% investment grade corporate bonds, 35% preferred shares, asset backed securities, private equity, and private loans., 21% non-exchange-traded equities, 7% U.S. government and agency bonds and 2% sovereign bonds. It advises 1 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Bam Credit and Insurance Solutions Advisor?
Bam Credit and Insurance Solutions Advisor is owned through a chain of holding companies by Brookfield Asset Management LTD. and Brookfield Corporation. Its direct owner is Brookfield US Insurance LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Bam Credit and Insurance Solutions Advisor get paid?
Bam Credit and Insurance Solutions Advisor is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file