{"url":"https://nivawealth.com/firms/brookfield-renewable-energy-group-316590","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/316590","regulatoryAum":99118583714,"crd":"316590","secFileNumber":"801-122588","legalName":"Brookfield Renewable Energy Group LLC","displayName":"Brookfield Renewable Energy Group","website":"https://www.brookfield.com/","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"Brookfield Place, Suite 100, 181 Bay Street","city":"Toronto, Ontario","state":"","stateName":"","country":"Canada","postalCode":"M5J 2T3"},"tradeNames":[],"registration":{"secApproved":"1 November 2021","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":1072,"advisory":1072,"brokerDealerReps":84,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":99118583714,"discretionaryAccounts":125,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":50,"nonAumClients":0},"clientTypes":[{"label":"Investment companies","clients":1,"regulatoryAum":1909461234},{"label":"Pooled investment vehicles","clients":122,"regulatoryAum":97182905685},{"label":"Other","clients":2,"regulatoryAum":26216795}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Brookfield Renewable Energy Group has custody of $99.12B for 125 clients.","otherCustodians":[],"leadership":[{"name":"Bruce Flatt","title":"Managing Partner and Chief Executive Officer of Brookfield Corporation","crd":"5718634"},{"name":"Connor Teskey","title":"Chief Executive Officer of Brookfield Asset Management LTD, Chief Executive Officer, Renewable Power and Transition","crd":"7359378"},{"name":"Jennifer Mazin","title":"Co-President of Brookfield Renewable Partners and General Counsel in Brookfield'S Energy Group","crd":"8247525"},{"name":"Nicholas Goodman","title":"Chief Financial Officer, Brookfield Corporation","crd":"7336708"},{"name":"Hadley Peer Marshall","title":"Chief Financial Officer, Brookfield Asset Management LTD","crd":"4592100"},{"name":"Natalie Adomait","title":"Managing Partner and Chief Operating Officer in Brookfield'S Energy Group","crd":"8247521"},{"name":"Justin Beber","title":"Chief Operating Officer and General Counsel","crd":"7345873"},{"name":"Ronald Fisher-Dayn","title":"Managing Partner and Chief Compliance Officer","crd":"6257213"},{"name":"Wyatt Hartley","title":"Managing Partner and Head of North American Asset Management of Brookfield'S Energy Group","crd":"8247524"},{"name":"Ignacio Paz-Ares","title":"Managing Partner and Deputy Chief Investment Officer in Brookfield'S Energy Group","crd":"8247531"},{"name":"Lori Pearson","title":"Managing Partner and Vice Chair of Brookfield Corporation","crd":"7336704"},{"name":"Anuj Ranjan","title":"Managing Partner","crd":"7358778"},{"name":"Jehangir Vevaina","title":"Managing Partner and Global Chief Investment Officer of Brookfield'S Energy Group","crd":"8247510"}],"ownership":[{"label":"Brookfield Power Holdings LLC","detail":"Member in the 75% or more ownership band and a control person, since October 2011."},{"label":"Brookfield US Holdings Inc","detail":"Indirect owner: a shareholder of Brookfield US Inc in the 75% or more band and a control person, since November 1994.","parent":"Brookfield US Inc"},{"label":"Brookfield US Inc","detail":"Indirect owner: a shareholder of Brookfield Power Holdings LLC in the 75% or more band and a control person, since October 2011.","parent":"Brookfield Power Holdings LLC"},{"label":"Brookfield Asset Management LTD","detail":"Indirect owner: a shareholder of Brookfield Asset Management Ulc in the 25% to 50% band and a control person, since December 2022.","parent":"Brookfield Asset Management Ulc"},{"label":"Brookfield Corporation","detail":"Indirect owner: a shareholder of Brookfield Asset Management Ulc in the 50% to 75% band and a control person, since December 2022.","parent":"Brookfield Asset Management Ulc"},{"label":"Brookfield Asset Management Ulc","detail":"Indirect owner: a shareholder of Brookfield US Holdings Inc in the 75% or more band and a control person, since December 2022.","parent":"Brookfield US Holdings Inc"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":35,"privateResidences":0},"listedOfficeAddresses":6,"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"3011 Townsgate Road","city":"Westlake Village"}]},{"state":"Illinois","offices":1,"addresses":[{"street":"350 N Orleans Street","city":"Chicago"}]},{"state":"New York","offices":1,"addresses":[{"street":"250 Vesey Street","city":"New York"}]},{"state":"Ohio","offices":1,"addresses":[{"street":"127 Public Square","city":"Cleveland"}]},{"state":"Texas","offices":1,"addresses":[{"street":"Two Allen Center","city":"Houston"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"416-363-9491","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":100}],"privateFunds":119},"sources":{"adv1FilingDate":"5 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/316590/PDF/316590.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Brookfield Renewable Energy Group have?","answer":"Brookfield Renewable Energy Group has 125 clients and manages $99.1 billion for them, as of August 2026. They include 122 pooled investment vehicles, 2 other clients and 1 investment companies.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 5 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Brookfield Renewable Energy Group offer?","answer":"Brookfield Renewable Energy Group provides portfolio management for pooled vehicles.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Brookfield Renewable Energy Group have?","answer":"Brookfield Renewable Energy Group has 0 investment adviser representatives registered with state securities authorities, out of 1,072 employees, and 1,072 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Brookfield Renewable Energy Group invest in?","answer":"At the end of its last fiscal year, Brookfield Renewable Energy Group’s separately managed accounts held 100% pooled vehicles (private funds and similar). It advises 119 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Brookfield Renewable Energy Group?","answer":"Brookfield Renewable Energy Group is owned through a chain of holding companies by Brookfield Asset Management LTD and Brookfield Corporation. Its direct owner is Brookfield Power Holdings LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 5 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Brookfield Renewable Energy Group get paid?","answer":"Brookfield Renewable Energy Group is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}