# BAM Credit and Insurance Solutions Advisor LLC

> BAM Credit and Insurance Solutions Advisor LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2021, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 312792
- Filed as: BAM CREDIT AND INSURANCE SOLUTIONS ADVISOR LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/312792
- AdvisorCensus page: https://advisorcensus.com/firm/bam-credit-and-insurance-solutions-advisor-llc-new-york-ny-312792

## Quick answers

**How is BAM Credit and Insurance Solutions Advisor LLC compensated?**
On its Form ADV (Item 5.E, October 2026), BAM Credit and Insurance Solutions Advisor LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is BAM Credit and Insurance Solutions Advisor LLC located?**
BAM Credit and Insurance Solutions Advisor LLC's principal office is in New York, NY, according to its Form ADV; the April 2026 filing also lists 22 other offices (Schedule D, Section 1.F).

**Is BAM Credit and Insurance Solutions Advisor LLC registered with the SEC or a state?**
BAM Credit and Insurance Solutions Advisor LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 312792.

**How much does BAM Credit and Insurance Solutions Advisor LLC manage?**
BAM Credit and Insurance Solutions Advisor LLC reports $107,287,970,838 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (0% discretionary).

**How have BAM Credit and Insurance Solutions Advisor LLC's assets and staff changed since 2021?**
In the Form ADV data for BAM Credit and Insurance Solutions Advisor LLC: Regulatory assets under management: $21,800,000 in the October 2021 data and $107,287,970,838 in the October 2026 data, up 492047%. Total employees: 379 in October 2021 and 1,421 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does BAM Credit and Insurance Solutions Advisor LLC serve?**
By number of clients on Form ADV Item 5.D: insurance companies (27); corporations or other businesses not listed above (3); banking or thrift institutions (1).

**Which custodians does BAM Credit and Insurance Solutions Advisor LLC use?**
BAM Credit and Insurance Solutions Advisor LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists JPMorgan Chase & Co and The Bank of New York Mellon as custodians holding 10% or more of its separately managed account assets.

**Does BAM Credit and Insurance Solutions Advisor LLC report any disciplinary disclosures?**
Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/312792

**What changed in BAM Credit and Insurance Solutions Advisor LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 1027 to 1421. Regulatory assets under management went from $92,249,239,694 to $107,287,970,838 (+16%). Changed its office addresses in Atlanta, GA. Changed its office addresses in Cleveland, OH. Changed its office addresses in Dubai. Changed its office addresses in Frankfurt. Changed its office addresses in Hong Kong. Changed its office addresses in London. Changed its office addresses in Mumbai. Changed its office addresses in S?o Paulo. Changed its office addresses in Seoul. Changed its office addresses in Singapore. Added an office in Chicago, IL. Added an office in Pembroke. Added an office in Toronto. No longer lists an office in Coral Gables, FL. No longer lists an office in Madrid. No longer lists an office in Menlo Park, CA. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- JPMorgan Chase & Co
- The Bank of New York Mellon

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $107,287,970,838
- Discretionary: $370,626,126
- Non-discretionary: $106,917,344,712

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Banking or thrift institutions | 1 | $1,121,063,229 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $844,705,588 |
| Insurance companies | 27 | $104,207,510,067 |
| Corporations or other businesses not listed above | 3 | $1,114,691,954 |

### Advisory services (Item 5.G)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1,421 total, 1,421 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
- 11.D(4): In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/312792

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Atlanta, GA
- Beijing
- Chicago, IL
- Cleveland, OH
- Dubai
- Frankfurt
- Hamilton
- Hong Kong
- Houston, TX
- London
- Los Angeles, CA
- Mumbai
- Pembroke
- S?o Paulo
- Seoul
- Shanghai
- Singapore
- Sydney
- Tokyo
- Toronto
- Westlake Village, CA
- Worthing

### Websites listed on Form ADV (Item 1.I)
- brookfield.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $21,800,000 | 379 | February 26, 2021 |
| October 2022 | $6,867,679,843 | 892 | March 31, 2022 |
| October 2023 | $28,708,954,062 | 959 | June 16, 2023 |
| October 2024 | $34,500,182,467 | 998 | August 16, 2024 |
| October 2025 | $92,249,239,694 | 1,027 | July 15, 2025 |
| October 2026 | $107,287,970,838 | 1,421 | March 31, 2026 |

Regulatory assets under management: $21,800,000 in the October 2021 data and $107,287,970,838 in the October 2026 data, up 492047%.
Total employees: 379 in October 2021 and 1,421 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 1027 to 1421.
- Regulatory assets under management went from $92,249,239,694 to $107,287,970,838 (+16%).
- Changed its office addresses in Atlanta, GA.
- Changed its office addresses in Cleveland, OH.
- Changed its office addresses in Dubai.
- Changed its office addresses in Frankfurt.
- Changed its office addresses in Hong Kong.
- Changed its office addresses in London.
- Changed its office addresses in Mumbai.
- Changed its office addresses in S?o Paulo.
- Changed its office addresses in Seoul.
- Changed its office addresses in Singapore.
- Added an office in Chicago, IL.
- Added an office in Pembroke.
- Added an office in Toronto.
- No longer lists an office in Coral Gables, FL.
- No longer lists an office in Madrid.
- No longer lists an office in Menlo Park, CA.
- Updated its list of owners and control persons (Schedule A).

### January 2026
- Added an office in S?o Paulo.
- No longer lists an office in São Paulo.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. BAM Credit and Insurance Solutions Advisor LLC (CRD 312792): Form ADV filing data as of October 2026.