# Brookfield Management Group, LLC

> Brookfield Management Group, LLC is a state-registered investment advisory firm, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 12, 2026.

- CRD: 297293
- Filed as: BROOKFIELD MANAGEMENT GROUP, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in New Jersey
- Filing period: October 2026
- Form ADV filing dated: January 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/297293
- AdvisorCensus page: https://advisorcensus.com/firm/brookfield-management-group-llc-297293

## Quick answers

**How is Brookfield Management Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Brookfield Management Group, LLC reports these compensation arrangements: performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Brookfield Management Group, LLC registered with the SEC or a state?**
Brookfield Management Group, LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 297293.

**How much does Brookfield Management Group, LLC manage?**
Brookfield Management Group, LLC reports $105,000,000 in regulatory assets under management in its Form ADV filing dated January 12, 2026 (100% discretionary).

**What types of clients does Brookfield Management Group, LLC serve?**
By number of clients on Form ADV Item 5.D: other (1).

**Does Brookfield Management Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/297293

## From the Form ADV filing

### Compensation (Item 5.E)
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $105,000,000
- Discretionary: $105,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Other | 1 | $105,000,000 |

### Advisory services (Item 5.G)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2019 (7 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Brookfield Management Group, LLC (CRD 297293): Form ADV filing data as of October 2026.