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How does the advisor help clients – Key Takeaways:
BROOKFIELD ASSET MGMT PRIVATE INST CAPITAL ADVISER (CREDIT), LLC is a leading financial advisory firm specializing in private institutional credit. With a team of experienced professionals and a diverse range of financial services, their main goal is to help clients achieve their financial objectives.
Facts and Insights
Founded in 2004, BROOKFIELD ASSET MGMT PRIVATE INST CAPITAL ADVISER (CREDIT), LLC has over 15 years of experience in the financial industry. As of 2020, the firm has over $10 billion in assets under management and a team of 50 dedicated advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2004 | $10+ billion | 50+ |
Financial Services Offered
At BROOKFIELD ASSET MGMT PRIVATE INST CAPITAL ADVISER (CREDIT), LLC, clients can expect a comprehensive range of financial services, including:
- Investment management
- Portfolio analysis and risk management
- Retirement planning
- Estate planning
- Wealth transfer strategies
- Alternative investments
Client Types
The firm caters to a diverse group of clients, including high-net-worth individuals, institutional investors, and family offices. They also work with pension funds, endowments, and foundations.
Fees & Compensation
As a financial advisor, BROOKFIELD ASSET MGMT PRIVATE INST CAPITAL ADVISER (CREDIT), LLC follows a fee-only compensation structure. This means that they do not earn commissions on the sale of financial products, ensuring unbiased and objective advice for their clients. The firm’s fees are based on a percentage of assets under management.
Background
BROOKFIELD ASSET MGMT PRIVATE INST CAPITAL ADVISER (CREDIT), LLC is a subsidiary of Brookfield Asset Management, a leading global alternative asset manager with over $600 billion in assets under management. The firm’s private institutional credit team is composed of experienced investment professionals with expertise in credit and special situations investing.
Financial Advisor Disclosures to Know
As with any financial advisory firm, it is important to be aware of any potential conflicts of interest or disciplinary actions. BROOKFIELD ASSET MGMT PRIVATE INST CAPITAL ADVISER (CREDIT), LLC has a clean record with no disclosures reported on its Form ADV filings or FINRA BrokerCheck report.