Brookfield Asset Management Ltd. Files 8-K Report

TL;DR

Brookfield Asset Management filed an 8-K on Oct 13, 2025, updating corporate info.

AI Summary

On October 13, 2025, Brookfield Asset Management Ltd. filed an 8-K report. The filing indicates the company's principal executive offices are located at Brookfield Place, 250 Vesey Street, 15th Floor, New York, NY 10281-0221. The report was filed pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934.

Why It Matters

This 8-K filing serves as an official notification of corporate events or financial updates for Brookfield Asset Management Ltd., providing transparency to investors and the market.

Risk Assessment

Risk Level: low — This filing is a routine corporate disclosure and does not appear to contain significant new financial or operational information that would immediately impact risk.

Key Players & Entities

• Brookfield Asset Management Ltd. (company) — Registrant
• October 13, 2025 (date) — Date of earliest event reported
• 250 Vesey Street, 15th Floor, New York, NY 10281-0221 (location) — Principal Executive Offices
• Securities Exchange Act of 1934 (legal_document) — Filing basis

FAQ

Key Financial Figures

• $3 billion — or total consideration of approximately $3 billion. Of the $3 billion purchase price, BAM
• $1.6 billion — ice, BAM and BN will fund approximately $1.6 billion and $1.4 billion of the purchase price,
• $1.4 billion — ill fund approximately $1.6 billion and $1.4 billion of the purchase price, respectively, re

Filing Documents

• tm2528649d1_8k.htm (8-K) — 30KB
• tm2528649d1_ex99-1.htm (EX-99.1) — 25KB
• tm2528649d1_ex99-1img01.jpg (GRAPHIC) — 5KB
• 0001104659-25-099051.txt ( ) — 233KB
• bam-20251013.xsd (EX-101.SCH) — 3KB
• bam-20251013_lab.xml (EX-101.LAB) — 33KB
• bam-20251013_pre.xml (EX-101.PRE) — 22KB
• tm2528649d1_8k_htm.xml (XML) — 4KB

01 Regulation FD Disclosure

Item 7.01 Regulation FD Disclosure. On October 13, 2025, Brookfield Asset Management Ltd. ("BAM") issued a press release regarding the Proposed Transaction (as defined below). A copy of the press release is attached as Exhibit 99.1 hereto. The information in this Item 7.01 (including the Exhibit 99.1 furnished hereunder) shall not be deemed to be "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), nor shall it be deemed to be incorporated by reference in any filing under the Securities Act of 1933, as amended (the "Securities Act"), or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing.

01 Other Events

Item 8.01 Other Events. On October 13, 2025, BAM and Brookfield Corporation ("BN" and together with BAM, "Brookfield") agreed on a proposed transaction with Oaktree whereby Brookfield will acquire the approximately 26% interest in Oaktree that it does not already own (the "Proposed Transaction"). Upon completion of the Proposed Transaction, Brookfield will own 100% of Oaktree. Under the proposed terms of the Proposed Transaction, BAM and BN will acquire all of the remaining common equity interests in the Oaktree business for total consideration of approximately $3 billion. Of the $3 billion purchase price, BAM and BN will fund approximately $1.6 billion and $1.4 billion of the purchase price, respectively, reflecting their proportional interest in Oaktree today. Subject to the terms of the Proposed Transaction, Oaktree common equity holders will have the option to elect consideration in the form of cash, Class A Limited Voting Shares of BAM, or, subject to certain limitations, Class A Limited Voting Shares of BN, which shares will be subject to two-year and five-year lock-ups, respectively. BAM will acquire, among other things, an incremental 26% interest in Oaktree's: fee-related earnings; carried interest from certain funds (net of BN's 33% royalty); and partner manager interest in 17Capital and DoubleLine. BN will acquire, among other things, an incremental 26% interest in Oaktree's balance sheet investments and the remaining carried interest. Any BAM or BN shares to be issued in the Proposed Transaction are expected to be issued in reliance on exemptions from the registration requirements of the Securities Act. The Proposed Transaction is expected to close in the first quarter of 2026, subject to regulatory approvals and customary closing conditions.

01 Financial Statements and Exhibits

Item 9.01 Financial Statements and Exhibits. (d) Exhibits. Exhibit Number Description 99.1 Press Release, dated O ctober 13, 2025. 104 Cover Page Interactive Data File (embedded within the Inline XBRL document).

SIGNATURES

SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. Date: October 14, 2025 Brookfield Asset Management Ltd. By: /s/ Kathy Sarpash Name: Kathy Sarpash Title: Managing Director, Legal & Regulatory and Corporate Secretary

View Full Filing

View this 8-K filing on SEC EDGAR