Brookfield Asset Management Ltd. Files 8-K on New Agreement

TL;DR

Brookfield Asset Management Ltd. just signed a big deal with a new financial obligation. Details to follow.

AI Summary

On November 18, 2025, Brookfield Asset Management Ltd. filed an 8-K report detailing a material definitive agreement and a direct financial obligation. The filing indicates the company entered into a significant agreement that creates a financial obligation for the registrant. Specific details regarding the nature of the agreement and the exact financial obligation were not provided in the excerpt.

Why It Matters

This filing signals a new material agreement and potential financial commitment for Brookfield Asset Management Ltd., which could impact its financial standing and future operations.

Risk Assessment

Risk Level: medium — The filing indicates a material definitive agreement and a direct financial obligation, suggesting potential financial commitments or changes that warrant attention.

Key Players & Entities

• Brookfield Asset Management Ltd. (company) — Registrant
• November 18, 2025 (date) — Date of Report

FAQ

Key Financial Figures

• $600,000,000 — . (" BAM ") completed its offering of US$600,000,000 aggregate principal amount of 4.653% se
• $400,000,000 — tes due 2030 (the " 2030 Notes ") and US$400,000,000 aggregate principal amount of 5.298% se

Filing Documents

• tm2530683d6_8k.htm (8-K) — 34KB
• tm2530683d6_ex4-2.htm (EX-4.2) — 131KB
• tm2530683d6_ex4-3.htm (EX-4.3) — 132KB
• 0001104659-25-113675.txt ( ) — 518KB
• bam-20251118.xsd (EX-101.SCH) — 3KB
• bam-20251118_lab.xml (EX-101.LAB) — 33KB
• bam-20251118_pre.xml (EX-101.PRE) — 22KB
• tm2530683d6_8k_htm.xml (XML) — 4KB

01. Entry into a Material Definitive Agreement

Item 1.01. Entry into a Material Definitive Agreement. On November 18 , 2025, Brookfield Asset Management Ltd. (" BAM ") completed its offering of US$600,000,000 aggregate principal amount of 4.653% senior notes due 2030 (the " 2030 Notes ") and US$400,000,000 aggregate principal amount of 5.298% senior notes due 2036 (the " 2036 Notes ", and together with the 2030 Notes, the " Notes "). The Notes were issued pursuant to an Indenture, dated as of April 24, 2025 (the " Base Indenture "), by and among BAM, Computershare Trust Company of Canada, as Canadian Trustee (the " Canadian Trustee "), and Computershare Trust Company, National Association , as U.S. trustee (the " U.S. Trustee "), as supplemented by the Third Supplemental Indenture, dated as of November 18 , 2025, in respect of the 2030 Notes (the " Third Supplemental Indenture "), by and among BAM, the Canadian Trustee and the U.S. Trustee, and the Fourth Supplemental Indenture, dated as of November 18 , 2025, in respect of the 2036 Notes (the " Fourth Supplemental Indenture "), by and among BAM, the Canadian Trustee and the U.S. Trustee. The Base Indenture, as supplemented by the Third Supplemental Indenture or the Fourth Supplemental Indenture, as applicable, is hereinafter referred to as the " Indenture ". The 2030 Notes bear interest at 4.653% per annum and will mature on November 15, 2030. Interest on the 2030 Notes is payable on May 15 and November 15 of each year, beginning May 15, 2026. The 2036 Notes bear interest at 5.298% per annum and will mature on January 15, 2036. Interest on the 2036 Notes is payable on January 15 and July 15 of each year, beginning July 15, 2026. BAM will be required to pay additional amounts in connection with the Notes in the event that BAM is required to withhold or deduct certain taxes by law or by the interpretation or administration thereof. At any time and from time to time prior to October 15, 2030 (the date that is one month prior to the maturity date of the 2030 N

01 Financial Statements and Exhibits

Item 9.01 Financial Statements and Exhibits. (d) Exhibits. Exhibit Number Description 4.1 Indenture, dated as of April 24, 2025, among Brookfield Asset Management Ltd., Computershare Trust Company of Canada and Computershare Trust Company, National Association (incorporated by reference to Exhibit 4.1 of Brookfield Asset Management Ltd.'s Current Report on Form 8-K filed April 24, 2025) 4.2 Third Supplemental Indenture, dated as of November 18, 2 025 , among Brookfield Asset Management Ltd., Computershare Trust Company of Canada and Computershare Trust Company, National Association. 4.3 Fourth Supplemental Indenture, dated as of November 18, 2 025 , among Brookfield Asset Management Ltd., Computershare Trust Company of Canada and Computershare Trust Company, National Association. 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: November 18, 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