Brookfield Asset Management Files 8-K on Definitive Agreement

Ticker: BAM · Form: 8-K · Filed: 2025-09-09T00:00:00.000Z

Sentiment: neutral

Topics: material-definitive-agreement, financial-obligation

TL;DR

Brookfield Asset Management signed a new deal, expect financial obligations.

AI Summary

On September 9, 2025, Brookfield Asset Management Ltd. filed an 8-K report detailing a material definitive agreement. The filing also indicates the creation of a direct financial obligation or an obligation under an off-balance sheet arrangement for the registrant. Specific details regarding the agreement and the financial obligations are not provided in this excerpt.

Why It Matters

This filing signals a significant new contract or financial commitment for Brookfield Asset Management, which could impact its financial standing and future operations.

Risk Assessment

Risk Level: medium — The filing indicates a material definitive agreement and potential financial obligations, which inherently carry some level of risk until more details are disclosed.

Key Players & Entities

FAQ

What is the nature of the material definitive agreement entered into by Brookfield Asset Management Ltd.?

The provided excerpt does not specify the details of the material definitive agreement.

What are the specific financial obligations created by the registrant?

The excerpt mentions the creation of a direct financial obligation or an obligation under an off-balance sheet arrangement, but does not provide specific details.

When was the earliest event reported in this 8-K filing?

The earliest event reported was on September 9, 2025.

What is Brookfield Asset Management Ltd.'s primary business as indicated by its SIC code?

Brookfield Asset Management Ltd.'s Standard Industrial Classification (SIC) code is 6282, which corresponds to Investment Advice.

Where is Brookfield Asset Management Ltd. headquartered?

Brookfield Asset Management Ltd.'s principal business address is Brookfield Place, 250 Vesey Street, 15th Floor, New York, NY 10281-0221.

From the Filing

0001104659-25-088626.txt : 20250909 0001104659-25-088626.hdr.sgml : 20250909 20250909161542 ACCESSION NUMBER: 0001104659-25-088626 CONFORMED SUBMISSION TYPE: 8-K PUBLIC DOCUMENT COUNT: 13 CONFORMED PERIOD OF REPORT: 20250909 ITEM INFORMATION: Entry into a Material Definitive Agreement ITEM INFORMATION: Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant ITEM INFORMATION: Financial Statements and Exhibits FILED AS OF DATE: 20250909 DATE AS OF CHANGE: 20250909 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Brookfield Asset Management Ltd. CENTRAL INDEX KEY: 0001937926 STANDARD INDUSTRIAL CLASSIFICATION: INVESTMENT ADVICE [6282] ORGANIZATION NAME: 02 Finance EIN: 000000000 STATE OF INCORPORATION: A1 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 8-K SEC ACT: 1934 Act SEC FILE NUMBER: 001-41563 FILM NUMBER: 251303351 BUSINESS ADDRESS: STREET 1: BROOKFIELD PLACE STREET 2: 250 VESEY STREET, 15TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10281-0221 BUSINESS PHONE: 416-363-9491 MAIL ADDRESS: STREET 1: BROOKFIELD PLACE STREET 2: 250 VESEY STREET, 15TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10281-0221 8-K 1 tm2523605d6_8k.htm FORM 8-K false 0001937926 0001937926 2025-09-09 2025-09-09 iso4217:USD xbrli:shares iso4217:USD xbrli:shares     UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549       FORM 8-K       CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934   Date of Report (Date of earliest event reported): September 9, 2025       Brookfield Asset Management Ltd. (Exact name of registrant as specified in its charter)       British Columbia, Canada   001-41563   98-1702516 (State or Other Jurisdiction of Incorporation)   (Commission File No.)   (IRS Employee Identification No.)   Brookfield Place 250 Vesey Street, 15th Floor New York , NY 10281-0221 (Address of Principal Executive Offices)   ( 212 ) 417-7000 (Registrant’s telephone number, including area code)   (Former name or former address, if changed since last report)       Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:   ¨ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)   ¨ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)   ¨ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))   ¨ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))   Securities registered pursuant to Section 12(b) of the Act:   Title of Each Class   Trading Symbol(s)   Name of Each Exchange on Which Registered Class A Limited Voting Shares   BAM   New York Stock Exchange   Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company  ¨   If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.  ¨           Item 1.01. Entry into a Material Definitive Agreement.   On September 9, 2025, Brookfield Asset Management Ltd. (“ BAM ”) completed its offering of US$ 750,000,000 aggregate principal amount of 6.077% notes due 2055 (the “ Notes ”).   The Notes were issued pursuant to an Indenture, dated as

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