Brookfield Asset Management
advisor32 known aliases resolved via the canonical alias map
Market position · 2024
Plans served15+2 YoYRank #1050 of mapped providers
Assets under administration$34.6B0.0%Market share · rank #424
Fees received$3MMedian $77,651/planSum across Schedule C direct + indirect
Net wins YoY+36 won · 3 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Brookfield Asset Management plan look like?
Service mix · median fees per plan
Count of plans where Brookfield Asset Management ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid indirectly by plan; Investment management fees paid directly by planCode 28 | 12 | $77,651 | |
Investment management fees paid directly by planCode 51 | 2 | $77,749 | |
Investment management fees paid indirectly by planCode 52 | 1 | $224,665 |
Competitor overlap
Percent of Brookfield Asset Management's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Brookfield Asset Management.
| Sponsor | From | Assets |
|---|---|---|
BD OF TRUSTEES, LABORERS DIST COUNCIL & CONSTRS PENSION FUNDOH · 316129964-001 | ARA Core Property Fund | $2.7B |
ARAMCO SHARED BENEFITS COMPANYTX · 844364434-001 | NB Secondary Opportunities Fund | $1.8B |
BATTELLE MEMORIAL INSTITUTEOH · 314379427-005 | Bricker & Graydon LLP | $1.8B |
JOINT BOARD OF TRUSTEES OF THE UA LOCAL 190 PENSION PLANMI · 386065579-001 | Boyd Watterson Asset Management LLC | $264M |
BD OF TRUSTEES OF IBT CONSOLIDATED PENSION FUNDWA · 822153627-001 | Aberdeen Asset Management | $180M |
BOARD OF TRUSTEES PLUMBERS LOCAL UNION NO. 16 PENSION PLANNE · 476045942-001 | Milliman | $93M |
Plans lost in 2024
Appeared last year under Brookfield Asset Management; not this year.
| Sponsor | To | Assets |
|---|---|---|
JOINT BOARD OF TRUSTEES OPERATING ENGINEERS LOCAL 324MI · 381900637-001 | Benefit Street Partners LLC | $1.6B |
METROPOLITAN OPERA ASSOCIATION, INCNY · 131624087-007 | MSD Special Investments Fund | $249M |
BOARD OF TRUSTEES SDC - LEAGUE PENSION FUNDNY · 136634482-001 | Slevin & Hart PC | $48M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NATIONAL ELEVATOR INDUSTRY PENSION PLAN PLAN BOARD OF TRUSTEESPA · 232694291-001 | $12.2B | 54,107 | $1M | 6y | 1 |
BD OF TRUSTEES UFCW CONSOLIDATED PENSION FUNDGA · 586101602-001 | $5.6B | 347,574 | $202,228 | 3y | - |
FACTORY MUTUAL INSURANCE COMPANYRI · 050316605-001 | $3.0B | 8,907 | $394,118 | 3y | - |
BD OF TRUSTEES, LABORERS DIST COUNCIL & CONSTRS PENSION FUNDOH · 316129964-001 | $2.7B | 30,539 | $139,585 | 6y | - |
BOARD OF TRUSTEESNY · 131764242-001 | $2.6B | 56,488 | $0 | 2y | - |
ARAMCO SHARED BENEFITS COMPANYTX · 844364434-001 | $1.8B | 1,794 | $284,002 | 4y | - |
AARPDC · 951985500-001 | $1.6B | 5,813 | $38,181 | 3y | - |
HANFORD PENSION & SAVINGS PLANS COMMITTEEWA · 900501441-003 | $1.2B | 7,714 | $28,085 | 3y | - |
CONSOLIDATED ELECTRICAL DISTRIBUTORS, INC.TX · 770559191-001 | $1.2B | 3,192 | $38,050 | 3y | - |
ENBRIDGE EMPLOYEE SERVICES, INC.TX · 760697621-002 | $1.1B | 9,402 | $641,000 | 8y | - |
Flag exposure
100.0%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (32)
Raw Schedule C names collapsed into Brookfield Asset Management.
- ATLAS MARK FINANCIAL, INC
- ATLAS MEDSTAFF 401K
- ATLAS PARTNERS, LLC
- ATLAS TECHNOLOGIES, INC.
- ATLAS VENTURE FUND X, LP
- ATLAS VENTURE FUND XI, LP
- ATLAS VENTURE FUND XIII, L.P.
- ATLAS WEALTH ADVISORS
- ATLAS WEALTH ADVISORS LLC
- ATLAS WEALTH MGT GROUP LLC
- BROOKFIELD
- BROOKFIELD AMERICAS INFRASTRUCTURE
- BROOKFIELD ASSET MANAGEMENT
- BROOKFIELD ASSET MANAGEMENT PRIVATE
- BROOKFIELD ASSET MGMT PRIVATE INST
- BROOKFIELD CAPITAL PARTNERS
- BROOKFIELD CAPITAL PARTNERS IV
- BROOKFIELD INFRASTRUCTURE FUND IV G
- BROOKFIELD INFRASTRUCTURE FUND V-C,
- BROOKFIELD INVESTMENT MANAGEMENT IN
- BROOKFIELD PREMIER REAL ESTATE PART
- BROOKFIELD PUBLIC SECURITIES GROUP
- BROOKFIELD REAL ESTATE FUNDS
- BROOKFIELD STRAT REAL ESTATE PTNR
- BROOKFIELD STRATEGIC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Brookfield Asset Management's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 1 | 6.67% | 0.00% | +6.66 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Brookfield Asset Management. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Brookfield Asset Management's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Venable LLP | 2 | 13.3% |
| Barlow Coughran Morales & Josephson | 1 | 6.7% |
| Davis Wright Tremaine LLP | 1 | 6.7% |
| Ellenoff Grossman & Schole LLP | 1 | 6.7% |
| Feinberg Dumont & Brennan | 1 | 6.7% |
| Ferraiuoli LLC | 1 | 6.7% |
| Foley & Lardner LLP | 1 | 6.7% |
| Groom Law Group, Chartered | 1 | 6.7% |
| Haynes & Boone LLP | 1 | 6.7% |
| Holland & Knight LLP | 1 | 6.7% |