← Directory
BAM CREDIT AND INSURANCE SOLUTIONS ADVISOR LLC
CRD 312792File 801-120634
APPROVED
Custody
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$107.29B
Top 10% of cohort (national)
Discretionary AUM
$370.6M
Non-discretionary $106.92B
Clients
32
32 accounts
Employees
1,421
Top 10% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Mar 29, 2021
- Principal office
- 225 LIBERTY STREEET, 8TH FLOOR, NEW YORK, NY, 10281
- Phone
- 2124177000
- Website
- https://www.brookfield.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $107.29B
- Discretionary AUM
- $370.6M
- Non-discretionary AUM
- $106.92B
- Discretionary accounts
- 7
- Non-discretionary accounts
- 25
- Total accounts
- 32
- AUM per client
- $3.35B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.11B |
| Insurance companies | 27 | $104.21B |
| Pooled investment vehicles | 1 | $844.7M |
| Banking or thrift institutions | Fewer than 5 | $1.12B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11
- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.