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BAM CREDIT AND INSURANCE SOLUTIONS ADVISOR LLC
CRD 312792File 801-120634
APPROVED
Custody
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 1,027 | 1,421 | increased by394 |
| Apr 1, 2026 | Clients | 27 | 32 | increased by5 |
| Apr 1, 2026 | AUM | $92,249,239,694 | $107,287,970,838 | increased by$15,038,731,144 |
| Apr 1, 2026 | Accounts | 27 | 32 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 892 | 1,027 | increased by135 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 13 | 27 | increased by14 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $6,867,679,843 | $92,249,239,694 | increased by$85,381,559,851 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 33 | 27 | decreased by6 |
| Apr 1, 2022 | Employees | 379 | 892 | increased by513 |
| Apr 1, 2022 | Clients | 3 | 13 | increased by10 |
| Apr 1, 2022 | AUM | $21,800,000 | $6,867,679,843 | increased by$6,845,879,843 |
| Apr 1, 2022 | Accounts | 3 | 33 | increased by30 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BAM CREDIT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BAM CREDIT” may also match similarly-named firms). Confirm identity against each filing.
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.