Brookfield Asset Management Ltd.
Brookfield Asset Management Ltd. is classed by the SEC under Investment Advice (industry code 6282), based in New York, NY. Its latest filed balance sheet (2023-12-31) shows total assets of $4.2 billion (its filed statements).
vs its business-model standard
Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a asset management business: prior from its industry code (SEC 6282, Investment Advice); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.
The grade, in three tenses
Headline 6.4 out of ten, 6 of 9 metrics filed and 3 estimated: past 6.2 out of ten, present 6.5 out of ten, future 6.3 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.
The nine metrics
- Surviving crises (past): 3.6 out of ten. 1 warning event since 2022; the latest 2025-03-03. 36th percentile among 48 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Track record (past): 5.7 out of ten. +8.9% a year over 3 filed years; profitable in 3 of 3. 57th percentile among 42 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Shareholder treatment (past): 8.7 out of ten. CrossAssetData estimate 8.7/10, confidence 35 of 100 (one part). 87th percentile among 46 sector filers. A CrossAssetData estimate, not a filed reading: one part, confidence 35 of 100; a filing that carries the missing parts replaces this estimate with the filed reading.
- Financial health (present): 7.2 out of ten. ROE 27%: 27¢ of profit per shareholder dollar. Leverage 48%: owes 48¢ per asset dollar. 72nd percentile among 44 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Industry position (present): 7.5 out of ten. top 25% of 42 in its family; net margin 49.8%. 75th percentile among 42 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Leadership (present): 4.8 out of ten. CrossAssetData estimate 4.8/10, confidence 20 of 100 (family median). 50th percentile among 37 sector filers. A CrossAssetData estimate, not a filed reading: family median, confidence 20 of 100; its next annual report on file with the inputs replaces this estimate with the filed reading.
- Room to expand (future): 7.6 out of ten. top 24% of 41 in its family for room to expand. 76th percentile among 41 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Growth drivers (future): 6.6 out of ten. top 34% of 41 in its family for growth drivers. 66th percentile among 41 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Expectations vs reality (future): 4.8 out of ten. CrossAssetData estimate 4.8/10, confidence 20 of 100 (family median). 50th percentile among 40 sector filers. A CrossAssetData estimate, not a filed reading: family median, confidence 20 of 100; its next annual report on file with the inputs replaces this estimate with the filed reading.
The filing record
Newest annual report: Form 10-K filed 2026-03-02 for the period ended 2025-12-31 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-08-10 for the period ended 2026-06-30 (on EDGAR). Newest results release: Form 8-K filed 2026-08-06 for the period ended 2026-08-05 (on EDGAR). Newest filing: Form 8-K, 2026-10-01. Filings on record since 2022. Read from EDGAR 2026-10-12.
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Every stock is a company. We grade the company behind the stock. CrossAssetData is a company research product: no investment advice, no price targets, no price predictions; every claim carries its source, and unseen means unseen. The full file draws when the page's script runs: the essentials, the balance sheet, the estimators, the trend, and every filing of the last ten years.