# BAM CREDIT AND INSURANCE SOLUTIONS ADVISOR LLC

BAM CREDIT AND INSURANCE SOLUTIONS ADVISOR LLC of NEW YORK, NY is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 312792
- Type: SEC-registered investment adviser
- SEC file number: 801-120634
- Location: 225 LIBERTY STREEET, 8TH FLOOR, NEW YORK, NY, 10281
- Phone: 2124177000
- Latest filing: 2026-03-31
- Regulatory AUM: $107.3B
- Discretionary AUM: $370.6M
- Non-discretionary AUM: $106.9B
- Clients: 1,421
- Accounts: 32

## Business model

- Compensation: % of AUM
- Clients served: Pooled vehicles, Charities

## Officers, owners & control persons (20)

| Name | Role | Location |
| --- | --- | --- |
| [Justin Beber](https://search.stillhousedata.com/person/435604) | MANAGING PARTNER, CHIEF ADMINISTRATIVE OFFICER AND GENERAL COUNSEL OF BROOKFIELD ASSET MANAGEMENT LTD.; MANAGING PARTNER, CHIEF OPERATING OFFICER AND GENERAL COUNSEL OF BROOKFIELD ASSET MANAGEMENT LTD. | New York, NY |
| [Bruce James Flatt](https://search.stillhousedata.com/person/671806) | CHIEF EXECUTIVE OFFICER FOR BROOKFIELD ASSET MANAGEMENT LTD. AND BROOKFIELD CORPORATION; CHIEF EXECUTIVE OFFICER FOR BROOKFIELD CORPORATION | — |
| [Ronald Fisher-Dayn](https://search.stillhousedata.com/person/671807) | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | New York, NY |
| [Lori Pearson](https://search.stillhousedata.com/person/671808) | MANAGING PARTNER AND CHIEF OPERATING OFFICER OF BROOKFIELD CORPORATION; MANAGING PARTNER AND VICE CHAIR OF BROOKFIELD CORPORATION | — |
| [Nicholas Howard Goodman](https://search.stillhousedata.com/person/671809) | MANAGING PARTNER, PRESIDENT AND CHIEF FINANCIAL OFFICER OF BROOKFIELD CORPORATION | — |
| [Hadley Peer Marshall](https://search.stillhousedata.com/person/671810) | MANAGING PARTNER AND CHIEF FINANCIAL OFFICER OF BROOKFIELD ASSET MANAGEMENT LTD. | — |
| [Craig William Alexander Noble](https://search.stillhousedata.com/person/671811) | MANAGING PARTNER AND CHIEF EXECUTIVE OFFICER, CREDIT | — |
| [Connor Teskey](https://search.stillhousedata.com/person/688993) | CHIEF EXECUTIVE OFFICER OF BROOKFIELD ASSET MANAGEMENT LTD | — |
| [FLATT JAMES BRUCE](https://search.stillhousedata.com/person/775827) | MANAGING PARTNER & CHIEF EXECUTIVE OFFICER | — |
| [FISHER-DAYN RONALD](https://search.stillhousedata.com/person/818380) | MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER; MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| [Shah Sachin](https://search.stillhousedata.com/person/842610) | MANAGING PARTNER, CEO OF INSURANCE SOLUTIONS; MANAGING PARTNER & CHIEF INVESTMENT OFFICER; MANAGING PARTNER, CHIEF INVESTMENT OFFICER | — |
| [Goodman Nicholas](https://search.stillhousedata.com/person/863224) | MANAGING PARTNER AND CHIEF FINANCIAL OFFICER | — |
| [Pearson Lori](https://search.stillhousedata.com/person/863225) | MANAGING PARTNER AND CHIEF OPERATING OFFICER; MANAGING PARTNER AND CHIEF OPERATING OFFICER OF BROOKFIELD CORPORATION | — |
| [Beber Justin](https://search.stillhousedata.com/person/863226) | MANAGING PARTNER, CHIEF ADMINISTRATIVE OFFICER AND GENERAL COUNSEL OF BROOKFIELD ASSET MANAGEMENT LTD.; MANAGING PARTNER & CHIEF LEGAL OFFICER | — |
| [NOBLE CRAIG William Alexander](https://search.stillhousedata.com/person/863227) | MANAGING PARTNER AND CHIEF EXECUTIVE OFFICER, CREDIT; MANAGING PARTNER & CHIEF EXECUTIVE OFFICER | — |
| [Manios Bahir](https://search.stillhousedata.com/person/865967) | MANAGING PARTNER AND CHIEF FINANCIAL OFFICER; MANAGING PARTNER AND CHIEF INVESTMENT OFFICER; MANAGING PARTNER, CHIEF FINANCIAL OFFICER OF BROOKFIELD ASSET MANAGEMENT LTD. | — |
| [FLATT BRUCE JAMES](https://search.stillhousedata.com/person/870570) | CHIEF EXECUTIVE OFFICER FOR BROOKFIELD ASSET MANAGEMENT LTD. AND BROOKFIELD CORPORATION | — |
| [GOODMAN NICHOLAS HOWARD](https://search.stillhousedata.com/person/870571) | MANAGING PARTNER, PRESIDENT AND CHIEF FINANCIAL OFFICER OF BROOKFIELD CORPORATION | — |
| [PEER MARSHALL HADLEY](https://search.stillhousedata.com/person/881506) | MANAGING PARTNER AND CHIEF FINANCIAL OFFICER OF BROOKFIELD ASSET MANAGEMENT LTD. | — |
| [MARSHALL HADLEY P](https://search.stillhousedata.com/person/883147) | MANAGING PARTNER AND CHIEF FINANCIAL OFFICER OF BROOKFIELD ASSET MANAGEMENT; MANAGING PARTNER AND CHIEF FINANCIAL OFFICER OF BROOKFIELD ASSET MANAGEMENT LTD. | — |


## Disclosures (5)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2021-03-19 | regulatory | THE SECURITIES AND EXCHANGE BOARD OF INDIA ("SEBI") ALLEGED THAT: (1) PENBROOK CAPITAL ADVISORS PRIVATE LIMITED ("PENBROOK"), THE INVESTMENT MANAGER OF PENINSULA BROOKFIELD INDIA REAL ESTATE FUND (THE "FUND") AND A JOINT VENTURE BETWEEN (I) BROOKFIELD CAPITAL PARTNERS LTD (BERMUDA), A WHOLLY OWNED S… | Final | $115K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/312792/brochure
- Similar advisers: https://search.stillhousedata.com/firm/312792/similar
- Related entities: https://search.stillhousedata.com/firm/312792/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/312792

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.