Data / Investment advisers / New York / Bam Credit and Insurance Solutions Advisor LLC
Bam Credit and Insurance Solutions Advisor LLC, New York, NY: $107 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Bam Credit and Insurance Solutions Advisor LLC is an SEC registered investment adviser with its main office in New York, New York and reports $107 billion in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include insurance companies, banks and thrifts and corporations and other businesses. It is paid through a percentage of assets under management. It advises 1 private fund.
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- Registration
- SEC registered investment adviser
- CRD number
- 312792
- SEC file number
- 801-120634
- SEC status
- Approved, effective March 29, 2021
- Main office
- 225 Liberty Streeet 8th Floor, New York, NY 10281
- Phone
- (212) 417-7000
- Website
- brookfield.com
- Regulatory AUM
- $107,287,970,838 in the Form ADV filed March 31, 2026
- Discretionary AUM
- $370,626,126
- Non discretionary AUM
- $106,917,344,712
- Accounts
- 32
- Employees
- 1,421, of which 1,421 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Private funds
- 1: 1 securitized asset fund
- Gross assets of private funds
- $844,705,588
- Other offices
- 36
- Umbrella registration
- 1 relying advisers
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- March 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | 27 | $104.21 billion |
| Banking or thrift institutions | 1 | $1.12 billion |
| Corporations or other businesses | 3 | $1.11 billion |
| Pooled investment vehicles | 1 | $844.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $107.29 billion | March 31, 2026 |
| December 1, 2025 | $92.25 billion | July 15, 2025 |
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| General Atlantic Service Company, L.P. | New York | $125.26 billion | 334 | adviserinfo.sec.gov |
| New York Life Investment Management LLC | New York | $120.70 billion | Not listed | adviserinfo.sec.gov |
| Lazard Asset Management LLC | New York | $120.52 billion | 67 | adviserinfo.sec.gov |
| TPG Angelo Gordon | New York | $115.94 billion | 237 | adviserinfo.sec.gov |
| Warburg Pincus LLC | New York | $108.66 billion | 213 | adviserinfo.sec.gov |
| Brookfield Asset Management Pic US, LLC | New York | $105.30 billion | 116 | adviserinfo.sec.gov |
| Oak Hill Advisors, L.P. | New York | $100.72 billion | 94 | adviserinfo.sec.gov |
| Blackstone Credit BDC Advisors LLC | New York | $100.65 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New York, NY
- Investment advisers in New York
- Advisers with Over $100 billion in AUM
- Advisers serving insurance companies
- Advisers serving banks and thrifts
- Advisers that manage private funds
- Bam Credit and Insurance Solutions Advisor LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.