---
schema_version: "secwatch.filing_event.v1"
accession: "0001104659-25-088626"
form_type: "8-K"
ticker: "BAM"
cik: "0001937926"
company_name: "Brookfield Asset Management Ltd."
filed_at: "2025-09-09T23:59:59+00:00"
generated_at: "2026-05-17T07:22:31.249063+00:00"
event_type: "debt"
sentiment: "neutral"
materiality_score: 0.5
calibrated_materiality_score: 0.5
confidence: "high"
source: SEC EDGAR
---

# Brookfield Asset Management issues $750M 6.077% notes due 2055

## Summary
- Issued $750M aggregate principal of 6.077% notes maturing September 15, 2055.
- Interest payable semi-annually on March 15 and September 15, beginning March 15, 2026.
- Make-whole redemption allowed prior to March 15, 2055; thereafter redeemable at par.
- Change of control triggers offer to repurchase notes at 101% of principal plus accrued interest.
- Indenture contains a limitation on liens and customary covenants.

## SEC filing metadata
- accession: 0001104659-25-088626
- form_type: 8-K
- ticker: BAM
- cik: 0001937926
- company_name: Brookfield Asset Management Ltd.
- filed_at: 2025-09-09T23:59:59+00:00
- event_type: debt
- sentiment: neutral
- materiality_score: 0.5
- calibrated_materiality_score: 0.5
- confidence: high
- sec_items: 1.01, 2.03, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1937926/000110465925088626/0001104659-25-088626-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1937926/000110465925088626/tm2523605d6_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001104659-25-088626
- JSON: https://secwatch.observer/filing/0001104659-25-088626.json
- Plain text: https://secwatch.observer/filing/0001104659-25-088626.txt

## Key facts
- Debt Financings
  Brookfield Asset Management Ltd. incurred senior notes of US$ 750,000,000 aggregate principal amount with Computershare Trust Company of Canada, as Canadian Trustee, and Computershare Trust Company, National Association, as U.S. trustee at 6.077% per annum maturing September 15, 2055.
  - Instrument: senior notes
  - Principal: US$ 750,000,000 aggregate principal amount
  - Counterparty: Computershare Trust Company of Canada, as Canadian Trustee, and Computershare Trust Company, National Association, as U.S. trustee
  - Rate: 6.077% per annum
  - Maturity: September 15, 2055
  - Event: incurrence
  source text: completed its offering of US$ 750,000,000 aggregate principal amount of 6.077% notes due 2055
  evidence_url: https://www.sec.gov/Archives/edgar/data/1937926/000110465925088626/0001104659-25-088626-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.