---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-25-092426"
form_type: "8-K"
ticker: "BAM"
cik: "0001937926"
company_name: "Brookfield Asset Management Ltd."
filed_at: "2025-04-24T23:59:59+00:00"
generated_at: "2026-05-23T07:23:03.536023+00:00"
event_type: "debt"
sentiment: "neutral"
materiality_score: 0.55
calibrated_materiality_score: 0.55
confidence: "high"
source: SEC EDGAR
---

# BAM raises $750M via inaugural 5.795% notes due 2035

## Summary
- Issued $750M aggregate principal of 5.795% notes maturing April 24, 2035; interest payable semiannually.
- Make-whole redemption before Jan 24, 2035; par redemption thereafter; change-of-control put at 101%.
- Underwriting led by Citigroup and Wells Fargo; indenture with Computershare trustees.
- Notes issued under BAM's base shelf prospectus; restrictions include liens limitation.

## SEC filing metadata
- accession: 0001193125-25-092426
- form_type: 8-K
- ticker: BAM
- cik: 0001937926
- company_name: Brookfield Asset Management Ltd.
- filed_at: 2025-04-24T23:59:59+00:00
- event_type: debt
- sentiment: neutral
- materiality_score: 0.55
- calibrated_materiality_score: 0.55
- confidence: high
- sec_items: 1.01, 2.03, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1937926/000119312525092426/0001193125-25-092426-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1937926/000119312525092426/d935835d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-25-092426
- JSON: https://secwatch.observer/filing/0001193125-25-092426.json
- Plain text: https://secwatch.observer/filing/0001193125-25-092426.txt

## Key facts
- Debt Financings
  Brookfield Asset Management Ltd. incurred senior notes of $750,000,000 aggregate principal amount with Computershare Trust Company of Canada and Computershare Trust Company, National Association at 5.795% per annum maturing April 24, 2035.
  - Instrument: senior notes
  - Principal: $750,000,000 aggregate principal amount
  - Counterparty: Computershare Trust Company of Canada and Computershare Trust Company, National Association
  - Rate: 5.795% per annum
  - Maturity: April 24, 2035
  - Event: incurrence
  source text: On April 24, 2025, Brookfield Asset Management Ltd. (“BAM”) completed its inaugural offering of US$750,000,000 aggregate principal amount of 5.795% notes due 2035 (the “Notes”).
  evidence_url: https://www.sec.gov/Archives/edgar/data/1937926/000119312525092426/0001193125-25-092426-index.htm

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