Brascan Strategic Asset Management LLC (New York)

Brascan Strategic Asset Management LLC is a large advisory firm based in New York. It manages $2.96 billion of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2004.

Brascan Strategic Asset Management provides portfolio management for pooled investment vehicles and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Brascan Strategic Asset Management: assets under management

The assets under management (AUM) of Brascan Strategic Asset Management LLC is $2.96 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 48% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.96 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $592 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Brascan Strategic Asset Management LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Brascan Strategic Asset Management LLC

Bruce Keith Robertson has been acting as President since 1 Feb 2004. 4276141 Canada Limited joined the executive team most recently as the Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Imagine Reinsurance Holdings Corporation	Owner	1 Feb 2004	50% - 75%	13-3923839
Steven Mitchell Grill	Ceo	1 Feb 2004	Other	1669936
Per Sekse	Coo	1 Feb 2004	Other	2775016
Peter Norris	Cfo/cco	1 Feb 2004	Other	4774525
Bruce Keith Robertson	Chairman	1 Feb 2004	Other	4653714
Brad Huntington	Vice chairman	1 Feb 2004	Other	4774526
Rob Stuart	Clo	1 Feb 2004	Other	4774528
Anthony Armstrong Breaks	Director	1 Feb 2004	Other	3092869
James Peter Muldoon	Director	1 Feb 2004	Other	4123357
Per Arild Sekse	Chief operating officer & compliance officer	1 Feb 2004	Other	2775016
Bsam Holdings Inc.	Owner	1 Mar 2004	50% - 75%	00-0000000
Gordon Mark Brown	Chief financial officer	1 Jun 2004	Other	3106677

Indirect Owners

The SEC currently registers 11 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Brascan Corporation	Owner	1 Nov 1982	75% - 100%	00-0000000
Brascan Financial Corporation	Owner	1 Jan 1984	75% - 100%	00-0000000
Inc. Trilon Bancorp	Owner	1 Dec 1995	75% - 100%	00-0000000
Trilon Securities Corp	Owner	1 Dec 1995	75% - 100%	00-0000000
Inc. Trilon International	Owner	1 Dec 1998	75% - 100%	00-0000000
Imagine Group Holdings Limited	Owner	1 Sep 2000	75% - 100%	00-0000000
Imagine Insurance Company Limited	Owner	1 Jul 2001	75% - 100%	00-0000000
Inc. Trilon Bancorp	Owner	1 Oct 2002	75% - 100%	00-0000000
Brascan Financial (U.S.) Corporation	Owner	1 Mar 2004	75% - 100%	13-4236510
4276141 Canada Limited	Owner	1 Dec 2004	75% - 100%	00-0000000
Brascan Corporation	Owner	1 Dec 2004	75% - 100%	00-0000000

Based in New York

The principal office where Brascan Strategic Asset Management LLC performs its advisory services is located at One Liberty Plaza, New York, NY 10006, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-707-0800 or by fax 212 707-0801. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.