Thursday, October 22, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicIN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of youFP Why clients are choosing phased retirement — and what advisors should know4K SPARK Forum Offering Scholarships for Retirement Plan AdvisorsFP What Schwab's new ETF platform fees mean for clients, advisorsWM RIA Platform Leaders Ask ‘What’s the Advantage in Having Your Own Form ADV?’IN Fake e-vite phishing scams put high-net-worth clients at riskRB Rick Wurster says Schwab is tackling its forced rationing of long/short SMAs with proprietary 'offering' to stretch balance sheet, but it may be more about a fee upside, a long/short manager saysIN Fintech bytes: 55ip, Vise, Syntax push tax-smart tools for RIAs

Private fund adviser · Toronto, Ontario, Canada

Brookfield Renewable Energy Group LLC

SEC-registered investment adviser · CRD 316590 · SEC 801-122588

At a glance

Brookfield Renewable Energy Group LLC is an SEC-registered investment adviser based in Toronto, Ontario, Canada, with $99.1 billion in regulatory assets under management as of its Form ADV filed August 5, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 83rd of 4,686 private fund advisers and 263rd of 17,210 SEC-registered advisers by assets.

Main office 416-363-9491brookfield.comAs filed on Form ADV

Regulatory AUM
$99B
Rank among private fund advisers
#83 of 4,686
Rank among all SEC RIAs
#263 of 17,210
Clients
125
Accounts
125
Discretionary
100% of AUM
Employees
1,072
Advisory staff
1,072
Offices
36

Owners and executives on its Form ADV

  • Bruce J. FlattManaging Partner and Chief Executive Officer of Brookfield Corporation
  • Nicholas H. GoodmanChief Financial Officer, Brookfield Corporation
  • Lori PearsonManaging Partner and Vice Chair of Brookfield Corporation
  • Justin BeberChief Operating Officer and General Counsel
  • Ronald Fisher-DaynManaging Partner and Chief Compliance Officer
  • Anuj RanjanManaging Partner
  • Connor TeskeyChief Executive Officer of Brookfield Asset Management LTD, Chief Executive Officer, Renewable Power and Transition
  • Hadley Peer MarshallChief Financial Officer, Brookfield Asset Management LTD
  • Jehangir VevainaManaging Partner and Global Chief Investment Officer of Brookfield's Energy Group
  • Natalie AdomaitManaging Partner and Chief Operating Officer in Brookfield's Energy Group
  • Wyatt HartleyManaging Partner and Head of North American Asset Management of Brookfield's Energy Group
  • Jennifer MazinCo-President of Brookfield Renewable Partners and General Counsel in Brookfield's Energy Group

Custody and brokerage

Custodian

Brookfield Renewable Energy Group LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.

Broker-dealer

Hybrid RIA

Brookfield Renewable Energy Group LLC is a hybrid RIA: 84 of its employees are also registered representatives of a broker-dealer. It names affiliated broker-dealers: Brookfield Advisors (hong Kong) Limited, Brookfield Australia Funds Management Limited, Brookfield Capital Management Limited, Brookfield Capital Securities Limited, Brookfield Funds Management Limited, Brookfield Private Advisors LLC, Brookfield Private Capital (UK) Limited, Brookfield Private Wealth LLC and Brookfield Securities LLC.

Other hybrid RIAs

Who it serves

Client typeClientsRegulatory AUMShare
Pooled investment vehicles122$97B98%
Investment companies1$1.9B2%
Other2$26M<1%

Private funds

Brookfield Renewable Energy Group LLC reports 119 private funds with $50B in gross assets: private equity funds, liquidity funds (Form ADV Item 7.B).

Disciplinary disclosures

Brookfield Renewable Energy Group LLC answers yes to 2 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗

Services

  • Portfolio management for pooled investment vehicles

How it’s paid

  • A percentage of assets under management
  • Performance-based fees

Form ADV and brochures on the SEC’s adviser search ↗brookfield.com ↗

AtlasMembers

The full record on Brookfield Renewable Energy Group LLC

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff, 4 years of filings
Locked
Growth over one, three and five years
Locked
Rank against 226 peers of its type and size
Locked
Owners and executives, with titles and stakes
13 namedLocked
Main office, fax and compliance officer
Locked
Filing changes this year, with alerts
2Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does Brookfield Renewable Energy Group LLC manage?

Brookfield Renewable Energy Group LLC reports $99.1 billion in regulatory assets under management across 125 accounts, 100% of it on a discretionary basis, on its Form ADV filed August 5, 2026.

What kind of firm is Brookfield Renewable Energy Group LLC?

Brookfield Renewable Energy Group LLC is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets. It reports a bank or thrift among its related persons. A public reporting company controls it.

Who are Brookfield Renewable Energy Group LLC’s clients?

By assets, its largest client types are pooled investment vehicles ($97.2 billion, 122 clients); investment companies ($1.9 billion, 1 clients); other ($26 million, 2 clients).

Does Brookfield Renewable Energy Group LLC manage private funds?

Yes. It reports 119 private funds with $49.8 billion in gross assets, including private equity funds, liquidity funds.

Does Brookfield Renewable Energy Group LLC have any disciplinary history?

Brookfield Renewable Energy Group LLC answers yes to 2 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.

Where these numbers come from

Every figure is Brookfield Renewable Energy Group LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-05), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.

Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →