BRAMSHILL INVESTMENTS, LLC
Firm details
- Headquarters
- NAPLES, Florida
- CRD number
- 162492
- Registered since
- March 20, 2012
- Website
- www.bramshillinvestments.com
- Custodians
- UBS FINANCIAL SERVICES INC., J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Investment Companies43.67%
- HNWI38.91%
- Corporations / Businesses9.42%
- Charitable Organizations6.1%
- Other Investment Advisers0.93%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Bramshill Investments, LLC is an independent registered investment adviser formed in 2012 that serves both individual/family clients and institutional investors. The firm delivers discretionary portfolio management across separate accounts and investment company mandates, and it also manages accounts for businesses and small organizations. Its compensation combines an asset-based fee with the potential for performance-linked fees, indicating some strategies carry incentive structures beyond pure AUM billing. Bramshill does not list itself as a capital allocator or an ESG-active manager, and it is not registered as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Investment Grade Corp Bonds37%
- US Government Bonds28%
- Public Funds/Mutual Funds28%
- Exchange Traded Equities5%
- Non-Investment Grade Corp Bonds2%
Owners & executives
3 of 5NICOLAS AMATO
Chief Risk OfficerCRD 5054766
KEVIN JESTER
Chief Operating OfficerCRD 5751886
STEPHEN SELVER
CEOCRD 2067345
Contacts
1 of 1DAVID HEDLEY
Independent Financial ProfessionalCRD 2164034
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 79Active vs passive
$1.3B in ETFs
34%
$448M
66%
$882M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD ULTRA-SHORT BOND ETF (VUSB) | Vanguard | Active | Ultrashort Bond | $154M | 3,101,884 | 11.61% |
Location
NAPLES, FL
COLLIER
Location
NAPLES, FL
Headquartered in NAPLES, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.
- Metro area
- Cape Coral-Fort Myers-Naples, FL
- Region
- South
- County
- COLLIER
- Address
- 801 Laurel Oak Dr
- Time zone
- ET (UTC-5)
- Office locations
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