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 with hedge-fund activity that has been SEC-registered since 2012. The firm provides discretionary portfolio management across individual and family clients as well as institutional and pooled investment vehicles. Its compensation combines a percentage-of-assets fee with performance-based fees, and its advisory work spans separately managed accounts and investment-company mandates for both small businesses and larger institutions. Bramshill is not identified as an active ESG investor and is not flagged as a multi-state or newly formed adviser.
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 1
David 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
Similar firms
Moran Wealth Management, LLC
RIANaples, FL
CWA Asset Management Group
RIANaples, FL
Capital Wealth Planning, LLC
RIANaples, FL
Pentwater Capital Management LP
RIANaples, FL
Naples Global Advisors
RIANaples, FL
3edge Asset Management, LP
RIANaples, FL