BRAMSHILL INVESTMENTS, LLC other names

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Adviser Profile

As of Date:

03/28/2024

Adviser Type:

- Large advisory firm
- An investment adviser (or subadviser) to an investment company

Number of Employees:

30

of those in investment advisory functions:

15

Registration:

SEC, Approved, 3/20/2012

AUM:

4,827,275,029 8.11%

of that, discretionary:

4,827,275,029 8.11%

Private Fund GAV:

320,000,000 -3.36%

Avg Account Size:

5,739,923 0.66%

% High Net Worth:

83.57% -0.64%

SMA’s:

YES

Private Funds:

1 1

Contact Info

(23 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
5B 4B 3B 3B 2B 1B 668M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

Wells Fargo Income Opportunities Fund
04/01/2021

Stocks: Real-time U.S. stock quotes reflect trades reported through Nasdaq only; comprehensive quotes and volume reflect trading in all markets and are delayed at least 15 minutes. International ...

Barrons

Bramshill Income Performance Fund Institutional Class
03/16/2021

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Bramshill Income Performance Fund Institutional Class
03/04/2021

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markets.businessinsider.com


Private Funds Structure

Fund Type Count GAV
Hedge Fund 1 $320,000,000

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Private Funds



Employees




Brochure Summary

Overview

Bramshill has been in business as an asset management firm and federally registered investment adviser since May 2012. Bramshill is wholly owned by Ironmen Holdings, LLC and the principal owners of the Firm are Arthur DeGaetano and Stephen Selver. Bramshill manages separately managed accounts (“SMAs”) and pooled investment vehicles, which include mutual funds, a hedge fund, and a UCITS fund1 (each a “Client” and collectively the “Clients”), on a discretionary basis by allocating assets among various securities, including but not limited to investment grade and high-yield bonds, preferred securities, equities, U.S. Treasuries, exchange-traded funds (“ETFs”), closed- end funds, master limited partners (“MLPs”), real estate investment trusts (“REITs”), municipal bonds, including rated and unrated mortgage backed securities (“MBS”), asset backed securities (“ABS”), collateralized mortgage backed securities (“CMBS”), residential mortgage backed securities (“RMBS”), including Agency RMBS, collateralized loan obligations (“CLOs”), collateralized debt obligations (“CDOs”), options, swaps, and other securitized and investment products, including derivatives. SMAs are offered
both on a direct basis or through sub-advisory arrangements with other financial services firms, certain of which act as the sponsors of various wrap fee programs. On a non-discretionary basis, the Firm provides advisory advice to certain of its Clients. Where appropriate, Bramshill consults with Clients and/or their financial professionals on an initial and ongoing basis to discuss various matters relevant to the management of their portfolios, such as cash flow needs, liquidity constraints and time horizon. Clients are advised to promptly notify the Firm if there are changes in their individual financial situations or investment needs. In certain circumstances, the Firm will tailor its investment strategy to a client’s specific needs and objectives, and Bramshill may permit clients to impose reasonable restrictions or mandates on the investments selected for their accounts if the Firm determines, in its sole discretion, the conditions will not materially impact the performance of a management strategy or prove overly burdensome to its management efforts. As of December 31, 2023, Bramshill had $4,827,275,029 in assets under management, all on a discretionary basis.