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.