Asset manager · Naples, FL
Bramshill Investments, LLC
SEC-registered investment adviser · CRD 162492 · SEC 801-74578
At a glance
Bramshill Investments, LLC is an SEC-registered investment adviser based in Naples, Florida, with $8.1 billion in regulatory assets under management as of its Form ADV filed March 17, 2026. Its largest client group by assets is investment companies, and it reports 2,192 individual clients. By Form ADV it is a asset manager, ranked 562nd of 3,218 asset managers and 1,549th of 17,210 SEC-registered advisers by assets.
Main office 239-920-7310bramshillinvestments.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $8.1B
- Rank among asset managers
- #562 of 3,218
- Rank among all SEC RIAs
- #1,549 of 17,210
- Rank in Florida
- #53 of 1,090
- Individual clients
- 2,192
- High-net-worth clients
- 2,192
- Accounts
- 2,536
- Discretionary
- 100% of AUM
- Employees
- 38
- Advisory staff
- 33
- Offices
- 3
Owners and executives on its Form ADV
- Arthur R. DegaetanoMember & Chief Investment Officer
- Stephen C. SelverMember & Chief Executive Officer
- Kevin W. JesterChief Operations Officer
- Mona N. DaruwalaChief Compliance Officer
- Nicolas P. AmatoChief Risk Officer
- David V. HedleyChief Financial Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Bramshill Investments, LLC is a hybrid RIA: 13 of its employees are also registered representatives of a broker-dealer.
Form ADV Part 1 doesn’t name an unaffiliated broker-dealer. The firm’s Part 2A brochure (Item 10) and each adviser’s record on the SEC’s adviser search do.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Investment companies | 8 | $3.6B | 44% |
| High-net-worth individuals | 2,192 | $3.2B | 39% |
| Corporations or other businesses | 232 | $768M | 9% |
| Charitable organizations | 92 | $496M | 6% |
| Other investment advisers | 1 | $76M | <1% |
| Pension and profit sharing plans | 7 | $52M | <1% |
| Pooled investment vehicles | 6 | $28M | <1% |
Private funds
Bramshill Investments, LLC reports 2 private funds with $20M in gross assets: hedge funds (Form ADV Item 7.B).
Disciplinary disclosures
Bramshill Investments, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗bramshillinvestments.com ↗
AtlasMembers
The full record on Bramshill Investments, 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, ten years of filings
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- Growth over one, three and five years
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- Rank against 583 peers of its type and size
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- Owners and executives, with titles and stakes
- 6 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
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Background
Questions
How much does Bramshill Investments, LLC manage?
Bramshill Investments, LLC reports $8.1 billion in regulatory assets under management across 2,536 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 17, 2026.
What kind of firm is Bramshill Investments, LLC?
Bramshill Investments, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Bramshill Investments, LLC’s clients?
By assets, its largest client types are investment companies ($3.6 billion, 8 clients); high-net-worth individuals ($3.2 billion, 2,192 clients); corporations or other businesses ($768 million, 232 clients).
Does Bramshill Investments, LLC manage private funds?
Yes. It reports 2 private funds with $20 million in gross assets, including hedge funds.
Does Bramshill Investments, LLC have any disciplinary history?
Bramshill Investments, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Bramshill Investments, 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 (2026-03-17), 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 →