# Bramshill Investments, LLC

> Bramshill Investments, LLC is an SEC-registered investment advisory firm in Naples, FL, registered since 2012, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 17, 2026.

- CRD: 162492
- Filed as: BRAMSHILL INVESTMENTS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Naples, FL
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/162492
- AdvisorCensus page: https://advisorcensus.com/firm/bramshill-investments-llc-naples-fl-162492

## Quick answers

**How is Bramshill Investments, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Bramshill Investments, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Bramshill Investments, LLC located?**
Bramshill Investments, LLC's principal office is in Naples, FL, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Bramshill Investments, LLC registered with the SEC or a state?**
Bramshill Investments, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 162492.

**How much does Bramshill Investments, LLC manage?**
Bramshill Investments, LLC reports $8,144,494,882 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (100% discretionary).

**How have Bramshill Investments, LLC's assets and staff changed since 2021?**
In the Form ADV data for Bramshill Investments, LLC: Regulatory assets under management: $3,799,732,720 in the October 2021 data and $8,144,494,882 in the October 2026 data, up 114%. Total employees: 24 in October 2021 and 38 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Bramshill Investments, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (2,192); corporations or other businesses not listed above (232); charitable organizations (92).

**Which custodians does Bramshill Investments, LLC use?**
Bramshill Investments, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists J.P. Morgan Securities LLC and UBS Financial Services Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Bramshill Investments, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/162492

**What changed in Bramshill Investments, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 31 to 33. Regulatory assets under management went from $6,923,745,332 to $8,144,494,882 (+18%). Changed its office addresses in New York, NY. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- J.P. Morgan Securities LLC
- UBS Financial Services Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $8,144,494,882
- Discretionary: $8,144,494,882
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 2,192 | $3,169,062,709 |
| Investment companies | 8 | $3,556,331,646 |
| Pooled investment vehicles (other than investment companies and business development companies) | 6 | $27,741,662 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $51,698,059 |
| Charitable organizations | 92 | $496,489,486 |
| Other investment advisers | 1 | $75,668,691 |
| Corporations or other businesses not listed above | 232 | $767,502,629 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2012 (14 years)
- Employees: 38 total, 33 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, FL, MA, NJ, NY, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- New York, NY
- Newport Beach, CA

### Websites listed on Form ADV (Item 1.I)
- blog.bramshillinvestments.com/BLOG
- bramshillinvestments.com
- LinkedIn @BRAMSHILL-INVESTMENTS-LLC-
- LinkedIn @ARTDEGAETANO
- LinkedIn @DEREK-PINES-47046120
- LinkedIn @STEPHEN-SELVER-95B06B56
- LinkedIn @alexandra-chlumsky24
- LinkedIn @bridgett-steiner
- LinkedIn @brittney-van-calcar-35b1a6a3
- LinkedIn @danielle-van-calcar-a91293161
- LinkedIn @dara-frey-b5551b6a
- LinkedIn @kylejohnmcgrath
- LinkedIn @matthew-stapen-cfa-a836956
- LinkedIn @nina-udell-b231b51ba
- LinkedIn @patrickmurray7
- LinkedIn @ryanguthrie-caia

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $3,799,732,720 | 24 | June 3, 2021 |
| October 2022 | $4,681,720,191 | 25 | August 31, 2022 |
| October 2023 | $4,465,049,248 | 30 | March 31, 2023 |
| October 2024 | $4,827,275,029 | 30 | March 28, 2024 |
| October 2025 | $6,923,745,332 | 34 | May 6, 2025 |
| October 2026 | $8,144,494,882 | 38 | March 17, 2026 |

Regulatory assets under management: $3,799,732,720 in the October 2021 data and $8,144,494,882 in the October 2026 data, up 114%.
Total employees: 24 in October 2021 and 38 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 31 to 33.
- Regulatory assets under management went from $6,923,745,332 to $8,144,494,882 (+18%).
- Changed its office addresses in New York, NY.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bramshill Investments, LLC (CRD 162492): Form ADV filing data as of October 2026.