Bramshill Investments, LLC
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Overview
Bramshill Investments, LLC is an advisory company headquartered in Naples, Florida. The company administers $4.5 billion in assets under management throughout 783 client accounts, making it one of the largest investment advisory firms in the nation by assets under management (AUM). It has a small team, including 15 financial advisors. Bramshill Investments, LLC is not a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are exchangable fiscal assets like bonds, options and equities.
Bramshill Investments, LLC administers all of its accounts on a discretionary basis. Discretionary management means that transaction decisions for the client's account are made by an investment advisor without needing to seek client authorization. The firm's typical account size is $5.7 million. The typical advisor at Bramshill Investments, LLC manages around 52 client accounts, making it about average in terms of personalization.
Bramshill Investments, LLC's central office is at 801 Laurel Oak Drive, Naples, Florida 34108. It is legally allowed to serve investors across a few states, including California, Florida, Massachusetts, New Jersey, New York, Pennsylvania and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Bramshill Investments, LLC by the Numbers
$4.5 billion
30
783
$5.7 million
Fee Structure
Financial advisory fees largely depend on the type of financial services provided. However, fees charged by the company likely include any blend of the following fee structures: asset-based or performance-based. The company participates in a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company manages money for a broad range of customers. The company caters to high net worth investors, investment companies, pooled investment vehicles, charitable organizations and corporations. Out of its 783 accounts, Bramshill Investments, LLC's biggest client group by number of accounts is high net worth investors, though it also manages money for 656 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 under management or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 6% of its accounts are non-U.S. persons.
- High-Net-Worth Individuals* - 84.1%
- Other Individuals - 0%
- Corporations - 12.05%
- Charitable Organizations - 3.85%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Bramshill Investments, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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