Bramshill Investments, LLC
Assets Under Management
$6.9B
Number of Clients
1,857
Number of Advisors
N/A
Average Client AUM
$3.7M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)
About This Firm
Bramshill Investments, an asset management firm since 2012, manages separate accounts and pooled investment vehicles (mutual funds, hedge fund, UCITS fund) on a discretionary basis. They allocate assets among various securities, including bonds, equities, ETFs, and derivatives. They consult with clients on cash flow needs and may tailor investment strategies. As of December 31, 2024, AUM was $6,923,745,332.
Fee Structure
The annual management fee for managed accounts and sub-advisory relationships is individually negotiated and ranges up to 1.00% of assets under management. This fee is generally lower for institutional platforms where Bramshill serves as an account sub-adviser. Bramshill may negotiate to charge a higher or lower management fee based on certain criteria. Clients will also incur charges imposed by third parties, such as broker-dealers and custodians.
Areas of Practice
Location
801 Laurel Oak Drive, Suite 300, Naples, FL, 34108