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BRAMSHILL INVESTMENTS, LLC

CRD 162492File 801-74578
APPROVED
Retail clients
Filing as of Mar 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$8.14B
Top 10% of cohort (national)
Discretionary AUM
$8.14B
Clients
2,538
2,536 accounts
Employees
38
Top 10% of cohort in FL

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
MIRO
Registration date
Mar 20, 2012
Principal office
801 LAUREL OAK DRIVE, SUITE 300, NAPLES, FL, 34108
Phone
(239) 920-7310

Assets & accounts

ADV Item 5F
Total regulatory AUM
$8.14B
Discretionary AUM
$8.14B
Non-discretionary AUM
$0
Discretionary accounts
2,536
Non-discretionary accounts
0
Total accounts
2,536
AUM per client
$3.2M

Clients by type

ADV Item 5D
Client typeClientsAUM
Other232$767.5M
Investment companies8$3.56B
Charitable organizations92$496.5M
Other investment advisers1$75.7M
High net worth individuals2,192$3.17B
Pooled investment vehicles6$27.7M
Pension and profit sharing plans7$51.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for businesses
  • Portfolio management for investment companies
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.