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BRAMSHILL INVESTMENTS, LLC
CRD 162492File 801-74578
APPROVED
Retail clients
Filing as of Mar 17, 2026
Feed vintage Oct 1, 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 type | Clients | AUM |
|---|---|---|
| Other | 232 | $767.5M |
| Investment companies | 8 | $3.56B |
| Charitable organizations | 92 | $496.5M |
| Other investment advisers | 1 | $75.7M |
| High net worth individuals | 2,192 | $3.17B |
| Pooled investment vehicles | 6 | $27.7M |
| Pension and profit sharing plans | 7 | $51.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 34 | 38 | increased by4 |
| Apr 1, 2026 | Clients | 1,857 | 2,538 | increased by681 |
| Apr 1, 2026 | AUM | $6,923,745,332 | $8,144,494,882 | increased by$1,220,749,550 |
| Apr 1, 2026 | Accounts | 1,858 | 2,536 | increased by678 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 25 | 34 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | Custody | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 764 | 1,857 | increased by1,093 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $4,681,720,191 | $6,923,745,332 | increased by$2,242,025,141 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 758 | 1,858 | increased by1,100 |
| Apr 1, 2022 | Employees | 24 | 25 | increased by1 |
| Apr 1, 2022 | Clients | 502 | 764 | increased by262 |
| Apr 1, 2022 | AUM | $3,799,732,720 | $4,681,720,191 | increased by$881,987,471 |
| Apr 1, 2022 | Accounts | 504 | 758 | increased by254 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BRAMSHILL INVESTMENTS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BRAMSHILL INVESTMENTS” may also match similarly-named firms). Confirm identity against each filing.
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.