Bramshill Investments, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Naples, FL. Its latest Form ADV filing, dated March 17, 2026, reports $8.1B in regulatory assets under management, 38 employees, 2 offices, and 2,536 accounts.
Assets Under Management
$8.1B
Employees
38
Offices
2 offices
Total Clients
2,538
Primary office
NAPLES, FL
801 LAUREL OAK DRIVE, SUITE 300, NAPLES, FL, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 86.4% of total clients.
Top client categories% of clientsClients
1
HNWI
86.4%
2,192
2
Corporations
9.1%
232
3
Charitable
3.6%
92
4
Investment Cos.
0.3%
8
5
Pension Plans
0.3%
7
Additional categories (<0.1%)
Other Advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$8.1Bas of March 17, 2026
Discretionary100.0%
$8.1B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$8.1B
Total Accounts2,536
10Y AUM Change+$7.5B (+1252.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees38
Clients per Employee67:1
10Y Employee Change+27 (+245.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.