Bramshill Investments, LLC is a large advisory firm based in Hackensack. It manages $2.21 billion of regulatory assets for 262 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of California, Florida, Massachusetts, and 4 other states.
Bramshill Investments provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Bramshill Investments, LLC is $2.21 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 916% since the beginning of its operation, and $428.95 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Bramshill Investments, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to insurance companies, investment companies, charitable organizations, high net worth individuals, pooled investment vehicles, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Bramshill Investments is investment companies with 5 clients and $1.09 billion of assets under management. Among the 6 most similar advisory firms, Bramshill Investments has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $2.21 billion for 262 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 5% of the firm’s clients are foreign persons or businesses.
Bramshill Investments also advises several private funds. Namely, two hedge funds. The minimum investment commitment required of non-related persons ranges from $250,000 to $1,000,000.
The company employs 17 people that are either part- or full-time employees. 65 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There are 3 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Arthur Robert Degaetano has served as the Chief Investment Officer since 1 May 2012 and Stephen C Selver is the Chief Executive Officer of Bramshill Investments, LLC family office. Kevin White Jester joined the executive team most recently as the Chief Operations Officer.
The principal office where Bramshill Investments, LLC performs its advisory services is located at 411 Hackensack Avenue, Hackensack, NJ 07601, which is also the mailing address of the firm. An additional office of the firm is in San Ramon, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 201-708-8150 or by fax 201-708-8151. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at bramshillinvestments.com.