Bramshill Investments, Llc
- Regulatory AUM
- $8.1B
- Discretionary
- $8.1B
- Clients
- 2,538
- Avg AUM / client
- $3.2M
- Accounts
- 2,536
- Employees
- 38
AUM over time
Annual snapshots from Form ADV filings · as of Mar 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 2,192 | $3.2B | 38.9% |
| Investment companies | 8 | $3.6B | 43.7% |
| Pooled investment vehicles (non-investment companies) | 6 | $27.7M | 0.34% |
| Pension and profit sharing plans | 7 | $51.7M | 0.63% |
| Charitable organizations | 92 | $496M | 6.1% |
| Other investment advisers | 1 | $75.7M | 0.93% |
| Corporations and other businesses | 232 | $768M | 9.42% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $320M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Bramshill Tactical Fixed Income Master Fund Ltd master | Hedge Fund | Cayman Islands | $320M | 35 |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Degaetano, Arthur, Robert | Member & Chief Investment Officer | May 2012 (14y) | ≈ 18.75% – 50% via Ironmen Holdings, Llc | |
| Selver, Stephen, Christopher | Member & Chief Executive Officer | Jul 2014 (12y) | ≈ 4.69% – 25% via Hiho Investments Llc | |
| Cifello, Gina, Nmn | Chief Financial Officer | Sep 2017 (9y) | Less than 5% | |
| Jester, Kevin, White | Chief Operations Officer | Sep 2018 (8y) | Less than 5% | |
| David Van Houten Iii Hedley | Chief Strategy Officer | Dec 2021 (5y) | Less than 5% | |
| Daruwala, Mona, Nmn | Chief Compliance Officer | Aug 2022 (4y) | Less than 5% | |
| Amato, Nicolas, Pablo | Chief Risk Officer | Jul 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Ironmen Holdings, Llc | Managing Member | Feb 2012 | A | 75% or more |
| Hiho Investments Llc | Member | Sep 2014 | B | ≈ 18.75% – 50% via Ironmen Holdings, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Degaetano, Arthur, Robert: 25% – 50% of Ironmen Holdings, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Selver, Stephen, Christopher: 25% – 50% of Hiho Investments Llc × 25% – 50% of Ironmen Holdings, Llc × 75% – 100% direct ≈ 4.69% – 25% of the firm
- Hiho Investments Llc: 25% – 50% of Ironmen Holdings, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $320M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Bramshill Tactical Fixed Income Master Fund Ltd | Hedge Fund | $320M | $500K | 35 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/17/2026 | 1.42 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- UBS $3.0B (36% of AUM) Mar 2026
- J.P. Morgan $471M (6% of AUM) Mar 2026
- U.S. Bank $341M (39% of AUM) Oct 2018
- Pershing $323M (7% of AUM) Mar 2024
- Northern Trust $192M (9% of AUM) Aug 2019
- BNY Mellon $135M (3% of AUM) Jan 2023
- Fidelity Investments $23.6M (1% of AUM) Aug 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 17, 2026.
View current Form ADV (SEC/IAPD) ↗