Bramshill Investments, LLC (Hackensack)

Name: Bramshill Investments, LLC
Address: 411 Hackensack Avenue, Hackensack, NJ, 07601
Telephone: 201-708-8150

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.

Bramshill Investments: assets under management

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 firm manages $2.21 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $8.42 million each.

Bramshill Investments has custody of $420.53 million in cash and securities for 4 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in investment and business development companies the most. They account for 40% of the total AUM. The second-largest asset type is non-exchange traded securities, which make up 34% of the firm’s portfolio. Investments in investment grade corporate bonds form 8% of the total invested assets.

Fees & Commissions

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.

What kind of clients Bramshill Investments serves?

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.

Careers at Bramshill Investments, LLC

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William Victor Nieporte	Chief operating officer	1 Feb 2012	Other	2215724
Llc Ironmen Holdings	Managing member	1 Feb 2012	75% - 100%	45-5321550
Arthur Robert Degaetano	Chief investment officer	1 May 2012	Other	2263505
Stephen C Selver	Chief executive officer	1 Jul 2014	Other	2067345
Sean Ryan Wilke	Chief compliance officer	1 Jul 2014	Other	4980110
Stephen Christopher Selver	Chief executive officer	1 Jul 2014	Other	2067345
Kevin White Jester	Chief operations officer	1 Mar 2019	Other	5751886

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Stephen C Selver	Member	1 Aug 2014	25% - 50%	2067345
Stephen Christopher Selver	Member	1 Aug 2014	25% - 50%	2067345
Hiho Investments Llc	Member	1 Sep 2014	25% - 50%	47-1123737
Llc Bramshill Investments	Managing member	1 Jan 2015	75% - 100%	162492

Based in Hackensack

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.