DFX Intelligence

Data Factory

RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

TRUST & FIDUCIARY INCOME PARTNERS LLC

CRD 283278

HACKENSACK, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0e46ac63-19cf-ae5a-7e28-af9930d439b3

Data as of Mar 26, 2020 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 2
On other graphs: 0
Observed: Mar 16, 2016 to Mar 26, 2020
10 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $75.2MItem 5.F on the latest filing (2020-03-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $75.2M
Private client RAUM: $3.0MderivedItem 5.D individuals plus high net worth individuals
Private client share: 4%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 23
Advisory employees: 12
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 13
Individual clients: 0
High net worth clients: 12
SEC number: 801-107479
CRD: 283278
Filings on the tape: 10
First filed: Mar 16, 2016
Latest filed: Mar 26, 2020
Organised: Limited Liability Company, Delaware

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BRAMSHILL INVESTMENTS, LLC	MANAGING MEMBER	E	yes	03/2016	Mar 16, 2016	Mar 26, 2020
CARHART, STEVEN, CULL	Member	C	yes	05/2011	Mar 16, 2016	Mar 26, 2020
COPELL FINANCIAL LLC	Owner	E	yes	01/2008	Mar 16, 2016	Mar 26, 2020
COPELL, JAMES, LOUIS	MANAGING MEMBER	F	yes	06/2005	Mar 16, 2016	Mar 26, 2020
DEGAETANO, ARTHUR, ROBERT	Member	C	yes	05/2012	Mar 16, 2016	Mar 26, 2020
DEGAETANO, ARTHUR, ROBERT	MEMBER & CHIEF INVESTMENT OFFICER	Na	yes	03/2016	Mar 16, 2016	Mar 26, 2020
HIHO INVESTMENTS LLC	Member	C	yes	09/2014	Mar 16, 2016	Mar 26, 2020
IRONMEN HOLDINGS, LLC	MANAGING MEMBER	E	yes	02/2012	Mar 16, 2016	Mar 26, 2020
JESTER, KEVIN, WHITE	CHIEF OPERATING OFFICER	Na	yes	03/2019	Mar 30, 2019	Mar 26, 2020
NIEPORTE, WILLIAM, VICTOR	MEMBER & CHIEF COMPLIANCE OFFICER	Na	yes	03/2016	Mar 16, 2016	Mar 26, 2020
Selver, Stephen, C	MEMBER & CHIEF EXECUTIVE OFFICER	Na	yes	03/2016	Mar 16, 2016	Mar 26, 2020
SELVER, STEPHEN, CHRISTOPHER	Member	C	yes	08/2014	Mar 16, 2016	Mar 26, 2020
TRUST AND FIDUCIARY MANAGEMENT SERVICES, INC.	Member	C	yes	03/2016	Mar 16, 2016	Mar 26, 2020

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
BRAMSHILL INVESTMENTS, LLC	n/a	Mixed wealth	$8.1B	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2019	Mar 26, 2020	$75.2M	$75.2M	23	12	1	n/a	n/a
2018	Mar 30, 2019	$70.5M	$70.5M	17	11	1	n/a	n/a
2017	Mar 27, 2018	$96.4M	$96.4M	17	10	1	n/a	n/a
2016	Mar 13, 2017	$140M	$140M	11	6	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2019	$75.2M	$70.5M	6.6%	$140M	-18.7%	23	17	1	1

Relationships

Affiliated with (1)

→ BRAMSHILL INVESTMENTS, LLCRegistered adviserother investment adviser, control, common control
factForm ADV

Controls (12)

← TRUST AND FIDUCIARY MANAGEMENT SERVICES, INC.OwnerMEMBER, ownership code C, domestic entity
Mar 16, 2016 to presentfactForm ADV
← BRAMSHILL INVESTMENTS, LLCOwnerMANAGING MEMBER, ownership code E, foreign entity
Mar 16, 2016 to presentfactForm ADV
← CARHART, STEVEN, CULLOwnerMEMBER, ownership code C, individual
Mar 16, 2016 to presentfactForm ADV
← SELVER, STEPHEN, CHRISTOPHEROwnerMEMBER, ownership code C, individual
Mar 16, 2016 to presentfactForm ADV
← Selver, Stephen, COwnerMEMBER & CHIEF EXECUTIVE OFFICER, ownership code NA, individual
Mar 16, 2016 to presentfactForm ADV
← NIEPORTE, WILLIAM, VICTOROwnerMEMBER & CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 16, 2016 to presentfactForm ADV
← DEGAETANO, ARTHUR, ROBERTOwnerMEMBER, ownership code C, individual
Mar 16, 2016 to presentfactForm ADV
← COPELL, JAMES, LOUISOwnerMANAGING MEMBER, ownership code F, individual
Mar 16, 2016 to presentfactForm ADV
← JESTER, KEVIN, WHITEOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Mar 30, 2019 to presentfactForm ADV
← COPELL FINANCIAL LLCOwnerOWNER, ownership code E, domestic entity
Mar 16, 2016 to presentfactForm ADV
← HIHO INVESTMENTS LLCOwnerMEMBER, ownership code C, domestic entity
Mar 16, 2016 to presentfactForm ADV
← IRONMEN HOLDINGS, LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Mar 16, 2016 to presentfactForm ADV

Dated events

Occurred
Mar 30, 2019
Control person joined
White Kevin Jester (Chief Operating Officer) appeared on Schedule A of Trust & Fiduciary Income Partners Llc
Form ADVobserved 6 days ago
Occurred
Mar 16, 2016
First Form ADV filing
Trust & Fiduciary Income Partners Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0e46ac63-19cf-ae5a-7e28-af9930d439b3
First observed: Mar 16, 2016
Last observed: Mar 26, 2020 79 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

TRUST & FIDUCIARY INCOME PARTNERS LLC

CRD 283278

HACKENSACK, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0e46ac63-19cf-ae5a-7e28-af9930d439b3

Data as of Mar 26, 2020 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:33 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BRAMSHILL INVESTMENTS, LLC

MANAGING MEMBER

yes

03/2016

Mar 16, 2016

Mar 26, 2020

CARHART, STEVEN, CULL

Member

yes

05/2011

Mar 16, 2016

Mar 26, 2020

COPELL FINANCIAL LLC

Owner

yes

01/2008

Mar 16, 2016

Mar 26, 2020

COPELL, JAMES, LOUIS

MANAGING MEMBER

yes

06/2005

Mar 16, 2016

Mar 26, 2020

DEGAETANO, ARTHUR, ROBERT

Member

yes

05/2012

Mar 16, 2016

Mar 26, 2020

DEGAETANO, ARTHUR, ROBERT

MEMBER & CHIEF INVESTMENT OFFICER

yes

03/2016

Mar 16, 2016

Mar 26, 2020

HIHO INVESTMENTS LLC

Member

yes

09/2014

Mar 16, 2016

Mar 26, 2020

IRONMEN HOLDINGS, LLC

MANAGING MEMBER

yes

02/2012

Mar 16, 2016

Mar 26, 2020

JESTER, KEVIN, WHITE

CHIEF OPERATING OFFICER

yes

03/2019

Mar 30, 2019

Mar 26, 2020

NIEPORTE, WILLIAM, VICTOR

MEMBER & CHIEF COMPLIANCE OFFICER

yes

03/2016

Mar 16, 2016

Mar 26, 2020

Selver, Stephen, C

MEMBER & CHIEF EXECUTIVE OFFICER

yes

03/2016

Mar 16, 2016

Mar 26, 2020

SELVER, STEPHEN, CHRISTOPHER

Member

yes

08/2014

Mar 16, 2016

Mar 26, 2020

TRUST AND FIDUCIARY MANAGEMENT SERVICES, INC.

Member

yes

03/2016

Mar 16, 2016

Mar 26, 2020

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

BRAMSHILL INVESTMENTS, LLC

n/a

Mixed wealth

$8.1B

yes

n/a

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2019

Mar 26, 2020

$75.2M

n/a

2018

Mar 30, 2019

$70.5M

n/a

2017

Mar 27, 2018

$96.4M

n/a

2016

Mar 13, 2017

$140M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2019

$75.2M

$70.5M

6.6%

$140M

-18.7%