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RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 1b 10b

BRAMSHILL INVESTMENTS, LLC

CRD 162492

NAPLES, FL

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Search this name across graphsid dfx:ria:84baed57-9f0c-9c32-0c78-608d161aeac2

Data as of Mar 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 12
On other graphs: 0
Observed: Mar 12, 2012 to Mar 17, 2026
49 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: mixed wealth managerderivedprivate_client_share=0.39 fund_share=0.45 institutional_share=0.07 related_bd=false related_bank=false bd_reps=13.0
Regulatory AUM: $8.1BItem 5.F on the latest filing (2026-03-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $8.1B
Private client RAUM: $3.2BderivedItem 5.D individuals plus high net worth individuals
Private client share: 39%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 38
Advisory employees: 33
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 2,536
High net worth clients: 2,192
Private funds: 2Schedule D 7.B(1)
SEC number: 801-74578
CRD: 162492
Filings on the tape: 49
First filed: Mar 12, 2012
Latest filed: Mar 17, 2026
Organised: Limited Liability Company, DE

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
BRAMSHILL DEBT OPPORTUNITIES MASTER FUND LTD.	n/a	$19.9M	Mar 17, 2026	4	Mar 17, 2026	reported	021-570276
BRAMSHILL OPPORTUNITIES FUND, LLC	Hedge Fund	$17.4M	Oct 20, 2015	25	Mar 31, 2014	dropped	n/a
BRAMSHILL STRUCTURED PRODUCTS FUND LLC	Hedge Fund	$11.1M	Mar 31, 2023	58	Mar 30, 2019	dropped	021-323411
BRAMSHILL TACTICAL FIXED INCOME MASTER FUND LTD	Hedge Fund	$0	Mar 17, 2026	35	Mar 30, 2019	reported	021-317250

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
DEGAETANO, ARTHUR, ROBERT	MEMBER & CHIEF INVESTMENT OFFICER	Na	yes	05/2012	Mar 17, 2026	Mar 17, 2026
HEDLEY, DAVID, VAN HOUTEN III	CHIEF FINANCIAL OFFICER	Na	yes	08/2025	Mar 17, 2026	Mar 17, 2026
IRONMEN HOLDINGS, LLC	MANAGING MEMBER	E	yes	02/2012	Mar 17, 2026	Mar 17, 2026
JESTER, KEVIN, WHITE	CHIEF OPERATIONS OFFICER OFFICER	Na	yes	09/2018	Mar 17, 2026	Mar 17, 2026
SELVER, STEPHEN, CHRISTOPHER	MEMBER & CHIEF EXECUTIVE OFFICER	Na	yes	07/2014	Mar 17, 2026	Mar 17, 2026
AMATO, NICOLAS, PABLO	CHIEF RISK OFFICER	Na	yes	07/2023	Mar 28, 2024	Mar 28, 2024
CIFELLO, GINA, NMN	CHIEF FINANCIAL OFFICER	Na	yes	09/2017	Mar 17, 2021	Mar 28, 2024
DARUWALA, MONA, NMN	CHIEF COMPLIANCE OFFICER	Na	yes	08/2022	Aug 31, 2022	Mar 28, 2024
DEGAETANO, ARTHUR, ROBERT	Member	C	yes	05/2012	May 21, 2012	Mar 28, 2024
HIHO INVESTMENTS LLC	Member	C	yes	09/2014	Nov 11, 2014	Mar 28, 2024
SELVER, STEPHEN, CHRISTOPHER	Member	C	yes	08/2014	Jul 23, 2014	Mar 28, 2024

Offices

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

City	State	Country	Employees	Also broker-dealer
NEWPORT BEACH	CA	United States	6	no
NEW YORK	NY	United States	2	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
2025	Mar 17, 2026	$8.1B	$8.1B	38	33	2	2	n/a
2024	Apr 1, 2025	$6.9B	$6.9B	34	31	2	1	n/a
2023	Mar 28, 2024	$4.8B	$4.8B	30	15	2	1	$320M
2022	Mar 31, 2023	$4.5B	$4.5B	30	15	2	2	$331M
2021	Mar 30, 2022	$4.7B	$4.7B	25	12	2	2	$271M
2020	Mar 17, 2021	$3.8B	$3.8B	24	12	2	2	$524M
2019	Mar 24, 2020	$3.3B	$3.3B	23	12	2	2	$525M
2018	Mar 30, 2019	$2.2B	$2.2B	17	11	2	2	$421M
2017	Mar 15, 2018	$869M	$869M	17	10	1	n/a	n/a
2016	Mar 13, 2017	$602M	$602M	11	7	n/a	n/a	n/a
2015	Mar 30, 2016	$243M	$243M	11	7	n/a	n/a	n/a
2014	Mar 27, 2015	$232M	$232M	11	6	n/a	1	$17.4M
2013	Mar 31, 2014	$210M	$210M	9	4	n/a	n/a	n/a
2012	Mar 18, 2013	$251M	$251M	9	5	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
2025	$8.1B	$6.9B	17.6%	$4.5B	22.2%	38	34	2	2

Relationships

Advises (3)

→ BRAMSHILL TACTICAL FIXED INCOME MASTER FUND LTDPrivate fundHedge Fund, IA
Mar 30, 2019 to presentfactForm ADV
→ BRAMSHILL STRUCTURED PRODUCTS FUND LLCPrivate fundHedge Fund, IA
Mar 30, 2019 to presentfactForm ADV
→ BRAMSHILL OPPORTUNITIES FUND, LLCPrivate fundHedge Fund, IA, no longer reported
Mar 31, 2014 to Oct 20, 2015factForm ADV

Affiliated with (1)

← TRUST & FIDUCIARY INCOME PARTNERS LLCRegistered adviserother investment adviser, control, common control
factForm ADV

Controls (9)

← SELVER, STEPHEN, CHRISTOPHEROwnerMEMBER, ownership code C, individual
Jul 23, 2014 to Mar 28, 2024factForm ADV
← HEDLEY, DAVID, VAN HOUTENOwnerCHIEF STRATEGY OFFICER, ownership code NA, individual
Mar 28, 2024 to Mar 28, 2024factForm ADV
← DEGAETANO, ARTHUR, ROBERTOwnerMEMBER, ownership code C, individual
May 21, 2012 to Mar 28, 2024factForm ADV
← AMATO, NICOLAS, PABLOOwnerCHIEF RISK OFFICER, ownership code NA, individual
Mar 28, 2024 to Mar 28, 2024factForm ADV
← JESTER, KEVIN, WHITEOwnerCHIEF OPERATIONS OFFICER, ownership code NA, individual
Mar 30, 2019 to Mar 28, 2024factForm ADV
← DARUWALA, MONA, NMNOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 31, 2022 to Mar 28, 2024factForm ADV
← CIFELLO, GINA, NMNOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Mar 17, 2021 to Mar 28, 2024factForm ADV
← HIHO INVESTMENTS LLCOwnerMEMBER, ownership code C, domestic entity
Nov 11, 2014 to Mar 28, 2024factForm ADV
← IRONMEN HOLDINGS, LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
May 21, 2012 to Mar 28, 2024factForm ADV

Registered with (1)

← Dean SomesAdvisorregistration: previous registration
Oct 18, 2016 to Sep 7, 2018factForm ADV

Dated events

Occurred
Apr 1, 2025
Regulatory AUM changed
Bramshill Investments, Llc reported RAUM $6.9B, up 43% from $4.8B (2024-03-28 to 2025-04-01)
Form ADVobserved 6 days ago
$2.1B
Occurred
Mar 28, 2024
Control person joined
Pablo Nicolas Amato (Chief Risk Officer) appeared on Schedule A of Bramshill Investments, Llc
Form ADVobserved 6 days ago
Occurred
Mar 28, 2024
Control person joined
Van Houten David Hedley (Chief Strategy Officer) appeared on Schedule A of Bramshill Investments, Llc
Form ADVobserved 6 days ago
Occurred
Aug 31, 2022
Control person joined
Nmn Mona Daruwala (Chief Compliance Officer) appeared on Schedule A of Bramshill Investments, Llc
Form ADVobserved 6 days ago
Occurred
Aug 31, 2022
Control person left
Victor William Nieporte (Member & Chief Compliance Officer) no longer on Schedule A of Bramshill Investments, Llc (listed 2022-05-11, absent 2022-08-31)
Form ADVobserved 6 days ago
Occurred
Mar 30, 2022
Control person joined
White Kevin Jester (Chief Operations Officer) appeared on Schedule A of Bramshill Investments, Llc
Form ADVobserved 6 days ago
Occurred
Mar 17, 2021
Control person joined
Gina Cifello (Chief Financial Officer) appeared on Schedule A of Bramshill Investments, Llc
Form ADVobserved 6 days ago
Occurred
Mar 17, 2021
Control person left
White Kevin Jester (Chief Operations Officer) no longer on Schedule A of Bramshill Investments, Llc (listed 2020-06-26, absent 2021-03-17)
Form ADVobserved 6 days ago
Occurred
Mar 24, 2020
Regulatory AUM changed
Bramshill Investments, Llc reported RAUM $3.3B, up 50% from $2.2B (2019-08-02 to 2020-03-24)
Form ADVobserved 6 days ago
$1.1B
Occurred
Mar 30, 2019
Regulatory AUM changed
Bramshill Investments, Llc reported RAUM $2.2B, up 154% from $868.8M (2018-10-16 to 2019-03-30)
Form ADVobserved 6 days ago
$1.3B
Occurred
Mar 30, 2019
Control person joined
White Kevin Jester (Chief Operations Officer) appeared on Schedule A of Bramshill Investments, Llc
Form ADVobserved 6 days ago
Occurred
Mar 15, 2018
Regulatory AUM changed
Bramshill Investments, Llc reported RAUM $868.8M, up 44% from $602.2M (2017-06-07 to 2018-03-15)
Form ADVobserved 6 days ago
$267M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:84baed57-9f0c-9c32-0c78-608d161aeac2
First observed: Mar 12, 2012
Last observed: Mar 17, 2026 6 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.

BRAMSHILL INVESTMENTS, LLC

CRD 162492

NAPLES, FL

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:84baed57-9f0c-9c32-0c78-608d161aeac2

Data as of Mar 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:19 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

BRAMSHILL DEBT OPPORTUNITIES MASTER FUND LTD.

n/a

$19.9M

Mar 17, 2026

reported

021-570276

BRAMSHILL OPPORTUNITIES FUND, LLC

Hedge Fund

$17.4M

Oct 20, 2015

Mar 31, 2014

dropped

n/a

BRAMSHILL STRUCTURED PRODUCTS FUND LLC

Hedge Fund

$11.1M

Mar 31, 2023

Mar 30, 2019

dropped

021-323411

BRAMSHILL TACTICAL FIXED INCOME MASTER FUND LTD

Hedge Fund

Mar 17, 2026

Mar 30, 2019

reported

021-317250

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DEGAETANO, ARTHUR, ROBERT

MEMBER & CHIEF INVESTMENT OFFICER

yes

05/2012

Mar 17, 2026

HEDLEY, DAVID, VAN HOUTEN III

CHIEF FINANCIAL OFFICER

yes

08/2025

Mar 17, 2026

IRONMEN HOLDINGS, LLC

MANAGING MEMBER

yes

02/2012

Mar 17, 2026

JESTER, KEVIN, WHITE

CHIEF OPERATIONS OFFICER OFFICER

yes

09/2018

Mar 17, 2026

SELVER, STEPHEN, CHRISTOPHER

MEMBER & CHIEF EXECUTIVE OFFICER

yes

07/2014

Mar 17, 2026

AMATO, NICOLAS, PABLO

CHIEF RISK OFFICER

yes

07/2023

Mar 28, 2024

CIFELLO, GINA, NMN

CHIEF FINANCIAL OFFICER

yes

09/2017

Mar 17, 2021

Mar 28, 2024

DARUWALA, MONA, NMN

CHIEF COMPLIANCE OFFICER

yes

08/2022

Aug 31, 2022

Mar 28, 2024

DEGAETANO, ARTHUR, ROBERT

Member

yes

05/2012

May 21, 2012

Mar 28, 2024

HIHO INVESTMENTS LLC

Member

yes

09/2014

Nov 11, 2014

Mar 28, 2024

SELVER, STEPHEN, CHRISTOPHER

Member

yes

08/2014

Jul 23, 2014

Mar 28, 2024

City

State

Country

Employees

Also broker-dealer

NEWPORT BEACH

United States

NEW YORK

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 17, 2026

$8.1B

n/a

2024

Apr 1, 2025

$6.9B

n/a

2023

Mar 28, 2024

$4.8B

$320M

2022

Mar 31, 2023

$4.5B

$331M

2021

Mar 30, 2022

$4.7B

$271M

2020

Mar 17, 2021

$3.8B

$524M

2019

Mar 24, 2020

$3.3B

$525M

2018

Mar 30, 2019

$2.2B

$421M

2017

Mar 15, 2018

$869M

n/a

2016

Mar 13, 2017

$602M

n/a

2015

Mar 30, 2016

$243M

n/a

2014

Mar 27, 2015

$232M

n/a

$17.4M

2013

Mar 31, 2014

$210M

n/a

2012

Mar 18, 2013

$251M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$8.1B

$6.9B

17.6%

$4.5B

22.2%