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BRAMSHILL INVESTMENTS, LLC
CRD 162492 · SEC 801-74578
801 LAUREL OAK DRIVE, SUITE 300, NAPLES, FL, 34108, United States
Phone
(239) 920-7310
Fax
(239) 920-7311
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$8.14B
Discretionary AUM
$8.14B
Team
38 total employees; 33 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 2192 | $3.17B |
| Investment companies | 8 | $3.56B |
| Pooled investment vehicles | 6 | $27.7M |
| Pension/profit sharing plans | 7 | $51.7M |
| Charitable organizations | 92 | $496.5M |
| Other investment advisers | 1 | $75.7M |
| Corporations/business entities | 232 | $767.5M |
States served
CA, MA, NJ, NY, PA, TX, FL
All web addresses on file
- HTTPS://WWW.LINKEDIN.COM/IN/STEPHEN-SELVER-95B06B56/
- HTTP://BLOG.BRAMSHILLINVESTMENTS.COM/BLOG
- HTTP://WWW.BRAMSHILLINVESTMENTS.COM
- HTTPS://WWW.LINKEDIN.COM/IN/DEREK-PINES-47046120/
- HTTPS://WWW.LINKEDIN.COM/IN/ARTDEGAETANO/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/BRAMSHILL-INVESTMENTS-LLC-/
- https://www.linkedin.com/in/ryanguthrie-caia/
- https://www.linkedin.com/in/patrickmurray7/
- https://www.linkedin.com/in/danielle-van-calcar-a91293161/
- https://www.linkedin.com/in/bridgett-steiner/
- https://www.linkedin.com/in/brittney-van-calcar-35b1a6a3/
- https://www.linkedin.com/in/dara-frey-b5551b6a/
- https://www.linkedin.com/in/matthew-stapen-cfa-a836956/
- https://www.linkedin.com/in/alexandra-chlumsky24/
- https://www.linkedin.com/in/nina-udell-b231b51ba/
- https://www.linkedin.com/in/kylejohnmcgrath/
Official SEC filing: View on IAPD