Bramshill Investments, LLC

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Assets Under Management

$6.9B

Number of Clients

1,857

Number of Advisors

N/A

Average Client AUM

$3.7M

AUM per Advisor

N/A

Compensation

Fee-Only (AUM)

About This Firm

Bramshill Investments is an asset management firm managing separate accounts and pooled investment vehicles (mutual funds, hedge fund, UCITS fund) on a discretionary basis. They allocate assets among various securities, including bonds, equities, and derivatives. They consult with clients on cash flow needs and may tailor investment strategies to specific needs.

Fee Structure

Minimum Investment:$5M

Financial Planning:Investment management only

Areas of Practice

Investment ManagementHigh Net WorthRetirement Planning

Location

801 Laurel Oak Drive, Suite 300, Naples, FL, 34108

0 Advisors at this firm

No advisors found for this firm.