BRAMSHILL INVESTMENTS, LLC
CRD #162492 SEC #801-74578 NAPLES, FL (239) 920-7310
SEC Registered Private Funds
Total AUM
$6.9B
Discretionary
$6.9B
Employees
34
Clients
--
Accounts
1,858
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $6.9B | $6.9B | $0 | 34 | 0 |
| May 2025 | $6.9B | $6.9B | $0 | 34 | 0 |
| Apr 2025 | $6.9B | $6.9B | $0 | 34 | 0 |
| Mar 2025 | $6.9B | $6.9B | $0 | 34 | 0 |
| Mar 2024 | $4.8B | $4.8B | $0 | 30 | 0 |
| Mar 2023 | $4.5B | $4.5B | $0 | 30 | 0 |
| Jan 2023 | $4.7B | $4.7B | $5.8M | 25 | 0 |
| Nov 2022 | $4.7B | $4.7B | $5.8M | 25 | 0 |
| Aug 2022 | $4.7B | $4.7B | $5.8M | 25 | 0 |
| May 2022 | $4.7B | $4.7B | $5.8M | 25 | 0 |
| Mar 2022 | $4.7B | $4.7B | $5.8M | 25 | 0 |
| Nov 2021 | $3.8B | $3.8B | $0 | 24 | 0 |
| Jun 2021 | $3.8B | $3.8B | $0 | 24 | 0 |
| Mar 2021 | $3.8B | $3.8B | $0 | 24 | 0 |
| Jun 2020 | $3.3B | $3.3B | $5M | 23 | 0 |
| Mar 2020 | $3.3B | $3.3B | $5M | 23 | 0 |
| Mar 2020 | $3.3B | $3.3B | $5M | 23 | 0 |
| Aug 2019 | $2.2B | $2.2B | $0 | 17 | 0 |
| Apr 2019 | $2.2B | $2.2B | $0 | 17 | 0 |
| Mar 2019 | $2.2B | $2.2B | $0 | 17 | 0 |
| Oct 2018 | $868.8M | $868.8M | $0 | 17 | 216 |
| Apr 2018 | $868.8M | $868.8M | $0 | 17 | 216 |
| Mar 2018 | $868.8M | $868.8M | $0 | 17 | 216 |
| Jun 2017 | $602.2M | $602.2M | $0 | 11 | 26 |
| Mar 2017 | $602.2M | $602.2M | $0 | 11 | 26 |
| Apr 2016 | $320.6M | $320.6M | $0 | 11 | 26 |
| Mar 2016 | $242.9M | $242.9M | $0 | 11 | 26 |
| Oct 2015 | $231.7M | $231.7M | $0 | 11 | 26 |
| Sep 2015 | $231.7M | $231.7M | $0 | 11 | 26 |
| Jul 2015 | $231.7M | $231.7M | $0 | 11 | 26 |
| Jul 2015 | $231.7M | $231.7M | $0 | 11 | 26 |
| May 2015 | $231.7M | $231.7M | $0 | 11 | 26 |
| Mar 2015 | $231.7M | $231.7M | $0 | 11 | 26 |
| Dec 2014 | $210M | $210M | $0 | 10 | 26 |
| Nov 2014 | $210M | $210M | $0 | 10 | 26 |
| Oct 2014 | $210M | $210M | $0 | 10 | 26 |
| Jul 2014 | $210M | $210M | $0 | 10 | 26 |
| Jul 2014 | $210M | $210M | $0 | 9 | 26 |
| Mar 2014 | $210M | $210M | $0 | 9 | 26 |
| Apr 2013 | $224M | $224M | $0 | 9 | 1 |
| Mar 2013 | $251M | $251M | $0 | 9 | 1 |
| Aug 2012 | $217.3M | $217.3M | $0 | -- | 0 |
| Jun 2012 | $217.3M | $217.3M | $0 | -- | 0 |
| May 2012 | $0 | $0 | $0 | -- | 0 |
| Mar 2012 | $0 | $0 | $0 | -- | 0 |
DateAug 2025
Total AUM$6.9B
Discretionary$6.9B
Non-Disc.$0
Employees34
Clients0
DateMay 2025
Total AUM$6.9B
Discretionary$6.9B
Non-Disc.$0
Employees34
Clients0
DateApr 2025
Total AUM$6.9B
Discretionary$6.9B
Non-Disc.$0
Employees34
Clients0
DateMar 2025
Total AUM$6.9B
Discretionary$6.9B
Non-Disc.$0
Employees34
Clients0
DateMar 2024
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$0
Employees30
Clients0
DateMar 2023
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$0
Employees30
Clients0
DateJan 2023
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$5.8M
Employees25
Clients0
DateNov 2022
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$5.8M
Employees25
Clients0
DateAug 2022
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$5.8M
Employees25
Clients0
DateMay 2022
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$5.8M
Employees25
Clients0
DateMar 2022
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$5.8M
Employees25
Clients0
DateNov 2021
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees24
Clients0
DateJun 2021
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees24
Clients0
DateMar 2021
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees24
Clients0
DateJun 2020
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$5M
Employees23
Clients0
DateMar 2020
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$5M
Employees23
Clients0
DateMar 2020
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$5M
Employees23
Clients0
DateAug 2019
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees17
Clients0
DateApr 2019
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees17
Clients0
DateMar 2019
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees17
Clients0
DateOct 2018
Total AUM$868.8M
Discretionary$868.8M
Non-Disc.$0
Employees17
Clients216
DateApr 2018
Total AUM$868.8M
Discretionary$868.8M
Non-Disc.$0
Employees17
Clients216
DateMar 2018
Total AUM$868.8M
Discretionary$868.8M
Non-Disc.$0
Employees17
Clients216
DateJun 2017
Total AUM$602.2M
Discretionary$602.2M
Non-Disc.$0
Employees11
Clients26
DateMar 2017
Total AUM$602.2M
Discretionary$602.2M
Non-Disc.$0
Employees11
Clients26
DateApr 2016
Total AUM$320.6M
Discretionary$320.6M
Non-Disc.$0
Employees11
Clients26
DateMar 2016
Total AUM$242.9M
Discretionary$242.9M
Non-Disc.$0
Employees11
Clients26
DateOct 2015
Total AUM$231.7M
Discretionary$231.7M
Non-Disc.$0
Employees11
Clients26
DateSep 2015
Total AUM$231.7M
Discretionary$231.7M
Non-Disc.$0
Employees11
Clients26
DateJul 2015
Total AUM$231.7M
Discretionary$231.7M
Non-Disc.$0
Employees11
Clients26
DateJul 2015
Total AUM$231.7M
Discretionary$231.7M
Non-Disc.$0
Employees11
Clients26
DateMay 2015
Total AUM$231.7M
Discretionary$231.7M
Non-Disc.$0
Employees11
Clients26
DateMar 2015
Total AUM$231.7M
Discretionary$231.7M
Non-Disc.$0
Employees11
Clients26
DateDec 2014
Total AUM$210M
Discretionary$210M
Non-Disc.$0
Employees10
Clients26
DateNov 2014
Total AUM$210M
Discretionary$210M
Non-Disc.$0
Employees10
Clients26
DateOct 2014
Total AUM$210M
Discretionary$210M
Non-Disc.$0
Employees10
Clients26
DateJul 2014
Total AUM$210M
Discretionary$210M
Non-Disc.$0
Employees10
Clients26
DateJul 2014
Total AUM$210M
Discretionary$210M
Non-Disc.$0
Employees9
Clients26
DateMar 2014
Total AUM$210M
Discretionary$210M
Non-Disc.$0
Employees9
Clients26
DateApr 2013
Total AUM$224M
Discretionary$224M
Non-Disc.$0
Employees9
Clients1
DateMar 2013
Total AUM$251M
Discretionary$251M
Non-Disc.$0
Employees9
Clients1
DateAug 2012
Total AUM$217.3M
Discretionary$217.3M
Non-Disc.$0
Employees--
Clients0
DateJun 2012
Total AUM$217.3M
Discretionary$217.3M
Non-Disc.$0
Employees--
Clients0
DateMay 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateMar 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0