Bramshill Investments, LLC
Bramshill Investments, LLC is an alternative asset management firm and SEC-registered investment adviser headquartered in Naples, Florida. Founded in 2012, the firm manages strategies across various debt and fixed income markets with a focus on delivering absolute and risk-adjusted returns for institutional investors, high-net-worth individuals, and other sophisticated investors. Bramshill is known for its specialization in fixed income and credit strategies, with a team of approximately 34 employees as of 2025.
Investment Strategy
Bramshill Investments focuses on alternative fixed income and credit strategies designed to offer absolute and risk-adjusted returns. The firm employs a flexible approach across core fixed income, structured products, corporate credit, and other alternative debt markets, actively managing portfolios to target attractive yield while seeking to minimize risk. Their investment philosophy emphasizes capital preservation, downside risk control, and tactical allocation to best exploit market inefficiencies. Bramshill serves institutional and high-net-worth clients with customized solutions and disciplined risk management.
Latest 13F Filing Activity
Bramshill Investments, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 150 equity positions with a total 13F market value of $956M. The fund increased holdings in Ishares 0-5 Year High Yield Co., Vanguard Ultra Short Bond Etf, PIMCO Enhanced Short Maturity among other positions. Bramshill Investments, LLC reduced exposure to Ishares Short Duration Bond Ac, First Trust Enhanced Short Mat, Nuveen Quality Municipal Incom among others.
Top Holdings
Equity Positions (150)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TLT | iShares 20 Year Treasury Bond | 14.64% | $140.0M | 1,585,955 | $91.12 | $88.25 | -$7.1M |
N NEAR | iShares Short Duration Bond Ac | 13.21% | $126.3M | 2,472,338 | $50.17 | $51.10 | -$50.9M |
V VUSB | Vanguard Ultra Short Bond ETF | 12.81% | $122.5M | 2,456,407 | $49.86 | $49.87 | +$22.6M |
M MINT | PIMCO Enhanced Short Maturity | 9.67% | $92.5M | 919,962 | $100.33 | $100.54 | +$22.2M |
F FTSM | First Trust Enhanced Short Mat | 8.64% | $82.6M | 1,379,695 | $59.68 | $59.87 | -$25.0M |
Industry Allocation
Investment Team (12)
| Name | Role | Location | |
|---|---|---|---|
 | Founder and Chief Investment Officer | Naples, FL , United States | |
 | Associate | New York, NY , United States | |
 | Portfolio Manager | New York, NY , United States | |
J Justin Byrnes | Portfolio Manager | New York, NY , United States | |
 | Senior Portfolio Manager | Boston, MA , United States | |
J Jacob Levine | Associate | United States | |
 | Associate | New York, NY , United States | |
 | Associate | Newport Beach, CA , United States | |
 | Associate | New York, NY , United States | |
 | Associate | New York, NY , United States |