Bramshill Investments

What Bramshill Investments does

Bramshill Investments, LLC is an employee-owned alternative asset manager founded in 2012 and headquartered in Naples, Florida, with additional offices in New York and Newport Beach, California. The firm specializes in absolute-return fixed income and income-producing securities, including investment-grade and high-yield corporate bonds, preferred securities, municipal bonds, structured credit (RMBS, CMBS, ABS, CLO, whole loans), and credit-themed equities. Its flagship Income Performance Strategy is unlevered, highly liquid, benchmark-independent, and targets concentrated portfolios of fewer than 50 securities using a fundamental value-based approach that combines probability of loss analysis with macro and quantitative inputs. Related strategies include the All Weather Income Strategy (REITs, MLPs, BDCs, preferreds, royalty trusts, closed-end funds), a Structured Products platform run out of Newport Beach, and a Customized Solutions offering for bespoke SMA mandates.

The firm's product shelf spans separately managed accounts (SMAs), 40 Act mutual funds (BRMSX, BDKNX), a UCITS fund domiciled in Ireland as an ICAV, sub-advisory mandates (notably with Liberty Street Advisors), and two newly launched vehicles in 2026 — the Bramshill Debt Opportunities Fund, Ltd. and an emerging-markets hedge fund seeded with $150 million and led by former Lazard EMD co-head Arif Joshi. Revenue is generated through management fees on assets under management, which exceeded $8 billion as of March 31, 2026 (up from ~$6.7B in September 2024 and ~$408M in 2016). Distribution targets institutional investors, family offices, and high-net-worth individuals through a senior-led enterprise field sales motion, with growing intermediary distribution via wirehouses, broker-dealers, RIAs, and platforms.

The firm is SEC-registered, employs 11-50 staff across investment, sales, and operations functions (growing more than 25% in recent years), and has accumulated a multi-year track record of industry recognition including 2026 LSEG Lipper, 2024 HFM US Performance, and multiple Alt Credit Intelligence awards. Customer concentration is spread across institutional asset classes rather than concentrated in a few named accounts, and go-to-market is relationship-driven rather than volume-driven.

Name

Bramshill Investments

Legal name

Bramshill Investments, LLC

Website

https://bramshillinvestments.com

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

11–50 employees

Short description

Bramshill Investments is an employee-owned alternative asset manager offering absolute-return fixed income strategies — including investment-grade and high-yield bonds, preferreds, municipals, structured credit, and EM debt — to institutional investors, family offices, and high-net-worth individuals through SMAs, mutual funds, UCITS, and sub-advisory mandates, with over $8 billion AUM.

Ownership category

akta.pro rank

Product category

Alternative Fixed Income Asset Management

NAICS

Portfolio Management and Investment Advice (52394), Open-End Investment Funds (525910), Other Financial Vehicles (525990)

SIC

Investment Advice (6282), Asset-Backed Securities (6189)

akta.pro primary industry

Multi-Strategy — Credit + Structured Products (FSAHAFAE)

akta.pro secondary industries

Multi-Strategy — Multi-Asset Tactical / Opportunistic Trading (FSAHAFAJ), Specialty Finance & Litigation/Claims Credit (FSAHAGAL), Quant Credit (CDS, Structured Credit, Credit RV/Stat Arb) (FSAHAEAE)

Keywords

• Alternative fixed income
• Asset management services
• Structured credit investing
• Absolute return strategies
• Institutional investment management

Headquarters

HQ city

Hackensack

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Asset Management Fees: Bramshill generates revenue through management fees charged on assets under management across its various strategies including Income Performance Strategy, Structured Products, UCITS Fund, and All Weather Strategy. Fees are earned from co-mingled vehicles, separately managed accounts (SMAs), and sub-advisory mandates.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels6 records

Core offering

Bramshill Investments is an employee-owned alternative asset management firm that invests across the fixed income universe in corporate bonds, preferred securities, municipal bonds, structured credit, and credit-themed equities using a fundamental value-based approach with probability-of-loss risk management. The firm delivers its absolute return strategies through co-mingled vehicles, separately managed accounts, mutual funds, a UCITS fund, and sub-advisory mandates to institutions, family offices, and high-net-worth individuals. As of March 2026, Bramshill managed over $8 billion in assets across its Income Performance, Structured Products, All Weather, and Multi-Strategy Income strategies.

Product overview

Bramshill Investments is an alternative asset manager offering a platform of fixed income and debt-focused investment strategies. The core offerings include the Income Performance Strategy (available as separately managed accounts and the BRMSX mutual fund), Structured Products Strategies (RMBS, CMBS, ABS, CLO), the UCITS Income Performance Fund (Irish ICAV structure), the All Weather Income Strategy, and the Bramshill Multi-Strategy Income Fund (BDKNX). Additional products include the newly launched Debt Opportunities Fund and Customized Solutions for larger mandates. The platform spans liquid and illiquid asset classes across corporate bonds, preferred securities, municipal bonds, structured credit, and mortgage-backed securities.

Differentiator

Problem solved

Functional benefit

Products and services

• Bramshill Income Performance Strategy Core absolute return fixed income strategy seeking to maximize total return across investment grade and high-yield bonds, preferreds, municipal bonds, and U.S. Treasuries. The strategy is unlevered, highly liquid, not benchmark dependent, and seeks to maintain an investment grade profile; available via separately managed accounts and the BRMSX mutual fund for institutional and HNW investors.
• Bramshill Income Performance Fund (BRMSX) Mutual fund version of the Income Performance Strategy available to investors through fund platforms and broker-dealer networks.
• Structured Products Strategies Strategies investing in structured products secured by cash-flowing assets including Agency and non-Agency RMBS, CMBS, ABS, CLOs, and whole loans. The team positions high in the capital structure and low in duration, actively rotating positioning seeking best relative value and risk-adjusted returns, for institutional and family office clients.
• Bramshill UCITS Income Performance Fund UCITS open-end fund incorporated in Ireland organized as an ICAV structure, seeking opportunities across multiple asset classes including investment grade, high yield, preferreds, mortgage-backed securities, government bonds, and foreign debt securities for non-U.S. investors.
• All Weather Income Strategy Diversified portfolio of income-producing securities incepted in 2016 and managed in SMA format. The strategy invests across liquid markets including REITs, MLPs, BDCs, preferred securities, royalty trusts, and closed-end funds, using a proprietary distribution model and seeking to produce consistent income across all market cycles.
• Bramshill Multi-Strategy Income Fund (BDKNX) Multi-strategy 40 Act fund that invests primarily in asset-backed debt securities, with a focus on residential mortgage-backed securities, and tends to have low correlation to interest rates. Distributed through wealth platforms and broker-dealers for HNW and institutional investors.
• Bramshill Debt Opportunities Fund, Ltd. Newly launched alternative investment vehicle administered by Opus Fund Services, providing investors exposure to Bramshill's debt-focused investment capabilities with full administration technology and services.
• Customized Solutions SMA or fund-of-one structures specific to an asset class within a broader strategy, such as preferred allocation or structured products mandates with specific collateral criteria. Asset class exposures, credit ratings, yields, and duration criteria can be targeted to client specifications for larger institutional and family office mandates.
• Emerging Markets Hedge Fund New hedge fund focused on emerging-market opportunities, launched with $150 million in initial capital and managed by Arif Joshi. The strategy is fully opportunistic across emerging-market debt, with current opportunities concentrated in local markets, rates, and currencies, for institutional and accredited investors.

Quantifiable outcome

• 8.57% annualized net return (Income Performance Strategy, 2009-2016)
• +4 more outcomes

Named customers3 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Two partnerships are on record, tiered core.

• Opus Fund ServicescoreImplementation/ SI/ Consulting Partner · 13 January 2026Bramshill Investments selected Opus Fund Services as fund administrator for the newly launched Bramshill Debt Opportunities Fund, Ltd. The engagement provides full administration technology and services, with Opus highlighting its transparency, controls, and scale as key differentiators. Bramshill's COO cited Opus's ability to meet rigorous operational service and reporting standards during due diligence as the deciding factor.
• Liberty Street AdvisorscoreChannel Partner/ Reseller/ DistributorLiberty Street Advisors named Bramshill Investments as subadvisor to the Bramshill Multi-Strategy Income Fund (formerly Braddock Multi-Strategy Income Fund). The fund invests primarily in residential mortgage-backed securities. Liberty Street provides fund distribution and administration while Bramshill handles investment management.

Scale indicators6 records

Recent moves10 records

Expansion highlights6 records

Direct peers

• DoubleLine Capital: Los Angeles-based alternative fixed income manager founded by Jeffrey Gundlach. Comparable as a multi-strategy fixed income specialist offering absolute return-oriented credit strategies with concentrated portfolios and a similar founder-led, employee-owned model.
• TCW Group: Los Angeles-based fixed income manager with a multi-strategy approach spanning investment grade, high yield, structured products, and emerging markets. Directly comparable across product mix and institutional client base.
• Western Asset Management: Pasadena-based fixed income specialist owned by Franklin Resources, with deep expertise across structured products, municipals, and credit. Comparable in fixed income sector breadth and institutional distribution.
• Cohen & Steers: Specialist asset manager focused on preferred securities, REITs, and income-producing assets. Directly comparable in their All Weather Income Strategy universe and similar preferreds/closed-end fund mandates.
• Angel Oak Capital Advisors: Atlanta-based alternative credit manager offering multi-sector fixed income strategies including structured credit and securitized products. Comparable in product mix, distribution channels (mutual funds plus SMAs), and absolute-return orientation.
• Penn Capital Management: Philadelphia-based high yield and leveraged credit specialist with a boutique, employee-owned structure. Comparable as a focused credit manager offering multi-strategy income-oriented products to institutional clients.

Broad incumbents

• Ares Management: Large alternative asset manager with a substantial credit and structured products platform including CLOs, securitized credit, and direct lending. Overlapping capabilities but at much greater scale with broader product set.
• Blackstone Credit: Credit arm of Blackstone managing $300B+ across direct lending, structured credit, and multi-strategy funds. Comparable in structured credit and CLO capabilities but operates at massive scale as part of a broader alternatives platform.
• Apollo Global Management: Major alternative asset manager with a large fixed income and structured credit franchise. Overlapping in securitized products and credit themes but operates globally across private equity, insurance, and credit.
• KKR Credit: Credit and structured credit arm of KKR with multi-strategy funds, CLOs, and direct lending. Comparable in multi-strategy credit exposure but as part of a larger multi-product alternatives franchise.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/2948255

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Bramshill Investments