Bramshill Investments sticks with what it knows, supporting an inaugural Average Parent rating.
CIO Art DeGaetano founded Bramshill in May 2012 after managing leveraged US credit portfolios at GLG Partners, a hedge fund. The firm has since concentrated on income-oriented fixed-income strategies across more than 1,800 separate accounts and a handful of open-end funds. The flagship Bramshill Income Performance strategy has delivered decent performance and accounted for more than 70% of the firm’s total USD 7.7 billion assets under management as of June 2025.
Bramshill has invested in personnel and technology as assets have grown. CEO Stephen Selver joined in 2014 to handle operations, compliance, and client service, allowing DeGaetano to focus on investment and risk management. Overall headcount has nearly doubled over the past four years, with nearly three dozen employees split between investment and operations. The firm has also integrated various portfolio and risk management systems to support trading and account reconciliation.
While Bramshill has grown steadily over the years, it remains a boutique in many aspects. DeGaetano and Selver maintain a controlling interest in the firm, and employees don’t currently have the opportunity to participate in the firm’s ownership, a tool that can support employee retention. An unexpected change in DeGaetano’s involvement would also be significant, though successors are in the wings. Mutual fund fees remain above average, which weighs on an investor’s experience.
Note: This share class' Parent Pillar rating is analyst-driven, as its Branding Name, Bramshill (Branding Name ID: BN00000HNW), is covered by Morningstar Manager Research.
United States