HAMPSHIRE FAMILY OFFICE
Firm details
- Headquarters
- ,
- CRD number
- 323432
- Registered since
- October 27, 2022
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI95%
- Charitable Organizations5%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Hampshire Family Office is an independent RIA organized as an LLC that functions as a capital allocator for high-net-worth individuals, families and select institutional clients. The firm is SEC-registered (since 2022) and combines advisory services—financial planning, portfolio management for individuals, small businesses and institutions, and selection of external advisers—with brokerage activity through a registered representative relationship with a broker-dealer. Fee arrangements include both percentage-of-AUM and fixed-fee engagements. Hampshire does not list ESG investing as an active focus and is classified as an owner-operated, single-family-capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities57%
- Public Funds/Mutual Funds31%
- State & Local Bonds7%
- Cash & Cash Equivalents4%
- Other1%
Owners & executives
1 of 1GREG REIDY
Founding Partner & Chief Investment OfficerCRD 2862804
Contacts
2 of 2DARA JOHNSON
Founding PartnerCRD 3005845
NICHOLAS BERTHA
Director of Wealth and Trust PlanningCRD 1978310
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 51Active vs passive
$96.8M in ETFs
66%
$63.8M
0%
$33M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $29.9M | 45,975 | 30.88% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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