Hampshire Family Office

Overview

Hampshire Family Office is an independent registered investment adviser organized as an LLC and SEC-registered in 2022. It operates as a capital allocator for both individual and family clients as well as institutional accounts, charging a mix of percentage-of-AUM and fixed fees. The firm provides financial planning, portfolio management for individuals/small businesses and for institutions, and selection of other advisers. It also functions as a registered representative of a broker-dealer, indicating a hybrid element to its business model. Hampshire identifies equities as a preference within its managed portfolios and appears to combine in-house portfolio management with allocations to third-party managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices