HAMPSHIRE FAMILY OFFICE

RIASEC RegisteredEst. 2022
Total AUM
$866M
Discretionary
$866M
100% of AUM
Avg account
$12.4M
Accounts
70
Employees
5
Advisory reps
3

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 57%, Public Funds/Mutual Funds 31%, State & Local Bonds 7%, Cash & Cash Equivalents 4%, Other 1%57%
  • Exchange Traded Equities57%
  • Public Funds/Mutual Funds31%
  • State & Local Bonds7%
  • Cash & Cash Equivalents4%
  • Other1%

Owners & executives

1 of 1
  • GREG REIDY

    Founding Partner & Chief Investment OfficerCRD 2862804

Contacts

2 of 2
  • DARA JOHNSON

    Founding PartnerCRD 3005845

  • NICHOLAS BERTHA

    Director of Wealth and Trust PlanningCRD 1978310

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 51

Active vs passive

$96.8M in ETFs

Passive

66%

$63.8M

Active

0%

$33M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$29.9M45,97530.88%

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth