AdvisorCensus / Financial advisors / Hampshire Family Office
Hampshire Family Office
Filed as HAMPSHIRE FAMILY OFFICE · Legal name Granite FO, LLC
Hampshire Family Office is an SEC-registered investment advisory firm, registered since 2022, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated August 14, 2026.
Quick answers
From the filingHow is Hampshire Family Office compensated?
On its Form ADV (Item 5.E, October 2026), Hampshire Family Office reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
How much does Hampshire Family Office charge?
Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: up to 1% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Is Hampshire Family Office registered with the SEC or a state?
Hampshire Family Office is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 323432.
How much does Hampshire Family Office manage?
Hampshire Family Office reports $865,575,192 in regulatory assets under management in its Form ADV filing dated August 14, 2026 (100% discretionary).
How have Hampshire Family Office's assets and staff changed since 2023?
In the Form ADV data for Hampshire Family Office: Regulatory assets under management: $1,329,656,615 in the October 2023 data and $865,575,192 in the October 2026 data, down 35%. Total employees: 5 in October 2023 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Hampshire Family Office serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (62); charitable organizations (8).
Which custodians does Hampshire Family Office use?
Hampshire Family Office's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing LLC as a custodian holding 10% or more of its separately managed account assets.
Does Hampshire Family Office report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/323432
Does Hampshire Family Office state an account minimum?
Its Form ADV Part 2A brochure dated March 31, 2026 says: "The Firm does not generally impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship."
What changed in Hampshire Family Office's recent Form ADV filings?
In the April 2026 filing data: No longer lists an office in New York, NY.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: up to 1% of assets a year (the maximum the brochure states)
The brochure's wording
Our annual fee ranges up to 1.0% annually and is assessed and/or charged quarterly in arrears, based on the daily average balance value.
Account minimum: None
The brochure's wording
The Firm does not generally impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship.
As stated in the firm's Form ADV Part 2A brochure dated March 31, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$865,575,192 as of October 2026, filing dated August 14, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Granite FO, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2022 (3 years)
- Employees
- Total: 5. Performing investment advisory functions: 5.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
5 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $865,575,192 | 5 | August 14, 2026 |
| October 2025 | $883,909,889 | 5 | March 12, 2025 |
| October 2024 | $1,814,176,930 | 5 | February 29, 2024 |
| October 2023 | $1,329,656,615 | 5 | March 24, 2023 |
Regulatory assets under management: $1,329,656,615 in the October 2023 data and $865,575,192 in the October 2026 data, down 35%.
Total employees: 5 in October 2023 and 5 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- No longer lists an office in New York, NY.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Hampshire Family Office (CRD 323432): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/hampshire-family-office-323432