{ "crd_number": 323432, "slug": "hampshire-family-office-323432", "primary_business_name": "HAMPSHIRE FAMILY OFFICE", "legal_name": "GRANITE FO, LLC", "dbas": [], "city": null, "state": null, "country": null, "cbsa_code": null, "metro": null, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2022-10-27", "years_registered": 3, "period": "2026-10-01", "filing_date": "2026-08-14", "carried_forward": false, "raum_total": 865575192.0, "raum_discretionary": 865575192.0, "raum_non_discretionary": 0.0, "raum_band": "500m_1b", "raum_band_label": "$500 million to $1 billion", "total_employees": 5, "advisory_employees": 5, "client_count_bucket": null, "clients_by_type": { "charitable": { "raum": 43299806.0, "count": 8 }, "high_net_worth_individuals": { "raum": 822275386.0, "count": 62 } }, "compensation_types": [ "fixed", "percentage_of_aum" ], "advisory_activities": [ "financial_planning", "portfolio_management_businesses_institutional", "portfolio_management_individuals", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CT", "FL", "NH", "NY", "TX" ], "websites": [ "https://hampshirefamilyoffice.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/323432", "city_as_filed": null, "url": "https://advisorcensus.com/firm/hampshire-family-office-323432", "display_name": "Hampshire Family Office", "summary": "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.", "citation": "AdvisorCensus. Hampshire Family Office (CRD 323432): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Fixed fees (other than subscription fees)" ], "advisory_activity_labels": [ "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)" ], "quick_answers": [ { "q": "How is Hampshire Family Office compensated?", "a": "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)." }, { "q": "How much does Hampshire Family Office charge?", "a": "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." }, { "q": "Is Hampshire Family Office registered with the SEC or a state?", "a": "Hampshire Family Office is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 323432." }, { "q": "How much does Hampshire Family Office manage?", "a": "Hampshire Family Office reports $865,575,192 in regulatory assets under management in its Form ADV filing dated August 14, 2026 (100% discretionary)." }, { "q": "How have Hampshire Family Office's assets and staff changed since 2023?", "a": "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." }, { "q": "What types of clients does Hampshire Family Office serve?", "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (62); charitable organizations (8)." }, { "q": "Which custodians does Hampshire Family Office use?", "a": "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." }, { "q": "Does Hampshire Family Office report any disciplinary disclosures?", "a": "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" }, { "q": "Does Hampshire Family Office state an account minimum?", "a": "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.\"" }, { "q": "What changed in Hampshire Family Office's recent Form ADV filings?", "a": "In the April 2026 filing data: No longer lists an office in New York, NY." } ], "filing_history": [ { "period": "2023-10-01", "regulatory_assets_under_management": 1329656615.0, "total_employees": 5, "filing_date": "2023-03-24" }, { "period": "2024-10-01", "regulatory_assets_under_management": 1814176930.0, "total_employees": 5, "filing_date": "2024-02-29" }, { "period": "2025-10-01", "regulatory_assets_under_management": 883909889.0, "total_employees": 5, "filing_date": "2025-03-12" }, { "period": "2026-10-01", "regulatory_assets_under_management": 865575192.0, "total_employees": 5, "filing_date": "2026-08-14" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "No longer lists an office in New York, NY." ] } ], "fees_from_brochure": { "source": "Form ADV Part 2A brochure dated March 31, 2026", "provided_by_the_firm": false, "tiers": [], "flat_rate": null, "stated_range": null, "stated_maximum": "1% of assets a year", "account_minimum": "None", "account_minimum_may_be_waived": false, "minimum_annual_fee": null, "planning_fees": [], "figures": [ { "label": "Asset-based fee", "statements": [ "Asset-based fee: up to 1% of assets a year (the maximum the brochure states)" ], "quotes": [ "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." ] }, { "label": "Account minimum", "statements": [ "Account minimum: None" ], "quotes": [ "The Firm does not generally impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship." ] } ], "values": { "tiers": [], "range_pct": null, "max_pct": 1.0, "account_minimum": 0.0, "minimum_annual_fee": null, "planning": [] }, "quotes": [ "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.", "The Firm does not generally impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship." ], "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable." }, "custodians": [ { "name": "Pershing LLC", "name_as_filed": "PERSHING LLC", "affiliated": false } ], "custodians_note": "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.", "markdown_url": "https://advisorcensus.com/firm/hampshire-family-office-323432.md", "clients": [ { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 62, "fewer_than_5": false, "raum": 822275386.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 8, "fewer_than_5": false, "raum": 43299806.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/323432", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }