# Hampshire Family Office

> 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.

- CRD: 323432
- Filed as: HAMPSHIRE FAMILY OFFICE
- Legal name: Granite FO, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: August 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/323432
- AdvisorCensus page: https://advisorcensus.com/firm/hampshire-family-office-323432

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Asset-based fee: up to 1% of assets a year (the maximum the brochure states)

> 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 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Pershing LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $865,575,192
- Discretionary: $865,575,192
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 62 | $822,275,386 |
| Charitable organizations | 8 | $43,299,806 |

### 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)

### Firm details
- Registered since: 2022 (3 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, FL, NH, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- hampshirefamilyoffice.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $1,329,656,615 | 5 | March 24, 2023 |
| October 2024 | $1,814,176,930 | 5 | February 29, 2024 |
| October 2025 | $883,909,889 | 5 | March 12, 2025 |
| October 2026 | $865,575,192 | 5 | August 14, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- No longer lists an office in New York, NY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hampshire Family Office (CRD 323432): Form ADV filing data as of October 2026.