CRD: 323432
Hampshire Family Office
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Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-27-2022
- Office Locations
- 4
Office Locations
About Hampshire Family Office
Hampshire Family Office is a New York-based wealth management and family office firm providing curated, customized investment solutions for a select group of successful families and individuals. The team supports financial and estate planning, portfolio construction, and risk management across ETFs, public funds, fixed income, and alternatives/real estate. Custody is primarily through Pershing.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
GREG BLANEY REIDY
Chief Compliance Officer, FOUNDER, MANAGING DIRECTOR
- CRD
- #2862804
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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NICHOLAS JAMES BERTHA III
President
- CRD
- #1978310
Hart Claypool
Director of Investments
- CRD
- --
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $865,575,192 | $12,365,360 |
| Non-Discretionary | $0 | -- |
| Total | $865,575,192 | $12,365,360 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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