CRD: 323432
Hampshire Family Office
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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-27-2022
- Office Locations
- 2
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.
Reported data analysis
What the numbers show
Between March 12, 2025 and March 31, 2026, reported AUM decreased 2.1%, from $883.9M to $865.6M.
Across 4 reported observations, AUM decreased 34.9% between November 7, 2023 and March 31, 2026, from $1.3B to $865.6M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 5 advisory representatives and 70 clients, or 14 clients per representative. That equates to $12.4M in reported AUM per client.
The profile lists 2 reported office locations and 3 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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
SMA allocation detail is available
Hampshire Family Office has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Hampshire Family Office's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.