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Hampshire Family Office

Updated today

Client assets under management

$822,275,386

Clients

62

100% high-net worth

Advisors

3

of 5 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

21

Very Low

Average account size

$13,262,506

About

Hampshire Family Office provides discretionary and non‑discretionary investment management, financial planning and consulting, ERISA plan advisory, and selection of third‑party money managers for individuals, high‑net‑worth families, trusts, estates, qualified purchasers, and institutional clients. The firm primarily works with high‑net‑worth households and related entities and does not generally serve non‑high‑net‑worth individual retail clients.

Investment programs combine active and passive strategies with diversification across asset classes and may include tactical asset allocation, trend‑following and relative‑strength models, options, alternative investments, margin strategies for select clients, and direct indexing used for tax‑loss targeting. Hampshire Family Office tailors portfolios to each client’s objectives and risk profile, monitors accounts on an ongoing basis, and may allocate portions of client assets to independent managers or sub‑advisors.

A distinctive operational feature is that certain supervised persons are registered representatives of a broker‑dealer, allowing the firm to offer separate commission‑based brokerage services and execute trades under that arrangement in addition to its fee‑based advisory business. The firm, formed in 2022, reports managing approximately $865.6 million on a discretionary basis for roughly seventy households and does not vote client proxies, leaving proxy decisions to clients.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Options & derivatives strategies Private / alternative investments

Fee options

Fixed

Fixed flat fees may be charged as stipulated in the Investment Advisory Agreement

Other

Minimum fee: May include a minimum quarterly fee as stipulated in the Investment Advisory Agreement Fee-only: Fixed flat fees may be charged as stipulated in the Investment Advisory Agreement

Main office location

Hampshire Family Office

Bedford NH, United States

Number of offices

1

Most active in

Connecticut · Florida · New Hampshire · New York · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Greg R

Series 63, Series 65

Bedford, NH

Hampshire Family Office

Greg Reidy is a financial advisor at Hampshire Family Office with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Four Points Capital Partners and Fieldpoint Private Securities, LLC. Reidy serves as CEO and registered investment advisor representative at Hampshire Family Office. Hampshire Family Office provides discretionary and non-discretionary investment management, financial planning, and consulting primarily to high-net-worth individuals, families, trusts, qualified purchasers, and institutional clients. The firm employs a variety of analytical methods and strategies, including tactical asset allocation and direct indexing, and manages approximately $884 million with a focus on concentrated, family-office style client relationships.

Options & derivatives strategies Private / alternative investments
user avatar

Dara J

Series 66

Old Greenwich, CT

Hampshire Family Office

Dara Johnson is a Series 66-licensed financial advisor with 24 years of industry experience. She currently works at Hampshire Family Office and has been affiliated with Fieldpoint Private Securities, LLC since 2011. Johnson is the founder and treasurer of Pitch Your Peers, a women's giving circle focused on charitable giving in Greenwich, CT. Hampshire Family Office provides investment management, financial planning, and consulting services primarily to high-net-worth individuals, families, trusts, qualified purchasers, and institutional clients. The firm employs a variety of analytical methods and investment strategies tailored to client objectives, managing approximately $884 million with a focus on concentrated, family-office style relationships.

Options & derivatives strategies Private / alternative investments
user avatar

Nicholas B

Series 63, Series 66

Bedford, NH

Hampshire Family Office

Nicholas Bertha is a financial advisor at Hampshire Family Office with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Hampshire Family Office since 2022 and at Fieldpoint Private Securities, LLC since 2011. Outside of his advisory roles, he serves as president of Fieldpoint Private Trust, LLC, a trust company subsidiary of Fieldpoint Private Holdings. Hampshire Family Office provides investment management, financial planning, and consulting services to high-net-worth individuals, families, trusts, qualified purchasers, and institutional clients. The firm employs a combination of fundamental, technical, and quantitative analysis, utilizing both active and passive strategies tailored to client objectives and risk tolerance.

Options & derivatives strategies Private / alternative investments
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