Hampshire Family Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$822,275,386
Clients
62
Advisors
3
across 3 offices
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
Expertise
Fee options
Fixed flat fees may be charged as stipulated in the Investment Advisory Agreement
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
See officeGilford NH
Advisors at this office
1
Offices (3)
Most active in
Connecticut · Florida · New Hampshire · New York · Texas
Also doing business as
Granite Fo, LLC · Hampshire Family Office
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Greg R
Series 63, Series 65
Gilford, 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.
Dara J
Series 66
Old Greenwich, CT
Hampshire Family Office
Dara Johnson is a financial advisor at Hampshire Family Office with 25 years of industry experience and holds a Series 66 designation. She has worked at Hampshire Family Office since 2022 and has been affiliated with Fieldpoint Private Securities, LLC since 2011. Outside of her advisory role, she 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, ERISA plan advisory, and third-party manager selection services primarily for high-net-worth individuals, families, trusts, and institutional clients. The firm combines active and passive strategies across multiple asset classes and tailors portfolios to clients’ objectives and risk profiles.
Nicholas B
Series 63, Series 66
New York, NY
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.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")