HAMPSHIRE FAMILY OFFICE
GRANITE FO, LLC Legal Name
Adviser information for HAMPSHIRE FAMILY OFFICE last updated from Form ADV on February 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New Hampshire, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 1 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 58 | $1.8B |
| Non-Discretionary | 0 | $0 |
| Total | 58 | $1.8B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 55 | $1.8B |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 3 | $7.2M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed fees |
| Other Business Activities | Registered representative of a broker-dealer |
Identifiers
| SEC RIA File Number | 801-126787 |
|---|---|
| SEC ERA File Number | 801-126787 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 323432 |
| Legal Entity Identifier | None |
Principal Office
10 LILAC COURTBEDFORD
NH
United States
Monday - Friday, 8AM-5PM
Tel: 914-548-1145, Fax: None
Websites
Chief Compliance Officer
GREG REIDY
CHIEF EXECUTIVE OFFICER
10 LILAC COURT
BEDFORD
NH
United States
Tel:
914-548-1145
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| REIDY, GREG, BLANEY | Individual | – | FOUNDER/MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | 03/2022 | > 75% |