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HAMPSHIRE FAMILY OFFICE

· CRD 323432 · IAPD ↗ · hampshirefamilyoffice.com · 212-365-7624

$865.6MRegulatory AUM
5Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
November 2024 — HAMPSHIRE FAMILY OFFICE reported RAUM down 53% ($1.81B -> $843.7M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
53
November 2024 — HAMPSHIRE FAMILY OFFICE added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
March 2024 — HAMPSHIRE FAMILY OFFICE reported RAUM up 36% ($1.33B -> $1.81B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.