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HAMPSHIRE INVESTMENT MANAGEMENT COMPANY, LLC, CRD 157865
MORRISTOWN, NJ
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| BEVERLY DUNPHY | n/a | MORRISTOWN, NJ | 6 | 29 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| NJCU WEST CAMPUS INVESTOR I LLC | Real Estate Fund | $132M | Jul 22, 2024 | 63 | Mar 30, 2018 | reported | 021-270271 |
| HUH II DIRECT INVESTMENT PARTNERS A LP | Real Estate Fund | $112M | Jul 22, 2024 | 4 | Mar 29, 2018 | reported | 021-345720 |
| HAMPSHIRE CHRISTIE QUALIFIED OPPORTUNITY FUND LLC | Real Estate Fund | $111M | Jul 22, 2024 | 114 | Mar 29, 2019 | reported | 021-329652 |
| THE HAMPSHIRE LEGACY FUND LLC | Real Estate Fund | $100M | May 8, 2023 | 48 | Mar 30, 2020 | dropped | 021-349590 |
| HGF ORANGE ROAD MEMBER LLC | Real Estate Fund | $42.0M | Jul 22, 2024 | 71 | Mar 30, 2018 | reported | 021-349939 |
| HAMPSHIRE PARTNERS FUND VIII LP | Real Estate Fund | $40.0M | Jul 22, 2024 | 32 | Mar 30, 2012 | reported | 021-135561 |
| HAMPSHIRE ALLENDALE MF URBAN RENEWAL LLC | Real Estate Fund | $33.3M | Jul 22, 2024 | 20 | Mar 30, 2021 | reported | 021-379315 |
| HAMPSHIRE LAKE PLACID LLC | Real Estate Fund | $27.9M | Jul 22, 2024 | 37 | Mar 29, 2019 | reported | 021-316362 |
| MONTCLAIR MOB LLC | Real Estate Fund | $26.8M | Jul 22, 2024 | 32 | Mar 30, 2018 | reported | 021-296245 |
| 1500 BLAIR ROAD 2016 URBAN RENEWAL LLC | Real Estate Fund | $22.3M | Mar 30, 2018 | 38 | Mar 30, 2018 | dropped | n/a |
| 49 MARKET STREET LLC | Real Estate Fund | $22.2M | Jul 22, 2024 | 34 | Mar 30, 2018 | reported | 021-278316 |
| 21 SOUTH STREET LLC | Real Estate Fund | $20.8M | Jul 22, 2024 | 38 | Sep 27, 2019 | reported | 021-349590 |
| HAMPSHIRE MONTCLAIR MF 2018 LLC | Real Estate Fund | $20.1M | Jul 22, 2024 | 49 | Mar 29, 2019 | reported | 021-329850 |
| HAMPSHIRE HH LLC | Real Estate Fund | $17.3M | Jul 22, 2024 | 42 | Mar 30, 2018 | reported | 021-292121 |
| HAMPSHIRE PARTNERS FUND VII LP | Real Estate Fund | $12.7M | Jul 22, 2024 | 27 | Mar 30, 2020 | reported | 021-278316 |
| HAMPSHIRE CHRISTIE QUALIFIED OPPORTUNITY CO-INVEST FUND LLC | Real Estate Fund | $8.9M | Jul 22, 2024 | 18 | Mar 31, 2022 | reported | 021-434763 |
| JUGHANDLE 2023 SELF STORAGE LLC | Real Estate Fund | $7.4M | Jul 22, 2024 | 16 | Mar 29, 2024 | reported | 021-501079 |
| HAMPSHIRE INDUSTRIAL COMPANY LLC | Real Estate Fund | $7.3M | Jul 22, 2024 | 18 | Jun 30, 2022 | reported | 021-445071 |
| HAMPSHIRE FORT WORTH LLC | Real Estate Fund | $6.3M | Jul 22, 2024 | 36 | Mar 29, 2019 | reported | 021-318631 |
| HAMPSHIRE ROSLYN LLC | Real Estate Fund | $6.2M | Jul 22, 2024 | 16 | Sep 27, 2019 | reported | 021-349614 |
| HAMPSHIRE PEMBROKE LLC | Real Estate Fund | $5.8M | Mar 30, 2018 | 14 | Mar 30, 2018 | dropped | 021-272307 |
| HAMPSHIRE JERSEY CITY SELF-STORAGE LLC | Real Estate Fund | $3.7M | Jan 23, 2023 | 28 | Mar 31, 2022 | dropped | 021-415361 |
| HAP CONSTITUTION INVESTORS LLC | Real Estate Fund | $1.3M | Jul 22, 2024 | 11 | Mar 31, 2022 | reported | 021-429087 |
| HAP COMMONWEALTH INVESTORS LLC | Real Estate Fund | $1.2M | Jul 22, 2024 | 7 | Mar 31, 2022 | reported | 021-478686 |
| MAIN AND WARD LLC | Real Estate Fund | $579,313 | Jul 22, 2024 | 38 | Mar 30, 2018 | reported | 021-1714845 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| DEHART AVENUE ASSOCIATES LP | Owner | C | yes | 10/2005 | Mar 29, 2019 | Jul 22, 2024 |
| DUNPHY, BEVERLY | CHIEF COMPLIANCE OFFICER | Na | yes | 06/2020 | Jun 19, 2020 | Jul 22, 2024 |
| HANSON, JAMES, E. | Owner | D | yes | 10/2005 | Mar 30, 2012 | Jul 22, 2024 |
| HANSON, JAMES, E. | CHIEF EXECUTIVE OFFICER | Na | yes | 04/2003 | Mar 30, 2012 | Jul 22, 2024 |
| MCMURRAY, CHERYLL | INTERIM CHIEF FINANCIAL OFFICER | Na | yes | 05/2024 | May 17, 2024 | Jul 22, 2024 |
| ROSEN, MARK, S. | CHIEF LEGAL OFFICER | Na | yes | 01/2016 | Mar 30, 2012 | Jul 22, 2024 |
| THE HAMPSHIRE COMPANIES, LLC | SOLE OWNER | E | yes | 10/2005 | Mar 30, 2012 | Jul 22, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| 21 SOUTH STREET MANAGER LLC | n/a | n/a | n/a | N | yes | n/a |
| HAMPSHIRE ALLENDALE MM, LLC | n/a | n/a | n/a | N | yes | n/a |
| HAMPSHIRE FORT WORTH MM LLC | n/a | n/a | n/a | N | yes | n/a |
| HAMPSHIRE HH MM LLC | n/a | n/a | n/a | N | yes | n/a |
| HAMPSHIRE LEGACY PARTNERS, LLC | n/a | n/a | n/a | N | yes | n/a |
| HAMPSHIRE MIAMI MM LLC | n/a | n/a | n/a | N | yes | n/a |
| HAMPSHIRE MONTCLAIR HOLDCO MM LLC | n/a | n/a | n/a | N | yes | n/a |
| HAMPSHIRE NETCONG MM LLC | n/a | n/a | n/a | N | yes | n/a |
| HAMPSHIRE NJCU WEST CAMPUS I, LLC | n/a | n/a | n/a | N | yes | n/a |
| HAMPSHIRE PARTNERS II, LLC | n/a | n/a | n/a | N | yes | n/a |
| HAMPSHIRE PARTNERS VII, LLC | n/a | n/a | n/a | N | yes | n/a |
| HAMPSHIRE PARTNERS VIII, LLC | n/a | n/a | n/a | N | yes | n/a |
| HAMPSHIRE QOF MANAGER, LLC | n/a | n/a | n/a | N | yes | n/a |
| HAMPSHIRE SYRACUSE MM LLC | n/a | n/a | n/a | N | yes | n/a |
| HDP LAKE PLACID MM LLC | n/a | n/a | n/a | N | yes | n/a |
| HDP MEI LLC | n/a | n/a | n/a | N | yes | n/a |
| HDP MONTCLAIR MM LLC | n/a | n/a | n/a | N | yes | n/a |
| HDP REAL ESTATE PARTNERS LLC | n/a | n/a | n/a | N | yes | n/a |
| HGF HDP SELF STORAGE MM LLC | n/a | n/a | n/a | N | yes | n/a |
| HGF ORANGE ROAD INVESTOR, LLC | n/a | n/a | n/a | N | yes | n/a |
| HIC MM LLC | n/a | n/a | n/a | N | yes | n/a |
| HLF MM 100 COMMONS WAY, LLC | n/a | n/a | n/a | N | yes | n/a |
| HNLF MM LLC | n/a | n/a | n/a | N | yes | n/a |
| HUH II DIRECT INVESTORS GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| JAMES E. HANSON II | n/a | n/a | n/a | Y | yes | n/a |
| JUGHANDLE 2023 MM LLC | n/a | n/a | n/a | N | yes | n/a |
| LG 49 MARKET STREET, LLC | n/a | n/a | n/a | N | yes | n/a |
| MAIN AND WARD MM LLC | n/a | n/a | n/a | N | yes | n/a |
| ROSLYN HOLDCO MM LLC | n/a | n/a | n/a | N | yes | n/a |
| SERIES V MM, LLC | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 30, 2026 | $726M | $726M | 49 | 30 | 0 | 24 | n/a |
| 2024 | Apr 30, 2025 | $828M | $828M | 61 | 35 | 0 | 26 | n/a |
| 2023 | Mar 29, 2024 | $963M | $963M | 63 | 35 | 0 | 29 | $694M |
| 2022 | Mar 31, 2023 | $977M | $977M | 66 | 42 | 0 | 36 | $748M |
| 2021 | Mar 31, 2022 | $1.0B | $1.0B | 62 | 29 | 1 | 36 | $780M |
| 2020 | Mar 30, 2021 | $789M | $789M | 67 | 28 | 1 | 31 | $789M |
| 2019 | Mar 30, 2020 | $1.5B | $1.5B | 62 | 27 | 1 | 32 | $1.5B |
| 2018 | Mar 29, 2019 | $862M | $862M | 62 | 27 | 1 | 16 | $561M |
| 2017 | Mar 30, 2018 | $868M | $868M | 58 | 30 | 1 | 14 | $533M |
| 2016 | Mar 31, 2017 | $1.2B | $1.2B | 65 | 31 | n/a | 1 | $543M |
| 2015 | Mar 24, 2016 | $1.4B | $1.4B | 69 | 31 | n/a | 1 | $565M |
| 2014 | Mar 25, 2015 | $1.6B | $1.6B | 57 | 32 | n/a | 1 | $532M |
| 2013 | Mar 28, 2014 | $1.7B | $1.7B | 53 | 32 | n/a | 1 | $515M |
| 2012 | Mar 27, 2013 | $1.7B | $1.7B | 43 | 26 | n/a | 1 | $442M |
| 2011 | Mar 30, 2012 | $1.9B | $1.9B | n/a | n/a | n/a | 1 | $401M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $726M | $828M | -12.4% | $977M | -9.4% | 49 | 61 | 0 | 0 |