DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Hampshire Family Office
Legal name Granite Fo, LLC
Latest filing Aug 14, 2026
First filing on the tape Sep 26, 2022 · 9 filings
SEC status approved since Oct 27, 2022
RAUM
$866M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
95%
$822M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$289M
derived; firm RAUM over IAPD count
Employees
5
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
9 filings and snapshots on the tape
RAUM$866M as of Aug 14, 2026
Mar 24, 2023$1.3B then
HNW client RAUM$822M as of Aug 14, 2026
Mar 24, 2023$1.3B then
State-registered IARs (5.B.3)5 as of Aug 14, 2026
Mar 24, 20233 then
Employees (5.A)5 as of Aug 14, 2026
Mar 24, 20235 then
Private funds: no history
RAUM -2.1% over the last fiscal year-13% a year over threeIARs 4 to 5offices 1 to 0
Practice profile
derived from the filing of Aug 14, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- UHNW private wealth · private-client share at least 50 percent, HNW at least 90 percent of private-client RAUM, and average HNW client assets at least $10M
- RAUM per advisor
- $289MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $13.3MderivedHNW RAUM over HNW clients
- Average account
- $12.4MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 5.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.7derivedItem 5.A over advisors
- Advisors per office
- 3.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -2.1%derivedbetween the last two annual amendments
- Advisor growth, one year
- +25%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisersreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$822M95%
- Charitable organizations$43.3M5.0%
- Individual clients
- n/areported
- HNW clients
- 62reported
- Pension plan clients
- n/areported
- Charitable clients
- 8reported
- Accounts
- 70reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.95 fund_share=0.0 institutional_share=0.05 related_bd=false related_bank=false bd_reps=1.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Greg Blaney Reidy | Gilford, Nh | May 2, 2023 | 29 y | 3 |
| Dara K Johnson | Gilford, Nh | Jun 14, 2023 | 27 y | 2 |
| Nicholas James Bertha | Gilford, Nh | Jun 21, 2023 | 25 y | 3 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Nicholas James Bertha from Dominari Securities LLCJun 21, 2023 · RIA to RIA
- Dara K Johnson from Dominari Securities LLCJun 14, 2023 · RIA to RIA
- Greg Blaney Reidy from Dominari Securities LLCMay 2, 2023 · RIA to RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Blaney Greg Reidy · Founder/Managing Director And Chief Compliance Officercontrolsince 03/2022 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Gilford, Nh | 3 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- New York, NY2 employees
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- very high RAUM per advisorStatic outlier · filing Aug 14, 2026RAUM per registered advisor of $288,525,064 against a peer median of $106,309,121 (1261 comparable advisers, 99.0th percentile, 3.2 robust deviations)peers: independent wealth managers, $500M to $1B (1,261) · 99% percentile
- unusually large average accountStatic outlier · filing Aug 14, 2026RAUM per account of $12,365,360 against a peer median of $610,947 (1443 comparable advisers, 100.0th percentile, 7.9 robust deviations)peers: independent wealth managers, $500M to $1B (1,443) · 100% percentile
What changed
consecutive filings, newest first
- Accounts · 78 to 70Mar 12, 2025 to Mar 31, 2026
- Charity clients · 4 to 8Mar 12, 2025 to Mar 31, 2026
- HNW clients · 74 to 62Mar 12, 2025 to Mar 31, 2026
- State-registered IARs · 4 to 5Mar 12, 2025 to Mar 31, 2026
- Other offices · 1 to 0Mar 12, 2025 to Mar 31, 2026
- Discretionary RAUM · $884M to $866MMar 12, 2025 to Mar 31, 2026
- HNW RAUM · $844M to $822MMar 12, 2025 to Mar 31, 2026
- RAUM · $884M to $866MMar 12, 2025 to Mar 31, 2026
- Accounts · 82 to 78Oct 21, 2024 to Mar 12, 2025
- HNW clients · 78 to 74Oct 21, 2024 to Mar 12, 2025
- Financial planning clients · 0 to 0Oct 21, 2024 to Mar 12, 2025
- HQ city · unset to Oct 21, 2024 to Mar 12, 2025
- HQ state · unset to Oct 21, 2024 to Mar 12, 2025
- Discretionary RAUM · $844M to $884MOct 21, 2024 to Mar 12, 2025
- HNW RAUM · $830M to $844MOct 21, 2024 to Mar 12, 2025
- RAUM · $844M to $884MOct 21, 2024 to Mar 12, 2025
- Accounts · 58 to 82Feb 29, 2024 to Oct 21, 2024
- Charity clients · 3 to 4Feb 29, 2024 to Oct 21, 2024
- HNW clients · 55 to 78Feb 29, 2024 to Oct 21, 2024
- Other offices · 0 to 1Feb 29, 2024 to Oct 21, 2024
- Discretionary RAUM · $1.8B to $844MFeb 29, 2024 to Oct 21, 2024
- HNW RAUM · $1.8B to $830MFeb 29, 2024 to Oct 21, 2024
- RAUM · $1.8B to $844MFeb 29, 2024 to Oct 21, 2024
- Accounts · 40 to 58Nov 7, 2023 to Feb 29, 2024
- BD registered reps · 3 to 1Nov 7, 2023 to Feb 29, 2024
- Charity clients · 5 to 3Nov 7, 2023 to Feb 29, 2024
- HNW clients · 35 to 55Nov 7, 2023 to Feb 29, 2024
- State-registered IARs · 3 to 4Nov 7, 2023 to Feb 29, 2024
- Discretionary RAUM · $1.3B to $1.8BNov 7, 2023 to Feb 29, 2024
- HNW RAUM · $1.3B to $1.8BNov 7, 2023 to Feb 29, 2024
- RAUM · $1.3B to $1.8BNov 7, 2023 to Feb 29, 2024
- Accounts · 0 to 40Sep 26, 2022 to Jan 27, 2023
- Charity clients · unset to 5.0Sep 26, 2022 to Jan 27, 2023
- HNW clients · unset to 35.0Sep 26, 2022 to Jan 27, 2023
- Discretionary RAUM · $0 to $1.3BSep 26, 2022 to Jan 27, 2023
- HNW RAUM · unset to 1324416615.0Sep 26, 2022 to Jan 27, 2023
- RAUM · $0 to $1.3BSep 26, 2022 to Jan 27, 2023
Signals
3 dated events
- Hampshire Family Office reported RAUM $843.7M, down 53% from $1.8B (2024-02-29 to 2024-10-21)Oct 21, 2024 · RAUM change · derived
- Hampshire Family Office reported RAUM $1.8B, up 36% from $1.3B (2023-11-07 to 2024-02-29)Feb 29, 2024 · RAUM change · derived
- Hampshire Family Office filed its initial SEC registration (Form ADV)Sep 26, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Hampshire Family Office · Private Equityshared crd · intermediary
How to reach
public business contact points only, each with its source
- Business phone
- 212-365-7642reportedpublished by the firm, firm site, Sep 16, 2026
- Website
- hampshirefamilyoffice.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-365-7624reportedpublic record, Form ADV, Aug 14, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $289Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026