Hampshire Investment Management Company, Llc
- Regulatory AUM
- $726M
- Discretionary
- $726M
- Clients
- 27
- Avg AUM / client
- $26.9M
- Accounts
- 27
- Employees
- 49
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 27 | $726M | 100.0% |
Private funds (29)
View all →Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $659M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Njcu West Campus Investor I Llc | Real Estate Fund | Delaware | $132M | 63 |
| Huh Ii Direct Investment Partners A Lp | Real Estate Fund | Delaware | $112M | 4 |
| Hampshire Christie Qualified Opportunity Fund Llc | Real Estate Fund | Delaware | $111M | 114 |
| Hgf Orange Road Member Llc | Real Estate Fund | Delaware | $42.0M | 71 |
| Hampshire Partners Fund Viii Lp | Real Estate Fund | Delaware | $40.0M | 32 |
| Hampshire Allendale Mf Urban Renewal Llc | Real Estate Fund | Delaware | $33.3M | 20 |
| Hampshire Lake Placid Llc | Real Estate Fund | Delaware | $27.9M | 37 |
| Montclair Mob Llc | Real Estate Fund | Delaware | $26.8M | 32 |
| 49 Market Street Llc | Real Estate Fund | Delaware | $22.2M | 34 |
| 21 South Street Llc | Real Estate Fund | New Jersey | $20.8M | 38 |
| Hampshire Montclair Mf 2018 Llc | Real Estate Fund | Delaware | $20.1M | 49 |
| Hampshire Hh Llc | Real Estate Fund | Delaware | $17.3M | 42 |
| Hampshire Partners Fund Vii Lp | Real Estate Fund | Delaware | $12.7M | 27 |
| Hampshire Christie Qualified Opportunity Co Invest Fund Llc | Real Estate Fund | Delaware | $8.9M | 18 |
| Jughandle 2023 Self Storage Llc | Real Estate Fund | Delaware | $7.4M | 16 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hanson, James, E. | Owner | Apr 2003 (23y) | ≈ 9.38% – 37.5% via Dehart Avenue Associates Lp | |
| Rosen, Mark, S. | Chief Legal Officer | Jan 2016 (11y) | Less than 5% | |
| Beverly Dunphy | Chief Compliance Officer | Jun 2020 (6y) | Less than 5% | |
| Mcmurray, Cheryll | Interim Chief Financial Officer | May 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Hampshire Companies, Llc | Sole Owner | Oct 2005 | A | 75% or more |
| Dehart Avenue Associates Lp | Owner | Oct 2005 | B | ≈ 18.75% – 50% via The Hampshire Companies, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Hanson, James, E.: 50% – 75% of Dehart Avenue Associates Lp × 25% – 50% of The Hampshire Companies, Llc × 75% – 100% direct ≈ 9.38% – 37.5% of the firm
- Dehart Avenue Associates Lp: 25% – 50% of The Hampshire Companies, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (29, $659M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Njcu West Campus Investor I Llc | Real Estate Fund | $132M | $100K | 63 |
| Huh Ii Direct Investment Partners A Lp | Real Estate Fund | $112M | $0 | 4 |
| Hampshire Christie Qualified Opportunity Fund Llc | Real Estate Fund | $111M | $500K | 114 |
| Hgf Orange Road Member Llc | Real Estate Fund | $42.0M | $100K | 71 |
| Hampshire Partners Fund Viii Lp | Real Estate Fund | $40.0M | $5.0M | 32 |
| Hampshire Allendale Mf Urban Renewal Llc | Real Estate Fund | $33.3M | $100K | 20 |
| Hampshire Lake Placid Llc | Real Estate Fund | $27.9M | $100K | 37 |
| Montclair Mob Llc | Real Estate Fund | $26.8M | $100K | 32 |
| 49 Market Street Llc | Real Estate Fund | $22.2M | $250K | 34 |
| 21 South Street Llc | Real Estate Fund | $20.8M | $100K | 38 |
| Hampshire Montclair Mf 2018 Llc | Real Estate Fund | $20.1M | $100K | 49 |
| Hampshire Hh Llc | Real Estate Fund | $17.3M | $100K | 42 |
| Hampshire Partners Fund Vii Lp | Real Estate Fund | $12.7M | $5.0M | 27 |
| Hampshire Christie Qualified Opportunity Co Invest Fund Llc | Real Estate Fund | $8.9M | $500K | 18 |
| Jughandle 2023 Self Storage Llc | Real Estate Fund | $7.4M | $200K | 16 |
| Hampshire Industrial Company Llc | Real Estate Fund | $7.3M | $250K | 18 |
| Hampshire Fort Worth Llc | Real Estate Fund | $6.3M | $100K | 36 |
| Hampshire Roslyn Llc | Real Estate Fund | $6.2M | $100K | 16 |
| Hap Constitution Investors Llc | Real Estate Fund | $1.3M | $100K | 11 |
| Hap Commonwealth Investors Llc | Real Estate Fund | $1.2M | $100K | 7 |
| Main And Ward Llc | Real Estate Fund | $579K | $100K | 38 |
| Hartford Storage Llc | Real Estate Fund | $379K | $50.0K | 24 |
| Aats Stores Llc | Real Estate Fund | $356K | $100K | 30 |
| Hlf 100 Commons Way Llc | Real Estate Fund | $267K | $100K | 25 |
| Hampshire Miami Llc | Real Estate Fund | $117K | $100K | 28 |
Top 25 of 29 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/25/2026 | 6.53 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 25, 2026.
View current Form ADV (SEC/IAPD) ↗