Hampshire Investment Management Company LLC

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Hampshire Investment Management Company LLC ✚
CRD #	157865
SEC #	801-72858
CIK #	0001512414, 0000887150
AUM	725.7 M (2026-06-25)
Employees	49 (61% Investors, 0% Brokers)
Fees
Minimum
Phone	973-292-9595
Address	21 South Street Morristown, NJ 07960
Source	[IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]

Total AUM ($M) Copy

Type	Form D Funds	Date	Sold	AUM
RE	Jughandle 2023 Self Storage LLC	[2024-03-29]	6.2 M	6.2 M
	Offered $7,500,000 · Filed 2024-12-13 (D/A) · Exemption 506(b) · Remaining $1,300,000 · Duration One year or less · Revenue $5,000,001 - $25,000,000
RE	Hampshire Industrial Company LLC	[2022-06-30]		0.5 M
	Offered $10,000,000 · Filed 2022-05-10 (D) · Exemption 506(b) · Minimum $100,000 · Remaining $10,000,000 · Duration One year or less · Revenue Decline to Disclose
RE	Hampshire Christie Qualified Opportunity Co-Invest Fund LLC	[2022-03-31]	3.1 M	12.9 M
	Offered $250,000,000 · Filed 2022-08-02 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $500,000 · Remaining $246,850,000 · Duration One year or less · Net Assets Decline to Disclose
RE	Hampshire Jersey City Self-Storage LLC	[2022-03-31]	3.8 M	3.7 M
	Offered $6,975,000 · Filed 2021-10-01 (D) · Exemption 506(b) · Minimum $100,000 · Remaining $3,225,000 · Duration More than one year · Revenue Decline to Disclose
RE	HAP Commonwealth Investors LLC	[2022-03-31]	1.0 M	1.3 M
	Offered $980,000 · Filed 2023-04-13 (D) · Exemption 506(b) · Duration One year or less · Revenue Decline to Disclose
RE	HAP Constitution Investors LLC	[2022-03-31]	0.5 M	1.5 M
	Offered $1,250,000 · Filed 2022-01-12 (D) · Exemption 506(b) · Minimum $100,000 · Remaining $800,000 · Duration More than one year · Revenue Decline to Disclose
RE	HAP Orlando Investors LLC	[2022-03-31]	1.0 M	0.2 M
	Offered $970,000 · Filed 2023-04-13 (D) · Exemption 506(b) · Duration One year or less · Revenue Decline to Disclose
RE	Hampshire Allendale MF Urban Renewal LLC	[2021-03-30]	2.5 M	35.9 M
	Offered $6,200,000 · Filed 2020-10-30 (D) · Exemption 506(b) · Minimum $100,000 · Remaining $3,650,000 · Duration One year or less · Revenue Decline to Disclose
RE	Hampshire Partners Fund VII LP	[2020-03-30]	6.0 M	1.2 M
	Offered $6,000,000 · Filed 2017-01-12 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $250,000 · Duration One year or less · Net Assets Decline to Disclose
RE	The Hampshire Legacy Fund LLC	[2020-03-30]	1.4 M	100.1 M
	Offered $9,055,000 · Filed 2019-09-25 (D) · Exemption 506(b) · Minimum $100,000 · Remaining $7,655,000 · Duration One year or less · Revenue Decline to Disclose
View All

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	0	0.0
(b) Individuals (high net worth individuals)	0	0.0
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	27	725.7
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	0	0.0
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	0	0.0
(n) Other	0	0.0
Total	27	725.7
By Discretionary
Discretionary	27	725.7
Non-Discretionary	0	0.0
Total	27	725.7
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		725.7
Total	27	725.7

Limited Partners	2011 - 2026
California Public Employees' Retirement System

Form D Directors	Role	# Filings	# Firms
Jon Hanson	Executive Officer	17	3
Deborah Imperatore	Executive Officer	14	3
Mark Rosen	Executive Officer	49	2
James Hanson II	Executive Officer	22	2
Hampshire Destination Properties LLC	Director, Executive Officer, Promoter	18	2
Cimco Fourteen LLC	Director, Executive Officer, Promoter	17	2
John Hanson	Executive Officer	15	2
Robert Campo	Executive Officer	14	2
Kris Krohn	Executive Officer	14	2
Todd Anderson	Executive Officer	12	2
The Hampshire Companies LLC	Director, Executive Officer, Promoter	12	2
Robert Schmitt	Executive Officer	11	2
Circle Squared Alternative Investments LLC	Promoter	9	2
The Hampshire Generational Fund LLC	Director, Executive Officer	9	2
Dph Holding LLC	Director, Promoter	8	2
Deborah Hanson	Executive Officer, Promoter	7	2
Donald Engels	Executive Officer	7	2
Hampshire Partners II LLC	Director	7	2
John Durso	Executive Officer	4	2
Hampshire Njcu HoldCo I LLC	Director	3	2
Hdp Lake Placid MM LLC	Executive Officer	3	2
Sonehan Manager LLC	Director	2	2
Hampshire Njcu West Campus I LLC	Director	2	2
Hgf Westfield Investor LLC	Director	2	2
Sonehan LLC	Director	2	2
FIMCo LLC	Director, Executive Officer	4	1
The Hampshire Legacy Fund LLC	Director, Executive Officer	3	1
Hdp Mei LLC	Executive Officer	3	1
HIMCo Hgf I LLC	Promoter	2	1
LG 49 Market Street LLC	Executive Officer	1	1
Hampshire Millburn MM	Executive Officer	1	1
Qof Manager	Executive Officer	1	1
Hampshire Waterford MM LLC	Executive Officer	1	1
Hampshire Summerhill MM LLC	Executive Officer	1	1
H-I Cousins LLC	Director	1	1
Series V MM LLC	Executive Officer	1	1
Roslyn HoldCo MM LLC	Executive Officer	1	1
Hdp Pembroke MM LLC	Executive Officer	1	1
None The Hampshire Companies LLC	Executive Officer	1	1
The Hampshire Companies	Executive Officer	1	1
Hampshire River Street MM LLC	Executive Officer	1	1
Hampshire JC MM LLC	Executive Officer	1	1
Hampshire HH MM LLC	Executive Officer	1	1
Hampshire Netcong MM LLC	Executive Officer	1	1
Hgf Hdp Miami	Executive Officer	1	1
Circle Squared Alternative Investment LLC	Promoter	1	1
None Jughandle 2023 MM LLC	Executive Officer	1	1
Hampshire Milburn HoldCo	Executive Officer	1	1
Hgf Hdp Self Storage MM LLC	Executive Officer	1	1
Huh II US Re Feeder GP LLC	Promoter	1	1
Hdp Montclair MM LLC	Executive Officer	1	1
Thc Sage Brook MM LLC	Executive Officer	1	1
Series V HoldCo LLC	Director	1	1
Huh Real Estate Partners II LLC	Promoter	1	1
Hampshire Qof Manager	Executive Officer	1	1
Hlf MM 100 Commons Way LLC	Executive Officer	1	1
Lauren Sattler	Executive Officer	1	1
Hampshire Syracuse MM	Executive Officer	1	1
Hgf Orange Road Investor LLC	Director	1	1
21 South Street Manager LLC	Executive Officer	1	1
Hampshire Fort Worth MM LLC	Executive Officer	1	1
Donald Engles	Executive Officer	1	1
Eleven Cousins LLC	Director	1	1
Cheryll McMurray	Executive Officer	1	1
Hampshire Miami MM	Executive Officer	1	1
Huh II Direct Investors GP LLC	Promoter	1	1
Hampshire Montclair HoldCo MM LLC	Executive Officer	1	1
Owl Creek Capital Corp	Director	1	1
Hampshire Allendale MM LLC	Executive Officer	1	1

EDGAR Form	CIK	2011 - 2026
10-K	[0000887150]
10-Q	[0000887150]
3	[0000887150]
4	[0000887150]
8-K	[0000887150]
SC 13D	[0000887150]
SC 13G	[0000887150]
13F-HR	[0001512414]
3	[0001512414]
SC 13G	[0001512414]

Form 13D/13G Filer	Form 13D/13G Subject	Filed
Yogel Benjamin C	Hampshire Group Ltd	[2015-10-19]
Invesco Ltd	Hampshire Group Ltd	[2015-02-17]
Cannell Capital LLC	Hampshire Group Ltd	[2015-02-13]
Hampshire Trust LLC	Cellular Dynamics International Inc	[2014-01-23]
Wynnefield Partners Small Cap Value LP I	Hampshire Group Ltd	[2012-11-14]

Firm Profile (Form ADV)
Discretionary AUM	$1.7B
Serves	Institutional
Fund Types	Real Estate

Related People Network
60 people file Form D offerings alongside this firm's people, tied to 1 other firms through shared filers.

Form 3/4/5 Subject	2011 - 2026
Fialkoff Brett
Hampshire Group Ltd
Marino Robin L
Doyle Thomas J Jr
Yogel Benjamin C
Buxbaum Paul
Price John David
Landes Joshua
Wynnefield Small Cap Value Offshore Fund Ltd
Wynnefield Capital Management LLC
View All

Insider Transaction (Form 3/4/5)	Date	Action	Shares	Price	Value ($)
Hampshire Group Ltd HAMP Common Stock	2016-04-01	Grant	8,796	$0.31	2,727
Hampshire Group Ltd HAMP Common Stock	2016-04-01	Grant	8,796	$0.31	2,727
Hampshire Group Ltd HAMP Common Stock	2016-04-01	Grant	8,796	$0.31	2,727
Hampshire Group Ltd HAMP Common Stock	2016-04-01	Grant	8,796	$0.31	2,727
Hampshire Group Ltd HAMP Employee Stock Option (right to buy) · derivative	2016-03-15	Disposed to issuer	250,000
Hampshire Group Ltd HAMP Employee Stock Option (right to buy) · derivative	2016-03-15	Grant	100,000
Hampshire Group Ltd HAMP Employee Stock Option (right to buy) · derivative	2016-03-15	Disposed to issuer	150,000
Hampshire Group Ltd HAMP Employee Stock Option (right to buy) · derivative	2016-03-15	Disposed to issuer	125,000
Hampshire Group Ltd HAMP Employee Stock Option (right to buy) · derivative	2016-03-15	Grant	200,000
Hampshire Group Ltd HAMP Employee Stock Option (right to buy) · derivative	2016-03-15	Disposed to issuer	100,000
Hampshire Group Ltd HAMP Employee Stock Option (right to buy) · derivative	2016-03-15	Grant	100,000
Hampshire Group Ltd HAMP Employee Stock Option (right to buy) · derivative	2016-03-15	Disposed to issuer	13,500
Hampshire Group Ltd HAMP Employee Stock Option (right to buy) · derivative	2016-03-15	Disposed to issuer	250,000
Hampshire Group Ltd HAMP Employee Stock Option (right to buy) · derivative	2016-03-15	Disposed to issuer	125,000
Hampshire Group Ltd HAMP Stock Option (right to buy) · derivative	2016-02-26	Grant	13,500	$0.00
Hampshire Group Ltd HAMP Stock Option (Right to Buy) · derivative	2016-02-19	Disposed to issuer	50,000
Hampshire Group Ltd HAMP Stock Option (Right to Buy) · derivative	2016-02-19	Grant	13,500	$0.00
Hampshire Group Ltd HAMP Stock Option (Right to Buy) · derivative	2016-02-19	Grant	13,500	$0.00
Hampshire Group Ltd HAMP Stock Option (Right to Buy) · derivative	2016-02-19	Grant	13,500
Hampshire Group Ltd HAMP Stock Option (Right to Buy) · derivative	2016-02-19	Disposed to issuer	13,500
showing 20 of 149 most recent transactions

Related Firms	State	AUM
Hampshire Investment Management Company LLC ✚	NJ	725.7 M
FIMCo LLC ✚	NJ
HIMCo HGF I LLC ✚	NJ

Comparable Firms	State	AUM
Shorenstein Investment Advisers LLC ✚	CA	787.5 M
The Lyme Timber Company LLC ✚	NH	773.9 M
Tremont Realty Capital LLC ✚	MA	763.3 M
US Agriculture LLC ✚	IN	759.1 M
Derby Lane Partners LP ✚	NY	746.3 M
Valstone Partners VI LLC ✚	MI	735.9 M
1 Seed Partners LLC ✚	IL	703.5 M
EFM Investments & Advisory LLC ✚	OR	680.0 M
DLJ Real Estate Capital Partners LLC ✚	NY	673.0 M
Cayetano Development LLC ✚	TX	666.6 M

Hampshire Investment Management Company LLC

Assets, Funds, Holdings