Nicholas James Bertha
Investment adviser representative at Hampshire Family Office
15 yearsExperience
2 statesRegistered in
$865.6MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Hampshire Family OfficeNov 2022 to now
- Fieldpoint Private Securities, LLCJun 2011 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (NH, NY).
Hampshire Family Office
Legal name: Granite Fo, LLC
$865.6MAssets managed
70Clients
3Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1978310
- Firm CRD
- 323432