Privacy Policy

What does Hampshire do with your personal information?

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
The types of personal information we collect and share depend on the product or service we provide to you. This information can include:
  • Contact information;
  • Social Security number and/or Employee or Employer Identification Number;
  • Assets and/or income information and investment experience; and
  • Account balances, transaction history and wire transfer instructions.
All financial companies need to share customers' personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers' personal information; the reasons Hampshire chooses to share; and whether you can limit this sharing.
Reasons we can share your personal information
Does Hampshire share?
Can you limit this sharing?
For our everyday business purposes –
such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus
For our marketing purposes –
to offer our products and services to you
For joint marketing with other financial companies
Yes, to those who agree to limit their use of such information
For our affiliates' everyday business purposes –
information about your transactions and experiences
For our affiliates' everyday business purposes –
information about your creditworthiness
We don't share
For our affiliates to market to you
We don't share
For nonaffiliates to market to you
We don't share
For questions, please contact Jennifer Curattalo at 973-898-7297.
Who we are
Who is providing this notice?
The Hampshire Companies, LLC and its managed funds
What we do
How does Hampshire protect my personal information?
To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings. We also restrict access to non-public personal information about you to those employees who need to know that information to provide products or services to you.
How does Hampshire collect my personal information?
We collect your personal information, for example, when you:
  • Provide us information in the subscription agreement, investor questionnaires and related documents;
  • correspond and speak with Hampshire’s representatives; and
  • engage in transactions in the fund in which you invest.
We also collect your personal information from others, such as credit bureaus, affiliates, or other companies.
Why can't I limit all sharing?
Federal law gives you the right to limit only:
  • sharing for affiliates' everyday business purposes – information about your creditworthiness;
  • affiliates from using your information to market to you; and
  • sharing for nonaffiliates to market to you.
State laws and individual companies may give you additional rights to limit sharing.
Companies related by common ownership or control. They can be financial and nonfinancial companies.
Companies not related by common ownership or control. They can be financial and nonfinancial companies.
  • Nonaffiliates with whom we may share information include companies that perform administrative services on our behalf (such as vendors that provide data processing or transaction processing services), companies from whom we obtain financing for a fund or portfolio investment, persons holding a legal or beneficial interest relating to you, or persons acting in a representative or fiduciary capacity on your behalf.
Joint marketing
A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
Other important information
When you are no longer a customer, we continue to share your information as described in this notice.