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Hearthstone Inc., a California Corporation

CRD 112226SEC# 801-55793Calabasas, CA
Export (members)
No longer SEC-registered. Hearthstone Inc., a California Corporation appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Ranks #1,690 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$2.44B
Fund GAV
$2.44B
Private funds
15
Employees
24
Accounts
15
Location
Calabasas, CA

Hearthstone Inc., a California Corporation assets under management

Hearthstone Inc., a California Corporation operates as an SEC-registered investment adviser based in Calabasas, CA. It reports $2.4 billion in regulatory assets under management and employs 24 people. Hearthstone Inc., a California Corporation manages 15 private funds with combined gross assets of $2.4 billion, including Hearthstone Housing Partners III, LLC. By regulatory assets, it ranks 1,690 of 5,911 private fund managers.

Hearthstone Inc., a California Corporation private funds

15 funds · $2.44B GAV
FundTypeGross assetsMin.
Hearthstone Housing Partners III, LLCReal Estate$417.2M$50K
Cal Hearthstone Public Builder Lot Option, LLCReal Estate$378.7M$50K
Ssp-Hs Lot Option Joint Venture B, LLCReal Estate$314.5M$50K
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Hearthstone Inc., a California Corporation owners & executives

2 reported
NameTitleOwnershipSince
Mark Allan Porath ControlCeoOver 75%2022
Steven PorathChief Compliance OfficerUnder 5%2023

Frequently asked questions

How much does Hearthstone Inc., a California Corporation manage?

Hearthstone Inc., a California Corporation reports $2.4 billion in regulatory assets under management on its Form ADV.

How many private funds does Hearthstone Inc., a California Corporation manage?

Hearthstone Inc., a California Corporation manages 15 private funds with combined gross assets of $2.4 billion.

How many employees does Hearthstone Inc., a California Corporation have?

Hearthstone Inc., a California Corporation reports 24 employees.

Where is Hearthstone Inc., a California Corporation located?

Hearthstone Inc., a California Corporation is based in Calabasas, CA.

Does Hearthstone Inc., a California Corporation disclose fund performance?

Hearthstone Inc., a California Corporation is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address23975 Park Sorrento, Suite #220, Calabasas, CA 91302
Office hours8 a.m. - 6 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary
Non-discretionary$2.44B
Total (RAUM)$2.44B

Service providers