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Stonehearth Capital Management LLC

● SEC registered since 2007CRD 128866SEC# 801-67868Danvers, MA
Export (members)
Reg. AUM
$386.7M
Employees
7
Accounts
1,400
Location
Danvers, MA

Stonehearth Capital Management LLC assets under management

Stonehearth Capital Management LLC operates as an SEC-registered investment adviser based in Danvers, MA. The firm has been registered since 2007. It reports $386.7 million in regulatory assets under management and employs 7 people.

Stonehearth Capital Management LLC owners & executives

2 reported
NameTitleOwnershipSince
Christopher John Gauthier ControlChief Investment OfficerUnder 5%2012
Jamie Allen Upson ControlManaging Member, Chief Compliance Officer, President & CeoOver 75%2017

Frequently asked questions

How much does Stonehearth Capital Management LLC manage?

Stonehearth Capital Management LLC reports $386.7 million in regulatory assets under management on its Form ADV.

How many employees does Stonehearth Capital Management LLC have?

Stonehearth Capital Management LLC reports 7 employees.

Where is Stonehearth Capital Management LLC located?

Stonehearth Capital Management LLC is based in Danvers, MA and has been SEC-registered since 2007.

Does Stonehearth Capital Management LLC disclose fund performance?

Stonehearth Capital Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address100 Conifer Hill Drive, Unit 105, Danvers, MA 01923
Phone978-624-3000
Fax978-624-3007
Office hours9:00a.m. - 5:00p.m.
SEC regionBoston Regional Office (BRO)
CIK1550191
Discloses disciplinary historyNo

Assets under management

Discretionary$386.7M
Non-discretionary$0
Total (RAUM)$386.7M