Investment adviser · CRD 128866
STONEHEARTH CAPITAL MANAGEMENT
Investment adviser filing (IA)
STONEHEARTH CAPITAL MANAGEMENT LLC
DANVERS, MA, United States · Form ADV filed Mar 7, 2026
- Regulatory AUM
- $425M Form ADV · Item 5.F
- Client accounts
- 1,338 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 131 | $262,701,683 | 61.8% |
| Individuals | 359 | $162,709,472 | 38.2% |
Filing source
Form ADV 2046483 · Mar 7, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 7, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly
Principal office
100 CONIFER HILL DRIVE, STE 105DANVERS, MA, 01923, United States
CRD 128866
Filing source
Form ADV 2046483 · Mar 7, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.