Hearthstone Inc., a California Corporation
CRD 112226SEC# 801-55793Calabasas, CA
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 #1,971 of 6,004 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 1,971 of 6,004 private fund managers.
Hearthstone Inc., a California Corporation private funds
15 funds · $2.44B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Hearthstone Housing Partners III, LLC | Real Estate | $417.2M | $50K |
| Cal Hearthstone Public Builder Lot Option, LLC | Real Estate | $378.7M | $50K |
| Ssp-Hs Lot Option Joint Venture B, LLC | Real Estate | $314.5M | $50K |
See all 15 funds — unlock the full record.
Join to unlock · $37/moHearthstone Inc., a California Corporation owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Mark Allan Porath Control | Ceo | Over 75% | 2022 |
| Steven Porath | Chief Compliance Officer | Under 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
| Address | 23975 Park Sorrento, Suite #220, Calabasas, CA 91302 |
| Office hours | 8 a.m. - 6 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$2.44BNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 20%
Larger than 80% of 16,271 advisers
AUM vs fund managersTop 33%
Larger than 67% of 6,004 private-fund managers
Number of fundsTop 17%
More funds than 83% of fund managers
EmployeesTop 21%
More than 79% of 16,825 advisers
Assets under management
$2.44Bregulatory AUM
Discretionary $0Non-discretionary $2.44B
Service providers
Auditor
Custodian