Stonehearth Capital Management LLC
● SEC registered since 2007CRD 128866SEC# 801-67868Danvers, MA
Reg. AUM
$425.4M
Employees
8
Accounts
1,338
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 $425.4 million in regulatory assets under management and employs 8 people.
Stonehearth Capital Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher John Gauthier Control | Chief Investment Officer | Under 5% | 2012 |
| Jamie Allen Upson Control | Managing Member, Chief Compliance Officer, President & Ceo | Over 75% | 2017 |
Frequently asked questions
How much does Stonehearth Capital Management LLC manage?
Stonehearth Capital Management LLC reports $425.4 million in regulatory assets under management on its Form ADV.
How many employees does Stonehearth Capital Management LLC have?
Stonehearth Capital Management LLC reports 8 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
| Address | 100 Conifer Hill Drive, Ste 105, Danvers, MA 01923 |
| Phone | 978-624-3000 |
| Fax | 978-624-3007 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1550191 |
| Discloses disciplinary history | No |
Regulatory AUM
$425.4M▲ 10%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$425.4Mregulatory AUM
Discretionary $425.4M