Stonehearth Capital Management is an investment advisor in Danvers with $285.78 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
421632296
SEC advisor number
801-67868
FINRA CRD number
128866
AUM ?
$285.78 mm
(as of 4 May 23)
Accounts
1,266
(as of 4 May 23)
Employees
7
(4 investment advisory or research)
Address
Stonehearth Capital Management
199 ROSEWOOD DRIVE
SUITE 200
DANVERS
MA 01923
199 ROSEWOOD DRIVE
SUITE 200
DANVERS
MA 01923
Office hours
Monday - Friday, 9:00AM - 5:00PM
Phone
978-624-3000
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Upson, Jamie, Allen | Managing Member, Chief Compliance Officer, President & CEO | 01/2017 | > 75% |
Gauthier, Christopher, John | Chief Investment Officer | 05/2012 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
2 Apr 24
13F-HR
Quarterly holdings report by institutional manager
8 Jan 24
13F-HR
Quarterly holdings report by institutional manager
11 Oct 23
13F-HR
Quarterly holdings report by institutional manager
6 Jul 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
4 Apr 23
13F-HR
Quarterly holdings report by institutional manager
4 Apr 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
10 Feb 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
9 Feb 23
13F-HR
Quarterly holdings report by institutional manager
3 Jan 23
13F-HR
Quarterly holdings report by institutional manager
5 Oct 22