# HEARTHSTONE INC., A CALIFORNIA CORPORATION

HEARTHSTONE INC., A CALIFORNIA CORPORATION of CALABASAS, CA is an SEC-registered investment adviser.

## Registration

- CRD: 112226
- Type: SEC-registered investment adviser
- SEC file number: 801-55793
- Location: 23975 PARK SORRENTO, SUITE #220, CALABASAS, CA, 91302
- Phone: 818-385-0005
- Latest filing: 2025-03-27
- Regulatory AUM: $2.4B
- Non-discretionary AUM: $2.4B
- Clients: 24
- Accounts: 15

## Business model

- Compensation: % of AUM, Fixed, Performance
- Clients served: Investment cos

## Officers, owners & control persons (17)

| Name | Role | Location |
| --- | --- | --- |
| [Mark Allan Porath](https://search.stillhousedata.com/person/711255) | CEO | — |
| [Steven Porath](https://search.stillhousedata.com/person/711256) | CHIEF COMPLIANCE OFFICER | — |
| [PORATH MARK ALLAN](https://search.stillhousedata.com/person/754972) | CCO; CEO; CEO/CHIEF COMPLIANCE OFFICER (+4 more) | — |
| [BUEROSSE MARCUS](https://search.stillhousedata.com/person/754973) | DIRECTOR/COO | — |
| [CARVER TRACY THOMPSON](https://search.stillhousedata.com/person/754974) | DIRECTOR/GENERAL COUNSEL | — |
| [BRUIN THOMAS G](https://search.stillhousedata.com/person/754975) | DIRECTOR/PRESIDENT; DIRECTOR/PRESIDENT/CEO | — |
| [BOTTE ANTHONY](https://search.stillhousedata.com/person/754976) | DIRECTOR/SENIOR VICE PRESIDENT; SENIOR VICE PRESIDENT | — |
| [BARCY JEFFREY SCOTT](https://search.stillhousedata.com/person/754977) | DIRECTOR/EVP | — |
| [BAILEY BRYAN](https://search.stillhousedata.com/person/754978) | DIRECTOR | — |
| [PUGASH STEPHANIE](https://search.stillhousedata.com/person/754979) | DIRECTOR; DIRECTOR/TRUSTEE | — |
| [VAN DUZER RICK](https://search.stillhousedata.com/person/754980) | DIRECTOR | — |
| [BLACK STEVE](https://search.stillhousedata.com/person/754981) | DIRECTOR | — |
| [LOEB HAMILTON](https://search.stillhousedata.com/person/754982) | DIRECTOR/CEO; DIRECTOR/TRUSTEE | — |
| [PUGASH JAMES ZACHARY](https://search.stillhousedata.com/person/767574) | DIRECTOR/CEO | — |
| [GRIFFIN JAMES K](https://search.stillhousedata.com/person/801469) | DIRECTOR; DIRECTOR/SVP | — |
| [Hurckes Michael](https://search.stillhousedata.com/person/881059) | CCO | — |
| [PORATH STEVEN](https://search.stillhousedata.com/person/882649) | CHIEF COMPLIANCE OFFICER | — |


## Private funds (15)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| HEARTHSTONE HOUSING PARTNERS III, LLC | Real Estate Fund | Delaware | 1 | $417.2M | $50K |
| CAL HEARTHSTONE PUBLIC BUILDER LOT OPTION, LLC | Real Estate Fund | Delaware | 1 | $378.7M | $50K |
| SSP-HS LOT OPTION JOINT VENTURE B, LLC | Real Estate Fund | Delaware | 1 | $314.5M | $50K |
| OCS-HS LOT OPTION JOINT VENTURE II, LLC | Real Estate Fund | Delaware | 1 | $248.3M | $50K |
| SB-HS LOT OPTION JOINT VENTURE, LLC | Real Estate Fund | Delaware | 1 | $203.3M | $50K |
| R-HEARTHSTONE PUBLIC BUILDER LOT OPTION JV LLC | Real Estate Fund | Delaware | 1 | $202.4M | $50K |
| BP-HS ASTER, LLC | Real Estate Fund | Delaware | 2 | $148.7M | $50K |
| NP-HS LOT OPTION JOINT VENTURE VII, LLC | Real Estate Fund | Delaware | 1 | $130.1M | $50K |
| SSP-HS LOT OPTION JOINT VENTURE A, LLC | Real Estate Fund | Delaware | 1 | $101.4M | $50K |
| JC-HS MHP II, LLC | Real Estate Fund | Delaware | 1 | $86.7M | $50K |
| KW-HS LOT OPTION POOL 01, LLC | Real Estate Fund | Delaware | 1 | $69.3M | $50K |
| KW-HS LOT OPTION POOL 02, LLC | Real Estate Fund | Delaware | 1 | $69.3M | $50K |
| FP-HS LOT OPTION JOINT VENTURE-VALENCIA, LLC | Real Estate Fund | Delaware | 1 | $36.3M | $50K |
| BP-HS LOT OPTION JV IV, LLC | Real Estate Fund | Delaware | 1 | $29.8M | $50K |
| HEARTHSTONE HOUSING PARTNERS II, LLC | Real Estate Fund | Delaware | 1 | $1.2M | $50K |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| MISSION VIEJO | CA | 7 | (949) 954-1920 |
| MISSION VIEJO | CA | 7 | (949) 954-1920 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/112226/brochure
- Similar advisers: https://search.stillhousedata.com/firm/112226/similar
- Related entities: https://search.stillhousedata.com/firm/112226/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/112226

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.