HEARTHSTONE INC., A CALIFORNIA CORPORATION of CALABASAS, CA is an SEC-registered investment adviser (CRD 112226). Regulatory assets under management: $2.4B.
Compensation: % of AUM, Fixed, Performance.
Clients served: Investment cos.
| Name | Role | Location |
|---|---|---|
| Mark Allan Porath | CEO | — |
| Steven Porath | CHIEF COMPLIANCE OFFICER | — |
| PORATH MARK ALLAN | CCO; CEO; CEO/CHIEF COMPLIANCE OFFICER (+4 more) | — |
| BUEROSSE MARCUS | DIRECTOR/COO | — |
| CARVER TRACY THOMPSON | DIRECTOR/GENERAL COUNSEL | — |
| BRUIN THOMAS G | DIRECTOR/PRESIDENT; DIRECTOR/PRESIDENT/CEO | — |
| BOTTE ANTHONY | DIRECTOR/SENIOR VICE PRESIDENT; SENIOR VICE PRESIDENT | — |
| BARCY JEFFREY SCOTT | DIRECTOR/EVP | — |
| BAILEY BRYAN | DIRECTOR | — |
| PUGASH STEPHANIE | DIRECTOR; DIRECTOR/TRUSTEE | — |
| VAN DUZER RICK | DIRECTOR | — |
| BLACK STEVE | DIRECTOR | — |
| LOEB HAMILTON | DIRECTOR/CEO; DIRECTOR/TRUSTEE | — |
| PUGASH JAMES ZACHARY | DIRECTOR/CEO | — |
| GRIFFIN JAMES K | DIRECTOR; DIRECTOR/SVP | — |
| Hurckes Michael | CCO | — |
| PORATH STEVEN | CHIEF COMPLIANCE OFFICER | — |
| Fund | Type | Formed | Owners | Gross asset value | 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 |
| City | State | Employees | Phone |
|---|---|---|---|
| MISSION VIEJO | CA | 7 | (949) 954-1920 |
| MISSION VIEJO | CA | 7 | (949) 954-1920 |