# STONEHEARTH CAPITAL MANAGEMENT LLC

STONEHEARTH CAPITAL MANAGEMENT LLC of DANVERS, MA is an SEC-registered investment adviser.

## Registration

- CRD: 128866
- Type: SEC-registered investment adviser
- SEC file number: 801-67868
- Location: 100 CONIFER HILL DRIVE, STE 105, DANVERS, MA, 01923
- Phone: 978-624-3000
- Latest filing: 2026-03-07
- Regulatory AUM: $425.4M
- Discretionary AUM: $425.4M
- Clients: 8
- Accounts: 1,338

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Other

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Jamie Allen Upson | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER, PRESIDENT & CEO | — |
| Christopher John Gauthier | CHIEF INVESTMENT OFFICER | — |
| PROUT RICHARD EDWARD | MANAGING MEMBER; PRINCIPAL; PRINCIPAL, CHIEF COMPLIANCE OFFICER | — |
| UPSON JAMIE ALLEN | CHIEF COMPLIANCE OFFICER, MANAGER; MANAGING MEMBER, CHIEF COMPLIANCE OFFICER, PRESIDENT & CEO | — |
| GAUTHIER CHRISTOPHER JOHN | CHIEF INVESTMENT OFFICER | — |
| MERRITHEW WILLAM B | CHIEF FINANCIAL OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/128866/brochure
- Similar advisers: https://search.stillhousedata.com/firm/128866/similar
- Related entities: https://search.stillhousedata.com/firm/128866/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/128866

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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.