HEARTHSTONE INC., A CALIFORNIA CORPORATION
CRD #112226 SEC #801-55793 CALABASAS, CA 818-385-0005
SEC Registered Private Funds
Total AUM
$2.4B
Discretionary
$0
Employees
24
Clients
0
Accounts
15
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2.4B | $0 | $2.4B | 24 | 15 |
| Mar 2024 | $1.8B | $0 | $1.8B | 23 | 12 |
| Jun 2023 | $2B | $0 | $2B | 22 | 17 |
| Mar 2023 | $2B | $0 | $2B | 22 | 17 |
| Mar 2022 | $1.6B | $0 | $1.6B | 23 | 18 |
| Mar 2021 | $884.2M | $0 | $884.2M | 17 | 39 |
| Mar 2020 | $861.9M | $0 | $861.9M | 18 | 37 |
| Mar 2019 | $704.5M | $0 | $704.5M | 17 | 36 |
| Mar 2018 | $566.5M | $0 | $566.5M | 20 | 32 |
| Mar 2017 | $520M | $0 | $520M | 20 | 26 |
| Mar 2016 | $393M | $0 | $393M | 20 | 26 |
| Mar 2015 | $300M | $0 | $300M | 20 | 26 |
| Mar 2014 | $550M | $550M | $0 | 22 | 26 |
| Mar 2013 | $600M | $600M | $0 | 22 | 11 |
| Mar 2012 | $575M | $575M | $0 | 11 | 11 |
DateMar 2025
Total AUM$2.4B
Discretionary$0
Non-Disc.$2.4B
Employees24
Clients15
DateMar 2024
Total AUM$1.8B
Discretionary$0
Non-Disc.$1.8B
Employees23
Clients12
DateJun 2023
Total AUM$2B
Discretionary$0
Non-Disc.$2B
Employees22
Clients17
DateMar 2023
Total AUM$2B
Discretionary$0
Non-Disc.$2B
Employees22
Clients17
DateMar 2022
Total AUM$1.6B
Discretionary$0
Non-Disc.$1.6B
Employees23
Clients18
DateMar 2021
Total AUM$884.2M
Discretionary$0
Non-Disc.$884.2M
Employees17
Clients39
DateMar 2020
Total AUM$861.9M
Discretionary$0
Non-Disc.$861.9M
Employees18
Clients37
DateMar 2019
Total AUM$704.5M
Discretionary$0
Non-Disc.$704.5M
Employees17
Clients36
DateMar 2018
Total AUM$566.5M
Discretionary$0
Non-Disc.$566.5M
Employees20
Clients32
DateMar 2017
Total AUM$520M
Discretionary$0
Non-Disc.$520M
Employees20
Clients26
DateMar 2016
Total AUM$393M
Discretionary$0
Non-Disc.$393M
Employees20
Clients26
DateMar 2015
Total AUM$300M
Discretionary$0
Non-Disc.$300M
Employees20
Clients26
DateMar 2014
Total AUM$550M
Discretionary$550M
Non-Disc.$0
Employees22
Clients26
DateMar 2013
Total AUM$600M
Discretionary$600M
Non-Disc.$0
Employees22
Clients11
DateMar 2012
Total AUM$575M
Discretionary$575M
Non-Disc.$0
Employees11
Clients11