STONEHEARTH CAPITAL MANAGEMENT LLC
Legal name: STONEHEARTH CAPITAL MANAGEMENT
CRD #128866 SEC #801-67868 DANVERS, MA 978-624-3000
SEC Registered
Total AUM
$386.7M
Discretionary
$386.7M
Employees
7
Clients
1
Accounts
1,400
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $386.7M | $386.7M | $0 | 7 | 1 |
| Feb 2025 | $386.7M | $386.7M | $0 | 7 | 1 |
| Jul 2024 | $325.1M | $325.1M | $0 | 7 | 2 |
| Feb 2024 | $325.1M | $325.1M | $0 | 7 | 2 |
| Oct 2023 | $285.8M | $285.8M | $0 | 7 | 0 |
| Oct 2023 | $285.8M | $285.8M | $0 | 7 | 0 |
| May 2023 | $285.8M | $285.8M | $0 | 7 | 0 |
| Feb 2023 | $285.8M | $285.8M | $0 | 7 | 0 |
| Mar 2022 | $310.6M | $310.6M | $0 | 7 | 0 |
| Oct 2021 | $262.1M | $262.1M | $0 | 7 | 0 |
| Jun 2021 | $262.1M | $262.1M | $0 | 7 | 0 |
| Feb 2021 | $262.1M | $262.1M | $0 | 7 | 0 |
| Jan 2021 | $232.4M | $232.4M | $0 | 7 | 1 |
| Jun 2020 | $232.4M | $232.4M | $0 | 7 | 1 |
| Mar 2020 | $232.4M | $232.4M | $0 | 7 | 1 |
| Oct 2019 | $207.4M | $207.4M | $0 | 6 | 0 |
| Mar 2019 | $207.4M | $207.4M | $0 | 6 | 0 |
| Mar 2019 | $207.4M | $207.4M | $0 | 6 | 0 |
| Feb 2018 | $213.8M | $213.8M | $0 | 5 | 0 |
| Jul 2017 | $206.4M | $206.4M | $0 | 5 | 400 |
| Jun 2017 | $206.4M | $206.4M | $0 | 5 | 400 |
| May 2017 | $206.4M | $206.4M | $0 | 5 | 400 |
| Mar 2017 | $206.4M | $206.4M | $0 | 5 | 400 |
| Feb 2017 | $206.4M | $206.4M | $0 | 5 | 400 |
| Mar 2016 | $216M | $216M | $0 | 5 | 400 |
| May 2015 | $205M | $205M | $0 | 4 | 408 |
| Apr 2015 | $205M | $205M | $0 | 4 | 408 |
| Mar 2015 | $205M | $205M | $0 | 4 | 408 |
| Apr 2014 | $176M | $176M | $0 | 8 | 382 |
| Mar 2014 | $176M | $176M | $0 | 8 | 382 |
| Nov 2013 | $144M | $144M | $0 | 7 | 370 |
| Sep 2013 | $144M | $144M | $0 | 7 | 370 |
| Feb 2013 | $144M | $144M | $0 | 7 | 370 |
| Oct 2012 | $135M | $135M | $0 | 6 | 375 |
| Feb 2012 | $135M | $135M | $0 | 6 | 375 |
| Aug 2011 | $138M | $138M | $0 | 10 | -- |
| Jun 2011 | $138M | $138M | $0 | 10 | -- |
| Jun 2011 | $138M | $138M | $0 | 10 | -- |
| Oct 2010 | $117M | $117M | $0 | 10 | -- |
| Mar 2010 | $117M | $117M | $0 | 10 | -- |
| Jun 2009 | $108.1M | $106.5M | $1.6M | 10 | -- |
| Jan 2008 | $136M | $133.5M | $2.5M | 10 | -- |
| May 2007 | $118M | $115.7M | $2.3M | 10 | -- |
| May 2007 | $118M | $115.7M | $2.3M | 10 | -- |
| Apr 2007 | $118M | $115.7M | $2.3M | 10 | -- |
DateSep 2025
Total AUM$386.7M
Discretionary$386.7M
Non-Disc.$0
Employees7
Clients1
DateFeb 2025
Total AUM$386.7M
Discretionary$386.7M
Non-Disc.$0
Employees7
Clients1
DateJul 2024
Total AUM$325.1M
Discretionary$325.1M
Non-Disc.$0
Employees7
Clients2
DateFeb 2024
Total AUM$325.1M
Discretionary$325.1M
Non-Disc.$0
Employees7
Clients2
DateOct 2023
Total AUM$285.8M
Discretionary$285.8M
Non-Disc.$0
Employees7
Clients0
DateOct 2023
Total AUM$285.8M
Discretionary$285.8M
Non-Disc.$0
Employees7
Clients0
DateMay 2023
Total AUM$285.8M
Discretionary$285.8M
Non-Disc.$0
Employees7
Clients0
DateFeb 2023
Total AUM$285.8M
Discretionary$285.8M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$310.6M
Discretionary$310.6M
Non-Disc.$0
Employees7
Clients0
DateOct 2021
Total AUM$262.1M
Discretionary$262.1M
Non-Disc.$0
Employees7
Clients0
DateJun 2021
Total AUM$262.1M
Discretionary$262.1M
Non-Disc.$0
Employees7
Clients0
DateFeb 2021
Total AUM$262.1M
Discretionary$262.1M
Non-Disc.$0
Employees7
Clients0
DateJan 2021
Total AUM$232.4M
Discretionary$232.4M
Non-Disc.$0
Employees7
Clients1
DateJun 2020
Total AUM$232.4M
Discretionary$232.4M
Non-Disc.$0
Employees7
Clients1
DateMar 2020
Total AUM$232.4M
Discretionary$232.4M
Non-Disc.$0
Employees7
Clients1
DateOct 2019
Total AUM$207.4M
Discretionary$207.4M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$207.4M
Discretionary$207.4M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$207.4M
Discretionary$207.4M
Non-Disc.$0
Employees6
Clients0
DateFeb 2018
Total AUM$213.8M
Discretionary$213.8M
Non-Disc.$0
Employees5
Clients0
DateJul 2017
Total AUM$206.4M
Discretionary$206.4M
Non-Disc.$0
Employees5
Clients400
DateJun 2017
Total AUM$206.4M
Discretionary$206.4M
Non-Disc.$0
Employees5
Clients400
DateMay 2017
Total AUM$206.4M
Discretionary$206.4M
Non-Disc.$0
Employees5
Clients400
DateMar 2017
Total AUM$206.4M
Discretionary$206.4M
Non-Disc.$0
Employees5
Clients400
DateFeb 2017
Total AUM$206.4M
Discretionary$206.4M
Non-Disc.$0
Employees5
Clients400
DateMar 2016
Total AUM$216M
Discretionary$216M
Non-Disc.$0
Employees5
Clients400
DateMay 2015
Total AUM$205M
Discretionary$205M
Non-Disc.$0
Employees4
Clients408
DateApr 2015
Total AUM$205M
Discretionary$205M
Non-Disc.$0
Employees4
Clients408
DateMar 2015
Total AUM$205M
Discretionary$205M
Non-Disc.$0
Employees4
Clients408
DateApr 2014
Total AUM$176M
Discretionary$176M
Non-Disc.$0
Employees8
Clients382
DateMar 2014
Total AUM$176M
Discretionary$176M
Non-Disc.$0
Employees8
Clients382
DateNov 2013
Total AUM$144M
Discretionary$144M
Non-Disc.$0
Employees7
Clients370
DateSep 2013
Total AUM$144M
Discretionary$144M
Non-Disc.$0
Employees7
Clients370
DateFeb 2013
Total AUM$144M
Discretionary$144M
Non-Disc.$0
Employees7
Clients370
DateOct 2012
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees6
Clients375
DateFeb 2012
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees6
Clients375
DateAug 2011
Total AUM$138M
Discretionary$138M
Non-Disc.$0
Employees10
Clients--
DateJun 2011
Total AUM$138M
Discretionary$138M
Non-Disc.$0
Employees10
Clients--
DateJun 2011
Total AUM$138M
Discretionary$138M
Non-Disc.$0
Employees10
Clients--
DateOct 2010
Total AUM$117M
Discretionary$117M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$117M
Discretionary$117M
Non-Disc.$0
Employees10
Clients--
DateJun 2009
Total AUM$108.1M
Discretionary$106.5M
Non-Disc.$1.6M
Employees10
Clients--
DateJan 2008
Total AUM$136M
Discretionary$133.5M
Non-Disc.$2.5M
Employees10
Clients--
DateMay 2007
Total AUM$118M
Discretionary$115.7M
Non-Disc.$2.3M
Employees10
Clients--
DateMay 2007
Total AUM$118M
Discretionary$115.7M
Non-Disc.$2.3M
Employees10
Clients--
DateApr 2007
Total AUM$118M
Discretionary$115.7M
Non-Disc.$2.3M
Employees10
Clients--