Hearthstone, A California Corporation is a large advisory firm based in Calabasas. It manages $600 million of regulatory assets for 20 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.
Hearthstone, A California Corporation provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and real estate investment. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Hearthstone, A California Corporation is $600 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Hearthstone, A California Corporation for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Mark Allan Porath has been acting as President since 1 Dec 1994. Stephanie Pugash joined the executive team most recently as the Director/Trustee.
The principal office where Hearthstone, A California Corporation performs its advisory services is located at 24151 Ventura Blvd., Calabasas, CA 91302, which is also the mailing address of the firm. An additional office of the firm is in Solana Beach, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 818-385-0005 or by fax 818-385-0310. The normal business hours are 8 am - 6 pm on Monday - Friday. You can find more information about the New York firm at www.hearthstone.com.