# Stonehearth Capital Management

Stonehearth Capital Management is a Multi Family Office based in Danvers, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Danvers, United States
- **Region:** North America
- **Address:** Danvers, MA, United States
- **Founded:** 2004
- **Assets under management:** Undisclosed
- **Website:** stonehearthcapital.com
- **LinkedIn:** https://www.linkedin.com/company/stonehearthcapital

## Regulatory record

- **CRD number:** 128866
- **SEC file number:** 801-67868
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-07T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/128866

## About

STONEHEARTH CAPITAL MANAGEMENT is an SEC-registered investment adviser in DANVERS, MA, registered since 2007. The firm manages approximately $425 million in assets. It employs 8 staff and 5 investment advisers.

## Sectors

- Real Estate
- Private Credit
- Healthcare Services
- Technology

## People

- Peter M. D'Angelo — Founder & President
- Arthur T. French — Partner

## Questions

### Who makes investment decisions at Stonehearth Capital Management?

Founder and President Peter M. D'Angelo leads the investment committee, supported by Partner Arthur T. French. The firm uses an internal research team to select and monitor third-party fund managers and separately managed account strategists. Individual client portfolios are tailored from the approved manager roster, with principals directly involved in allocation decisions.

### How does Stonehearth source investment opportunities?

Stonehearth does not originate proprietary direct deals. In private markets, the firm accesses opportunities through established institutional fund managers where it has maintained relationships since the mid-2000s. Public-market equity and fixed-income exposure runs through separately managed accounts at institutional strategists, supplemented by direct indexing overlays for tax optimization. The firm's sourcing advantage is manager-access, not deal-by-deal origination.

### Does the firm run a pooled fund or only separate accounts?

Stonehearth primarily constructs client portfolios through separately managed accounts on the public-markets side and fund commitments in private markets. The firm does not operate a proprietary commingled fund. Private-market exposure is accessed through third-party institutional funds, not a Stonehearth-branded vehicle, which preserves the firm's independent gatekeeping posture.

### Which types of clients does Stonehearth typically serve?

The firm's client base consists of high-net-worth families, many of whom have concentrated equity positions from operating businesses or pre-IPO holdings in New England-based technology and life sciences companies. The practice is built around families navigating a single large liquidity event or holding a dominant single-stock position that requires tax-aware diversification.

## Related profiles

- [Fee-Only Financial Planning](https://altss.com/profile/fee-only-financial-planning)
- [GWN Securities](https://altss.com/profile/gwn-securities-inc)

---

Last updated: 2026-07-06T01:24:26.114Z

Canonical page: https://altss.com/profile/stonehearth-capital-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology