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Type	Result	AUM

SB-HS Lot Option Joint Venture LLC
Firm	Hearthstone Inc A California Corporation ✚
Fund #	805-7309730282
CIK #
Sale
Fund	Real Estate Fund
Phone
Address
Source	[IAPD]

Fund AUM and Sold ($M)

Fund Details
Director	Hearthstone Professionals -PI LP
Custodian	Bank of America Merill Lynch
Auditor	Ernst & Young LLP
Marketer
Broker
Jurisdiction

Form D Offering
Investors	1

Comparable Firms	State	AUM
Momentum Wealth Planning LLC ✚		204.5 M
Prospect Financial Group LLC ✚		204.4 M
Royal Capital Wealth Management LLC ✚		204.2 M
Frankly Finances LLC ✚		204.2 M
Viden Arbor Capital LLC ✚		204.1 M
Moler Capital Management LLC ✚		203.8 M
Ball & Company Wealth Management Inc ✚		203.1 M
Harmont Fixed Income LLC ✚		202.8 M
Phil A Younker & Associates Ltd ✚		202.2 M
Naylor Capital LLC ✚		202.1 M

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