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| hi!! I just updated the data, let me know if anything looks off, I'll fix it! |
| Hirtle Callaghan & Co LLC
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| |
|---|---|
| CRD # | 105403 |
| SEC # | 801-32688 |
| CIK # | 0001360710 |
| AUM | $21.0 B (2025-03-31) |
| Employees | 93 (54% Investors, 0% Brokers) |
| Phone | 610-828-7200 |
| Address | 300 Barr Harbor Drive West Conshohocken, PA 19428-2998 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Alphabet Inc | 0.0 | ||
| Golub Capital BDC Inc | 0.0 | ||
| Philip Morris International Inc | 0.0 | ||
| Altria Group Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Hirtle Callaghan Absolute Return Offshore Fund II Ltd | 2012-03-29 | 182.4 | |
| HF | Hirtle Callaghan Absolute Return Offshore Fund Ltd | 2012-03-29 | 51.5 | |
| PE | Hirtle Callaghan Private Equity Fund III LP | 2012-03-29 | 2.2 | |
| PE | Hirtle Callaghan Private Equity Fund II LP | 2012-03-29 | 2.0 | |
| PE | Hirtle Callaghan Private Equity Fund IV LP | 2012-03-29 | 5.4 | |
| PE | Hirtle Callaghan Private Equity Fund LP | 2012-03-29 | 2.2 | |
| PE | Hirtle Callaghan Private Equity Fund VI A LP | [2012-03-29] | 7.3 | |
| PE | Hirtle Callaghan Private Equity Fund VI B LP | [2012-03-29] | 9.8 | |
| PE | Hirtle Callaghan Private Equity Fund VII A LP | [2012-03-29] | 7.6 | |
| PE | Hirtle Callaghan Private Equity Fund VII B LP | [2012-03-29] | 22.5 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 906 | 0.2 |
| (b) Individuals (high net worth individuals) | 519 | 3.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 14 | 9.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 39 | 5.1 |
| (g) Pension and profit sharing plans | 24 | 0.3 |
| (h) Charitable organizations | 168 | 1.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 3 | 0.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 77 | 0.6 |
| (n) Other | 9 | 0.7 |
| Total | 1,746 | 21.0 |
| By Discretionary | ||
| Discretionary | 1,746 | 21.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,746 | 21.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 20.9 | |
| Total | 1,746 | 21.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Robert Zion | 27 | ||
| Jonathan Hirtle | 31 | ||
| Hirtle Callaghan & Co LLC | 4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001360710] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Hirtle Callaghan & Co LLC
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|
PA | 21.0 |
|
HC Capital Partners LLC
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|
PA | 3.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
First Pacific Advisors LP
✚
|
CA | 26.7 |
|
Voya Alternative Asset Management LLC
✚
|
NY | 25.8 |
|
BTG Pactual Asset Management US LLC
✚
|
NY | 25.6 |
|
Citi Global Alternatives LLC
✚
|
NY | 24.4 |
|
Westfield Capital Management Company LP
✚
|
MA | 23.6 |
|
Summit Rock Advisors LP
✚
|
NY | 23.5 |
|
JP Morgan Alternative Asset Management Inc
✚
|
NY | 21.8 |
|
Segall Bryant & Hamill LLC
✚
|
IL | 21.3 |
|
Thompson Siegel & Walmsley LLC
✚
|
VA | 20.8 |
|
Modera Wealth Management LLC
✚
|
NJ | 15.5 |