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| Hirtle Callaghan & Co LLC
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|---|---|
| CRD # | 105403 |
| SEC # | 801-32688 |
| CIK # | 0001360710 |
| AUM | 25.4 B (2026-03-31) |
| Employees | 94 (51% 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 | ||
| Altria Group Inc | 0.0 | ||
| Golub Capital BDC Inc | 0.0 | ||
| Philip Morris International Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 895 | 0.2 |
| (b) Individuals (high net worth individuals) | 559 | 4.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 14 | 10.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 38 | 5.4 |
| (g) Pension and profit sharing plans | 21 | 0.2 |
| (h) Charitable organizations | 123 | 1.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 2 | 0.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 132 | 1.8 |
| (n) Other | 7 | 0.7 |
| Total | 1,739 | 25.4 |
| By Discretionary | ||
| Discretionary | 1,726 | 24.4 |
| Non-Discretionary | 13 | 1.0 |
| Total | 1,739 | 25.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 25.2 | |
| Total | 1,739 | 25.4 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Robert Zion | 27 | 4 | ||
| Jonathan Hirtle | 31 | 3 | ||
| Hirtle Callaghan & Co LLC | 4 | 3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001360710] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $20.9B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund, Private Equity |
| Related Firms | State | AUM |
|---|---|---|
|
Hirtle Callaghan & Co LLC
✚
|
PA | 25.4 B |
|
HC Capital Partners LLC
✚
|
PA | 5.2 B |
| Comparable Firms | State | AUM |
|---|---|---|
|
First Pacific Advisors LP
✚
|
CA | 32.0 B |
|
Muzinich & Co Inc
✚
|
NY | 31.3 B |
|
BTG Pactual Asset Management US LLC
✚
|
NY | 30.1 B |
|
JP Morgan Alternative Asset Management Inc
✚
|
NY | 29.7 B |
|
Summit Rock Advisors LP
✚
|
NY | 26.2 B |
|
Westfield Capital Management Company LP
✚
|
MA | 24.4 B |
|
Segall Bryant & Hamill LLC
✚
|
IL | 22.6 B |
|
Thompson Siegel & Walmsley LLC
✚
|
VA | 21.1 B |
|
Capricorn Investment Group LLC
✚
|
NY | 18.9 B |
|
Modera Wealth Management LLC
✚
|
NJ | 17.7 B |