Hirtle & Co., Llc
SEC-registered
Investment Adviser · Large ($10B–$100B)
CRD 105403
· SEC file 801-32688
· West Conshohocken, PA
· WWW.HIRTLE.COM
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ADV data as of Mar 31, 2026
- Regulatory AUM
- $25.4B
- Discretionary
- $24.4B
- Clients
- 1,791
- Avg AUM / client
- $14.2M
- Accounts
- 1,739
- Employees
- 94
AUM over time
$17.8B
$26.1B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 895 | $233M | 0.92% |
| High net worth individuals | 559 | $4.8B | 18.9% |
| Investment companies | 14 | $10.6B | 41.6% |
| Pooled investment vehicles (non-investment companies) | 38 | $5.4B | 21.4% |
| Pension and profit sharing plans | 21 | $227M | 0.9% |
| Charitable organizations | 123 | $1.5B | 6.07% |
| Insurance companies | 2 | $88.0M | 0.35% |
| Corporations and other businesses | 132 | $1.8B | 7.23% |
| Other | 7 | $701M | 2.76% |
Private funds (11)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $221M combined gross assets
People (46)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jonathan Jacob Hirtle | President, Executive Chairman | Jun 1988 (38y) | ≈ 56.25% – 100% via Hirtle Callaghan Holdings, Inc. | |
| Susan H. Mcevoy | Managing Director | Apr 2007 (19y) | Less than 5% | |
| Terence Bradley Conger | Chief Investment Officer | CFA | Feb 2011 (15y) | Less than 5% |
| Tuttleman, Steven, Marc | Director | Apr 2011 (15y) | Less than 5% | |
| Garrett Rodgers Wilson | Managing Director | Jul 2014 (12y) | Less than 5% | |
| Trzepacz, Geoffrey, Allan | Chief Operating Officer | Jan 2018 (9y) | Less than 5% | |
| Ehtisham, Syed, Umar Faisal | Chief Compliance Officer & Chief Risk Officer | May 2018 (8y) | Less than 5% | |
| Eisner, Jamie, Robert | General Counsel | Sep 2018 (8y) | Less than 5% | |
| Hirtle, Deborah, Jr | Director | Dec 2020 (6y) | Less than 5% | |
| Formariz, Alexander | Chief Financial Officer | Jan 2022 (5y) | Less than 5% | |
| Mark Joseph Bagley | Registered representative | Sep 1999 (27y) | ||
| Douglas Joseph Monty | Registered representative | Oct 2001 (25y) | ||
| Christopher Todd Valerio | Registered representative | CFA | Mar 2004 (22y) | |
| Brad Allyn Hostetter | Registered representative | Apr 2005 (21y) | ||
| William Lawrence Hagan | Registered representative | Aug 2005 (21y) | ||
| Nicholas Joseph Fazzie | Registered representative | Jan 2007 (20y) | ||
| Matthew Stewart Mead | Registered representative | CFA | Nov 2010 (16y) | |
| Alan E. Weissberger | Registered representative | May 2012 (14y) | ||
| John Wheaton Griffith | Registered representative | Sep 2014 (12y) | ||
| Brian Gilchrist Ilsley | Registered representative | CFP CFA | Jan 2017 (10y) | |
| Paul Alan Shaffer | Registered representative | CFA | Jan 2017 (10y) | |
| Robert Malone Eberley | Registered representative | Dec 2017 (9y) | ||
| Gregory Bonner Pearce | Registered representative | Jan 2018 (9y) | ||
| Richard F Fonash | Registered representative | CFA | Jan 2018 (9y) | |
| Catherine Helen Lee | Registered representative | CFA | Dec 2018 (8y) | |
| Paul Joseph Staab | Registered representative | CFA | Dec 2018 (8y) | |
| Thomas Loran Austin | Registered representative | CFA | Apr 2019 (7y) | |
| Christopher Seidl | Registered representative | CFA | Jul 2019 (7y) | |
| Stephen Vaccaro | Registered representative | CFA | Sep 2019 (7y) | |
| Andrew J Ramsey | Registered representative | Aug 2020 (6y) | ||
| Matthew Christopher Madel | Registered representative | CFA | Jan 2021 (6y) | |
| Kristofer Thomas Kelleher | Registered representative | May 2021 (5y) | ||
| Rick Owen Rentschler | Registered representative | Jun 2021 (5y) | ||
| Kyle Christopher Jorgensen | Registered representative | CFA | Jul 2021 (5y) | |
| Benjamin Ki Park | Registered representative | CFA | Jul 2021 (5y) | |
| John Conrad Fabie | Registered representative | Aug 2021 (5y) | ||
| Denise Ellen Mc Clain | Registered representative | Sep 2021 (5y) | ||
| Daniel Robert Miller | Registered representative | Oct 2021 (5y) | ||
| Adam Ross Bergen | Registered representative | Jan 2022 (5y) | ||
| Michael Franklin Casey | Registered representative | Aug 2022 (4y) | ||
| John Michael Bozzone | Registered representative | Nov 2023 (3y) | ||
| Bruce Anderson Self | Registered representative | CFA | Jan 2024 (3y) | |
| Christopher James Colapinto | Registered representative | Mar 2024 (2y) | ||
| Erin Michelle Byrd | Registered representative | Jun 2025 (1y) | ||
| Derek Ethan Jordan | Registered representative | Dec 2025 (1y) | ||
| Rachael Marie Ferraro | Registered representative | May 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Hirtle Callaghan Holdings, Inc. | Member (Class A Units) | Aug 2008 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Jonathan Jacob Hirtle: 75% – 100% of Hirtle Callaghan Holdings, Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (11, $221M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Hirtle Callaghan Total Return Offshore Fund Ii, Ltd. | Hedge Fund | $46.8M | $500K | 60 |
| Hirtle Callaghan Private Equity Offshore Fund Vii, Ltd. | Private Equity Fund | $28.7M | $500K | 82 |
| Hirtle Callaghan Private Equity Offshore Fund Vi, Ltd. | Private Equity Fund | $28.5M | $500K | 59 |
| Hirtle Callaghan Private Equity Offshore Fund Viii, Ltd. | Private Equity Fund | $26.6M | $500K | 65 |
| Hirtle Callaghan Private Equity Fund Vii (B), L.P. | Private Equity Fund | $24.2M | $500K | 39 |
| Hirtle Callaghan Private Equity Fund Vi (B), L.P. | Private Equity Fund | $15.2M | $500K | 42 |
| Hirtle Callaghan Trading Partners, L.P. | Hedge Fund | $14.2M | $500K | 87 |
| Hirtle Callaghan Private Equity Fund Vi (A), L.P. | Private Equity Fund | $11.3M | $500K | 74 |
| Hirtle Callaghan Private Equity Fund Viii (A), L.P. | Private Equity Fund | $10.5M | $500K | 79 |
| Hirtle Callaghan Private Equity Fund Vii (A), L.P. | Private Equity Fund | $8.3M | $500K | 79 |
| Hirtle Callaghan Total Return Offshore Fund, Ltd. | Hedge Fund | $6.6M | $500K | 31 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 3.88 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- BNY Mellon $5.3B (21% of AUM) Mar 2026
- U.S. Bank $5.0B (20% of AUM) Mar 2026
- Deutsche Bank Trust Company Americas $4.3B (17% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗