Hc Capital Partners, Llc
- Regulatory AUM
- $5.2B
- Discretionary
- $5.2B
- Clients
- 29
- Avg AUM / client
- $180M
- Accounts
- 29
- Employees
- 0
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 29 | $5.2B | 100.0% |
Private funds (30)
View all →Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $3.7B combined gross assets
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jonathan Jacob Hirtle | President, Executive Chairman | Aug 2008 (18y) | ≈ 42.19% – 100% via Hirtle Callaghan Holdings, Inc. | |
| 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% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Hirtle, Callaghan & Co., Llc | Member | Mar 2009 | A | 75% or more |
| Hirtle Callaghan Holdings, Inc. | Member | Aug 2008 | B | ≈ 56.25% – 100% via Hirtle, Callaghan & Co., Llc |
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% of Hirtle, Callaghan & Co., Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Hirtle Callaghan Holdings, Inc.: 75% – 100% of Hirtle, Callaghan & Co., Llc × 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 (30, $3.7B gross assets)
Top 25 of 30 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 6.97 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 pooled investment vehicles
- • Selection of other advisers
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
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) ↗