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Hirtle, Callaghan & Co., LLC

● SEC registered since 1988CRD 105403SEC# 801-32688West Conshohocken, PA
Export (members)
Ranks #342 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$20.99B
Fund GAV
$191.9M
Private funds
11
Employees
93
Accounts
1,746
Location
West Conshohocken, PA

Hirtle, Callaghan & Co., LLC assets under management

Hirtle, Callaghan & Co., LLC is a registered investment adviser overseen by the SEC based in West Conshohocken, PA. The firm has been registered since 1988. It reports $21 billion in regulatory assets under management and employs 93 people. Hirtle, Callaghan & Co., LLC manages 11 private funds with combined gross assets of $191.9 million, including Hirtle Callaghan Total Return Offshore Fund II, Ltd. By regulatory assets, it ranks 342 of 5,911 private fund managers.

Hirtle, Callaghan & Co., LLC private funds

11 funds · $191.9M GAV
FundTypeGross assetsMin.
Hirtle Callaghan Total Return Offshore Fund II, Ltd.Hedge$46.8M$500K
Hirtle Callaghan Private Equity Offshore Fund VII, Ltd.Private Equity$26.4M$500K
Hirtle Callaghan Private Equity Offshore Fund VIII, Ltd.Private Equity$22.9M$500K
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Hirtle, Callaghan & Co., LLC owners & executives

12 reported
NameTitleOwnershipSince
Alexander FormarizChief Financial OfficerUnder 5%2022
Deborah Jr Hirtle ControlDirectorUnder 5%2020
Garrett Rodgers Wilson ControlManaging DirectorUnder 5%2023
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Frequently asked questions

How much does Hirtle, Callaghan & Co., LLC manage?

Hirtle, Callaghan & Co., LLC reports $21 billion in regulatory assets under management on its Form ADV.

How many private funds does Hirtle, Callaghan & Co., LLC manage?

Hirtle, Callaghan & Co., LLC manages 11 private funds with combined gross assets of $191.9 million.

How many employees does Hirtle, Callaghan & Co., LLC have?

Hirtle, Callaghan & Co., LLC reports 93 employees.

Where is Hirtle, Callaghan & Co., LLC located?

Hirtle, Callaghan & Co., LLC is based in West Conshohocken, PA and has been SEC-registered since 1988.

Does Hirtle, Callaghan & Co., LLC disclose fund performance?

Hirtle, Callaghan & Co., LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address300 Barr Harbor Drive, Fifth Floor, West Conshohocken, PA 19428-2998
Phone610-828-7200
Office hours8:30a.m. - 5:30p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1360710
Discloses disciplinary historyNo

Assets under management

Discretionary$20.99B
Non-discretionary$0
Total (RAUM)$20.99B

Service providers