Hirtle & Co., LLC

Registered investment advisor · West Conshohocken, Pennsylvania · CRD #105403

Assets Under Management

$25.4B

Client Accounts

1,739

Employees

CRD Number

105403

Registration

SEC Registered

Custodian

The Bank Of New York Mellon, U.s. Bank, N.a., Deutsche Bank Trust Company Americas

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Hirtle & Co., LLC

Hirtle, Callaghan & Co., LLC is a registered investment advisor firm based in West Conshohocken, Pennsylvania, established in 1988. The firm specializes in the Outsourced Chief Investment Officer (OCIO) model, providing discretionary investment advisory services to high-net-worth individuals, families, family offices, and institutions such as foundations and healthcare organizations. With approximately $19 billion in assets under management, Hirtle Callaghan focuses on delivering custom-designed

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Yes

Performance-based fees Yes

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Frequently Asked Questions

What is Hirtle & Co., LLC's AUM?

Hirtle & Co., LLC reports approximately $25.4B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Hirtle & Co., LLC headquartered?

Hirtle & Co., LLC is headquartered in West Conshohocken, Pennsylvania.

What is Hirtle & Co., LLC's CRD number?

Hirtle & Co., LLC's CRD number is 105403. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.