Hirtle, Callaghan & Co., LLC
● SEC registered since 1988CRD 105403SEC# 801-32688West Conshohocken, PA
Ranks #469 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$25.41B
Fund GAV
$117.9M
Private funds
11
Employees
94
Accounts
1,739
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 $25.4 billion in regulatory assets under management and employs 94 people. Hirtle, Callaghan & Co., LLC manages 11 private funds with combined gross assets of $117.9 million, including Hirtle Callaghan Private Equity Offshore Fund VIII, Ltd. By regulatory assets, it ranks 469 of 6,004 private fund managers.
Hirtle, Callaghan & Co., LLC private funds
11 funds · $117.9M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Hirtle Callaghan Private Equity Offshore Fund VIII, Ltd. | Private Equity | $20.4M | $500K |
| Hirtle Callaghan Private Equity Offshore Fund VII, Ltd. | Private Equity | $20.2M | $500K |
| Hirtle Callaghan Private Equity Offshore Fund VI, Ltd. | Private Equity | $18.6M | $500K |
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Join to unlock · $37/moHirtle, Callaghan & Co., LLC owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexander Formariz | Chief Financial Officer | Under 5% | 2022 |
| Deborah Jr Hirtle Control | Director | Under 5% | 2020 |
| Garrett Rodgers Wilson Control | Managing Director | Under 5% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Hirtle, Callaghan & Co., LLC manage?
Hirtle, Callaghan & Co., LLC reports $25.4 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 $117.9 million.
How many employees does Hirtle, Callaghan & Co., LLC have?
Hirtle, Callaghan & Co., LLC reports 94 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
| Address | 300 Barr Harbor Drive, Fifth Floor, West Conshohocken, PA 19428-2998 |
| Phone | 610-828-7200 |
| Office hours | 8:30a.m. - 5:30p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1360710 |
| Discloses disciplinary history | No |
Regulatory AUM
$25.41B▲ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 4%
Larger than 96% of 16,271 advisers
AUM vs fund managersTop 8%
Larger than 92% of 6,004 private-fund managers
Number of fundsTop 23%
More funds than 77% of fund managers
EmployeesTop 7%
More than 93% of 16,825 advisers
Assets under management
$25.41Bregulatory AUM
Discretionary $24.44BNon-discretionary $968M
Fund type mix
Private Equity8
Hedge3