Hirtle Callaghan & Co is a fund manager in West Conshohocken with $19.55 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Industry
Former names
Hirtle Callaghan & Co Inc
SEC CIK
SEC advisor number
801-32688
FINRA CRD number
105403
AUM ?
$19.55 bn
(as of 31 Mar 22)
Accounts
1,622
(as of 31 Mar 22)
Employees
102
(53 investment advisory or research)
Address
Hirtle Callaghan & Co
300 BARR HARBOR DRIVE STE 500
WEST CONSHOHOCKEN
PA 19428
300 BARR HARBOR DRIVE STE 500
WEST CONSHOHOCKEN
PA 19428
Office hours
Monday - Friday, 8:30AM - 5:30PM
Phone
610-828-7200
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Hirtle, Jonathan, Jacob | President, Executive Chairman | 06/1988 | < 5% |
Hirtle Callaghan Holdings, Inc. | Member (Class a Units) | 08/2008 | > 75% |
Hirtle, Jonathan, Jacob | President, Executive Chairmen, Shareholder (Voting Common Stock) | 06/1988 | > 75% |
Ehtisham, Syed, Umar Faisal | Chief Compliance Officer & Chief Risk Officer | 05/2018 | < 5% |
Gioffre, Erica, Evans | Head of Client Engagement | 07/2017 | < 5% |
Eisner, Jamie, Robert | General Counsel | 09/2018 | < 5% |
Trzepacz, Geoffrey, Allan | Chief Operating Officer | 01/2018 | < 5% |
Hamilton, Mark, Alan | Chief Investment Officer | 04/2018 | < 5% |
Tuttleman, Steven, Marc | Director | 04/2011 | < 5% |
Hirtle, Deborah, JR | Director | 12/2020 | < 5% |
Formariz, Alexander | Chief Financial Officer | 01/2022 | < 5% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Hirtle, Callaghan & Co., LLC | $19.55 bn | |
Hirtle Callaghan Private Equity Fund VI (A), L.P. | $13.65 mm | Private Equity Fund |
Hirtle Callaghan Private Equity Fund VI (B), L.P. | $18.31 mm | Private Equity Fund |
Hirtle Callaghan Private Equity Fund VII (A), L.P. | $12.56 mm | Private Equity Fund |
Hirtle Callaghan Private Equity Fund VII (B), L.P. | $37.32 mm | Private Equity Fund |
Hirtle Callaghan Private Equity Fund VIII (A), L.P. | $19.66 mm | Private Equity Fund |
Hirtle Callaghan Private Equity Offshore Fund VI, LTD. | $34.50 mm | Private Equity Fund |
Hirtle Callaghan Private Equity Offshore Fund VII, LTD. | $43.83 mm | Private Equity Fund |
Hirtle Callaghan Private Equity Offshore Fund VIII, LTD. | $48.57 mm | Private Equity Fund |
Hirtle Callaghan Total Return Offshore Fund II, LTD. | $155.11 mm | Hedge Fund |
Hirtle Callaghan Total Return Offshore Fund, LTD. | $20.99 mm | Hedge Fund |
Hirtle Callaghan Trading Partners, L.P. | $56.62 mm | Hedge Fund |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22
13F-HR
Quarterly holdings report by institutional manager
15 Nov 21
13F-HR
Quarterly holdings report by institutional manager
13 Aug 21
13F-HR
Quarterly holdings report by institutional manager
6 May 21
13F-HR
Quarterly holdings report by institutional manager
8 Feb 21