{"url":"https://nivawealth.com/firms/hirtle-and-105403","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/105403","regulatoryAum":25408076764,"crd":"105403","secFileNumber":"801-32688","legalName":"Hirtle & Co., LLC","displayName":"Hirtle &","website":"http://www.hirtle.com","linkedinUrl":"https://www.linkedin.com/company/hirtle-callaghan-&-co./","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"300 Barr Harbor Drive, Fifth Floor","city":"West Conshohocken","state":"PA","stateName":"Pennsylvania","country":"United States","postalCode":"19428-2998"},"tradeNames":[],"registration":{"secApproved":"19 August 1988","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":94,"advisory":48,"brokerDealerReps":0,"insuranceAgents":0,"promoters":1},"aum":{"discretionary":24440044794,"discretionaryAccounts":1726,"nonDiscretionary":968031970,"nonDiscretionaryAccounts":13,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":895,"regulatoryAum":232881468},{"label":"High-net-worth individuals","clients":559,"regulatoryAum":4790595419},{"label":"Investment companies","clients":14,"regulatoryAum":10560282045},{"label":"Pooled investment vehicles","clients":38,"regulatoryAum":5430967935},{"label":"Pension and profit-sharing plans","clients":21,"regulatoryAum":227491339},{"label":"Charitable organizations","clients":123,"regulatoryAum":1541019426},{"label":"Insurance companies","clients":2,"regulatoryAum":88035907},{"label":"Corporations and other businesses","clients":132,"regulatoryAum":1836143216},{"label":"Other","clients":7,"regulatoryAum":700660009}],"fees":[],"feeNotes":[],"custodians":[{"name":"Deutsche Bank Trust Company Americas","shortName":"Deutsche Bank Trust Company Americas","location":"New York, NY","smaAssets":4336192702},{"name":"The Bank of New York Mellon","shortName":"The Bank of New York Mellon","location":"New York, NY","smaAssets":5340321950},{"name":"U.S. Bank, N.A.","shortName":"U.S. Bank, N.A.","location":"Cincinnati, OH","smaAssets":4957957163}],"custodyNote":"Hirtle & has custody of $117.9M for 11 clients.","otherCustodians":[],"leadership":[{"name":"Jonathan Hirtle","title":"President, Executive Chairman","crd":"1076063"},{"name":"Alexander Formariz","title":"Chief Financial Officer","crd":"6793276"},{"name":"Geoffrey Trzepacz","title":"Chief Operating Officer","crd":"6740094"},{"name":"Syed Ehtisham","title":"Chief Compliance Officer & Chief Risk Officer","crd":"5255031"},{"name":"Terence Conger","title":"Chief Investment Officer","crd":"2249677"},{"name":"Jamie Eisner","title":"General Counsel","crd":"7041895"},{"name":"Deborah Hirtle","title":"Director","crd":"7358167"},{"name":"Susan McEvoy","title":"Managing Director","crd":"5211449"},{"name":"Steven Tuttleman","title":"Director","crd":"7190549"},{"name":"Garrett Wilson","title":"Managing Director","crd":"5378505"}],"ownership":[{"label":"Hirtle Callaghan Holdings, Inc.","detail":"Member (class a units) in the 75% or more ownership band and a control person, since August 2008."},{"label":"Jonathan Hirtle","detail":"Indirect owner: a president, executive chairmen, shareholder (voting common stock) of Hirtle Callaghan Holdings, Inc. in the 75% or more band and a control person, since June 1988.","parent":"Hirtle Callaghan Holdings, Inc."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":6,"privateResidences":1},"listedOfficeAddresses":6,"officesByState":[{"state":"Arizona","offices":1,"addresses":[{"street":"6720 North Scottsdale Road","city":"Scottsdale"}]},{"state":"Colorado","offices":1,"addresses":[{"street":"3200 Cherry Creek South Drive","city":"Denver"}]},{"state":"Florida","offices":1,"addresses":[{"street":"525 Clematis Street","city":"West Palm Beach"}]},{"state":"Minnesota","offices":1,"addresses":[{"street":"10 West End","city":"Minneapolis"}]},{"state":"Pennsylvania","offices":1,"addresses":[{"street":"300 Barr Harbor Drive, Fifth Floor","city":"West Conshohocken","headquarters":true}]},{"state":"Texas","offices":1,"addresses":[{"street":"820 Gessner Road","city":"Houston"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"610-828-7200","stateRegisteredReps":38,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for individuals and/or small businesses","Portfolio management for investment companies","Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients","Selection of other advisers (including private fund managers)"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":9},{"label":"U.S. government/agency bonds","percent":2},{"label":"U.S. state and local bonds","percent":4},{"label":"Investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":54},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":27},{"label":"Cash and cash equivalents","percent":3},{"label":"Other","percent":1,"detail":"MLP Securities and Abs/MBS/RMS Securities"}],"privateFunds":11},"sources":{"adv1FilingDate":"31 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/105403/PDF/105403.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Hirtle & have?","answer":"Hirtle & has 1,791 clients and manages $25.4 billion for them, as of March 2026. They include 895 other individuals, 559 high-net-worth individuals and 132 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Hirtle & offer?","answer":"Hirtle & provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Hirtle & use?","answer":"Hirtle &’s separately managed account assets are held at The Bank of New York Mellon (New York, NY), with $5,340,321,950, U.S. Bank, N.A. (Cincinnati, OH), with $4,957,957,163 and Deutsche Bank Trust Company Americas (New York, NY), with $4,336,192,702. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Hirtle & have?","answer":"Hirtle & has 38 investment adviser representatives registered with state securities authorities, out of 94 employees, and 48 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Hirtle & invest in?","answer":"At the end of its last fiscal year, Hirtle &’s separately managed accounts held 54% registered funds (mutual funds, ETFs, BDCs), 27% pooled vehicles (private funds and similar), 9% exchange-traded equities, 4% state and local bonds, 3% cash and equivalents, 2% U.S. government and agency bonds, 1% investment grade corporate bonds and 1% mlp securities and abs/mbs/rms securities. It advises 11 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Hirtle &?","answer":"Hirtle & is owned through a holding company by Jonathan Hirtle. Its direct owner is Hirtle Callaghan Holdings, Inc. (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Hirtle & get paid?","answer":"Hirtle & is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}