{
  "crd_number": 105403,
  "slug": "hirtle-and-co-llc-west-conshohocken-pa-105403",
  "primary_business_name": "HIRTLE & CO., LLC",
  "legal_name": "HIRTLE & CO., LLC",
  "dbas": [],
  "city": "West Conshohocken",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "37980",
  "metro": {
    "cbsa_code": "37980",
    "common_name": "Philadelphia",
    "msa_name": "Philadelphia-Camden-Wilmington, PA-NJ-DE-MD",
    "path": "/advisors/pa/philadelphia"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1988-08-19",
  "years_registered": 38,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 25408076764.0,
  "raum_discretionary": 24440044794.0,
  "raum_non_discretionary": 968031970.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 94,
  "advisory_employees": 48,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 700660009.0,
      "count": 7,
      "description": "HEALTHCARE"
    },
    "charitable": {
      "raum": 1541019426.0,
      "count": 123
    },
    "individuals": {
      "raum": 232881468.0,
      "count": 895
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 88035907.0,
      "count": 2
    },
    "investment_companies": {
      "raum": 10560282045.0,
      "count": 14
    },
    "pension_profit_sharing": {
      "raum": 227491339.0,
      "count": 21
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 4790595419.0,
      "count": 559
    },
    "pooled_investment_vehicles": {
      "raum": 5430967935.0,
      "count": 38
    },
    "corporations_other_businesses": {
      "raum": 1836143216.0,
      "count": 132
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "ID",
    "IL",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "NC",
    "NH",
    "NJ",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "SC",
    "TN",
    "TX",
    "UT",
    "VA",
    "WA",
    "WV",
    "WY"
  ],
  "websites": [
    "https://hirtle.com",
    "https://linkedin.com/COMPANY/HIRTLE-CALLAGHAN-&-CO."
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/105403",
  "city_as_filed": "WEST CONSHOHOCKEN",
  "url": "https://advisorcensus.com/firm/hirtle-and-co-llc-west-conshohocken-pa-105403",
  "display_name": "Hirtle & Co., LLC",
  "summary": "Hirtle & Co., LLC is an SEC-registered investment advisory firm in West Conshohocken, PA, registered since 1988, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Hirtle & Co., LLC (CRD 105403): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development 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)"
  ],
  "quick_answers": [
    {
      "q": "How is Hirtle & Co., LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Hirtle & Co., LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Hirtle & Co., LLC located?",
      "a": "Hirtle & Co., LLC's principal office is in West Conshohocken, PA, according to its Form ADV; the April 2026 filing also lists 5 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Hirtle & Co., LLC registered with the SEC or a state?",
      "a": "Hirtle & Co., LLC is an SEC-registered investment advisory firm, registered since 1988. Status as filed: Approved. CRD 105403."
    },
    {
      "q": "How much does Hirtle & Co., LLC manage?",
      "a": "Hirtle & Co., LLC reports $25,408,076,764 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (96% discretionary)."
    },
    {
      "q": "How have Hirtle & Co., LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Hirtle & Co., LLC: Regulatory assets under management: $17,762,591,120 in the October 2021 data and $25,408,076,764 in the October 2026 data, up 43%. Total employees: 92 in October 2021 and 94 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Hirtle & Co., LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (895); high net worth individuals (559); corporations or other businesses not listed above (132)."
    },
    {
      "q": "Which custodians does Hirtle & Co., LLC use?",
      "a": "Hirtle & Co., LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Deutsche Bank Trust Company Americas, The Bank of New York Mellon and U.S. Bank as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Hirtle & Co., LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/105403"
    },
    {
      "q": "What changed in Hirtle & Co., LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Changed its legal name from Hirtle, Callaghan & Co., LLC to Hirtle & Co., LLC. Employees performing advisory functions went from 50 to 48. Regulatory assets under management went from $20,992,384,760 to $25,408,076,764 (+21%). Changed its office addresses in Houston, TX. Registered or notice-filed in KS, NV, UT."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 17762591120.0,
      "total_employees": 92,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 19553830401.0,
      "total_employees": 102,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 18112361189.0,
      "total_employees": 100,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 19227647698.0,
      "total_employees": 93,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 20992384760.0,
      "total_employees": 93,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 25408076764.0,
      "total_employees": 94,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Changed its legal name from Hirtle, Callaghan & Co., LLC to Hirtle & Co., LLC.",
        "Employees performing advisory functions went from 50 to 48.",
        "Regulatory assets under management went from $20,992,384,760 to $25,408,076,764 (+21%).",
        "Changed its office addresses in Houston, TX.",
        "Registered or notice-filed in KS, NV, UT."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in IN, KS."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Deutsche Bank Trust Company Americas",
      "name_as_filed": "DEUTSCHE BANK TRUST COMPANY AMERICAS",
      "affiliated": false
    },
    {
      "name": "The Bank of New York Mellon",
      "name_as_filed": "THE BANK OF NEW YORK MELLON",
      "affiliated": false
    },
    {
      "name": "U.S. Bank",
      "name_as_filed": "U.S. BANK",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/hirtle-and-co-llc-west-conshohocken-pa-105403.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 895,
      "fewer_than_5": false,
      "raum": 232881468.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 559,
      "fewer_than_5": false,
      "raum": 4790595419.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 14,
      "fewer_than_5": false,
      "raum": 10560282045.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 38,
      "fewer_than_5": false,
      "raum": 5430967935.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 21,
      "fewer_than_5": false,
      "raum": 227491339.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 123,
      "fewer_than_5": false,
      "raum": 1541019426.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 2,
      "fewer_than_5": false,
      "raum": 88035907.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 132,
      "fewer_than_5": false,
      "raum": 1836143216.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 7,
      "fewer_than_5": false,
      "raum": 700660009.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/105403",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}