# Hirtle & Co., LLC

> 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.

- CRD: 105403
- Filed as: HIRTLE & CO., LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: West Conshohocken, PA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/105403
- AdvisorCensus page: https://advisorcensus.com/firm/hirtle-and-co-llc-west-conshohocken-pa-105403

## Quick answers

**How is Hirtle & Co., LLC compensated?**
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.

**Where is Hirtle & Co., LLC located?**
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).

**Is Hirtle & Co., LLC registered with the SEC or a state?**
Hirtle & Co., LLC is an SEC-registered investment advisory firm, registered since 1988. Status as filed: Approved. CRD 105403.

**How much does Hirtle & Co., LLC manage?**
Hirtle & Co., LLC reports $25,408,076,764 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (96% discretionary).

**How have Hirtle & Co., LLC's assets and staff changed since 2021?**
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.

**What types of clients does Hirtle & Co., LLC serve?**
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).

**Which custodians does Hirtle & Co., LLC use?**
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.

**Does Hirtle & Co., LLC report any disciplinary disclosures?**
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

**What changed in Hirtle & Co., LLC's recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Deutsche Bank Trust Company Americas
- The Bank of New York Mellon
- U.S. Bank

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.

### Regulatory assets under management (Item 5.F)
- Total: $25,408,076,764
- Discretionary: $24,440,044,794
- Non-discretionary: $968,031,970

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 895 | $232,881,468 |
| High net worth individuals | 559 | $4,790,595,419 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 14 | $10,560,282,045 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 38 | $5,430,967,935 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 21 | $227,491,339 |
| Charitable organizations | 123 | $1,541,019,426 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 2 | $88,035,907 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 132 | $1,836,143,216 |
| Other | 7 | $700,660,009 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 1988 (38 years)
- Employees: 94 total, 48 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Denver, CO
- Houston, TX
- Minneapolis, MN
- Scottsdale, AZ
- West Palm Beach, FL

### Websites listed on Form ADV (Item 1.I)
- hirtle.com
- LinkedIn @HIRTLE-CALLAGHAN-&-CO.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $17,762,591,120 | 92 | March 31, 2021 |
| October 2022 | $19,553,830,401 | 102 | March 31, 2022 |
| October 2023 | $18,112,361,189 | 100 | March 31, 2023 |
| October 2024 | $19,227,647,698 | 93 | March 29, 2024 |
| October 2025 | $20,992,384,760 | 93 | March 31, 2025 |
| October 2026 | $25,408,076,764 | 94 | March 31, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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.

### January 2026
- No longer registered or notice-filed in IN, KS.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hirtle & Co., LLC (CRD 105403): Form ADV filing data as of October 2026.