WEST CONSHOHOCKEN, PACRD 105403Latest ADV March 31, 2026
Hirtle, Callaghan & Co., LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in West Conshohocken, PA. Its latest Form ADV filing, dated March 31, 2026, reports $25.4B in regulatory assets under management, 94 employees, 6 offices, and 1,739 accounts.
Assets Under Management
$25.4B
Employees
94
Offices
6 offices
Total Clients
1,791
Primary office
WEST CONSHOHOCKEN, PA
300 BARR HARBOR DRIVE, FIFTH FLOOR, WEST CONSHOHOCKEN, PA, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 50.0% of total clients.
Top client categories% of clientsClients
1
Individuals
50.0%
895
2
HNWI
31.2%
559
3
Corporations
7.4%
132
4
Charitable
6.9%
123
5
Pooled Investment Vehicles
2.1%
38
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$25.4Bas of March 31, 2026
Discretionary96.2%
$24.4B
96% of total RAUM96.2%
Non-discretionary3.8%
$968M
4% of total RAUM3.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$25.4B
Total Accounts1,739
10Y AUM Change+$2.8B (+12.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees94
Clients per Employee19:1
10Y Employee Change+10 (+11.9%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.