Hirtle Callaghan & Co Inc (West Conshohocken)

Name: Hirtle Callaghan & Co Inc
Address: Five Tower Bridge, 300 Barr Harbor Drive, West Conshohocken, PA, 19428 2998
Telephone: 610-828-7200

Hirtle Callaghan & Co Inc is a large advisory firm based in West Conshohocken. It manages $15.7 billion of regulatory assets for 4,000 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Arizona, California, and 31 other states.

Hirtle Callaghan & provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hirtle Callaghan &: assets under management

The assets under management (AUM) of Hirtle Callaghan & Co Inc is $15.7 billion. The firm's AUM has grown by 300% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $13.1 billion in discretionary accounts and $2.6 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.32 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $47.27 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Hirtle Callaghan & Co Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Hirtle Callaghan & Co Inc

Jonathan Jacob Hirtle has been acting as President since 1 Jun 1988. Inc. Hirtle Callaghan Holdings joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Donald Edward Callaghan	Vp/sec/treas/principal	1 Jun 1988	25% - 50%	38501
Jonathan Jacob Hirtle	President/principal	1 Jun 1988	25% - 50%	1076063
Edward J. Lewis	Shareholder	1 Jun 1988	Other	4339212
Robert Jay Zion	Principal/assistant secretary	1 Jan 1996	Other	2252734
Rhonda L. Fell	Chief compliance officer	1 Nov 2004	Other	4880866
Alex Wasilov	Chief operating officer	1 Jun 2005	Other	5079452
Inc. Hirtle Callaghan Holdings	Member	1 Aug 2008	75% - 100%	23-2516071

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Jonathan Jacob Hirtle	President, chief executive officer	1 Aug 2008	50% - 75%	1076063

Based in West Conshohocken

The principal office where Hirtle Callaghan & Co Inc performs its advisory services is located at Five Tower Bridge, 300 Barr Harbor Drive, West Conshohocken, PA 19428 2998, which is also the mailing address of the firm. An additional office of the firm is in Chicago, IL. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 610-828-7200 or by fax 610-828-7425. The normal business hours are 8:30am - 5:30pm on Monday - Friday. You can find more information about the New York firm at www.hirtlecallaghan.com.