# HIRTLE & CO., LLC

HIRTLE & CO., LLC of WEST CONSHOHOCKEN, PA is an SEC-registered investment adviser.

## Registration

- CRD: 105403
- Type: SEC-registered investment adviser
- SEC file number: 801-32688
- Location: 300 BARR HARBOR DRIVE, WEST CONSHOHOCKEN, PA, 19428-2998
- Phone: 610-828-7200
- Latest filing: 2026-03-31
- Regulatory AUM: $25.4B
- Discretionary AUM: $24.4B
- Non-discretionary AUM: $968.0M
- Clients: 94
- Accounts: 1,739

## Business model

- Compensation: % of AUM, Performance
- Clients served: High net worth, Pooled vehicles, Charities, Investment cos

## Officers, owners & control persons (36)

_Showing 25 of 36 people._

| Name | Role | Location |
| --- | --- | --- |
| Geoffrey Allan Trzepacz | CHIEF OPERATING OFFICER | Philadelphia, PA |
| Jonathan Jacob Hirtle | PRESIDENT, EXECUTIVE CHAIRMAN; PRESIDENT, EXECUTIVE CHAIRMEN, SHAREHOLDER (VOTING COMMON STOCK) | — |
| Syed Umar Faisal Ehtisham | CHIEF COMPLIANCE OFFICER & CHIEF RISK OFFICER | — |
| Jamie Robert Eisner | GENERAL COUNSEL | — |
| Steven Marc Tuttleman | DIRECTOR | — |
| Deborah Jr Hirtle | DIRECTOR | — |
| Alexander Formariz | CHIEF FINANCIAL OFFICER | — |
| Garrett Rodgers Wilson | MANAGING DIRECTOR | — |
| Susan H Mcevoy | MANAGING DIRECTOR | — |
| Terence Bradley Conger | CHIEF INVESTMENT OFFICER | — |
| HAMILTON KIRBY ALAN | CHIEF INVESTMENT OFFICER | — |
| CALLAGHAN DONALD EDWARD | VICE PRESIDENT, SECRETARY, TREASURER, PRINCIPAL; VP/SEC/TREAS/PRINCIPAL | — |
| HIRTLE JONATHAN JACOB | CHIEF EXECUTIVE OFFICER, PRINCIPAL; EXECUTIVE CHAIRMAN; PRESIDENT (+11 more) | — |
| ZION ROBERT JAY | ASSISTANT SECRETARY, PRINCIPAL; CHIEF OPERATING OFFICER, ASSISTANT SECRETARY, PRINCIPAL; PRINCIPAL/ASSISTANT SECRETARY (+7 more) | — |
| FELL RHONDA L | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL; CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | — |
| WASILOV ALEX | CHIEF OPERATING OFFICER; PRESIDENT, CHIEF OPERATING OFFICER, PRINCIPAL | — |
| LEWIS EDWARD J | SHAREHOLDER | — |
| BYRNE KEVIN | CHIEF COMPLIANCE OFFICER | — |
| FLEMMING DIERK ALLEN | CHIEF COMPLIANCE OFFICER; CHIEF LEGAL OFFICER | — |
| EHTISHAM SYEDUMAR FAISAL | CHIEF COMPLIANCE OFFICER & CHIEF RISK OFFICER | — |
| NAGASWAMI RANJANI H | CHIEF EXECUTIVE OFFICER; SECRETARY | — |
| Trzepacz Geoffrey Allan | CHIEF OPERATING OFFICER | — |
| BERGMAN COLETTE LAPINSKI | VICE PRESIDENT, TREASURER AND SECRETARY OF HIRTLE CALLAGHAN ABSOLUTE RETURN GP, LLC; VICE PRESIDENT, TREASURER AND SECRETARY OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND IX(A) GP, LLC; VICE PRESIDENT, TREASURER AND SECRETARY OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND X(A) GP, LLC (+3 more) | — |
| BERGMAN COLETTE | VICE PRESIDENT, TREASURER AND SECRETARY OF HIRTLE CALLAGHAN ABSOLUTE RETURN GP, LLC; VICE PRESIDENT, TREASURER AND SECRETARY OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND IX(A) GP, LLC; VICE PRESIDENT, TREASURER AND SECRETARY OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND X(A) GP, LLC (+3 more) | — |
| NAGASWAMI RANJANI HOPKINS | CHIEF EXECUTIVE OFFICER; DIRECTOR; SECRETARY | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105403/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105403/similar
- Related entities: https://search.stillhousedata.com/firm/105403/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105403

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.