HIRTLE & CO., LLC

HIRTLE & CO., LLC of WEST CONSHOHOCKEN, PA is an SEC-registered investment adviser (CRD 105403). Regulatory assets under management: $25.4B.

Registration

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.

NameRoleLocation
Geoffrey Allan TrzepaczCHIEF OPERATING OFFICERPhiladelphia, PA
Jonathan Jacob HirtlePRESIDENT, EXECUTIVE CHAIRMAN; PRESIDENT, EXECUTIVE CHAIRMEN, SHAREHOLDER (VOTING COMMON STOCK)—
Syed Umar Faisal EhtishamCHIEF COMPLIANCE OFFICER & CHIEF RISK OFFICER—
Jamie Robert EisnerGENERAL COUNSEL—
Steven Marc TuttlemanDIRECTOR—
Deborah Jr HirtleDIRECTOR—
Alexander FormarizCHIEF FINANCIAL OFFICER—
Garrett Rodgers WilsonMANAGING DIRECTOR—
Susan H McevoyMANAGING DIRECTOR—
Terence Bradley CongerCHIEF INVESTMENT OFFICER—
HAMILTON KIRBY ALANCHIEF INVESTMENT OFFICER—
CALLAGHAN DONALD EDWARDVICE PRESIDENT, SECRETARY, TREASURER, PRINCIPAL; VP/SEC/TREAS/PRINCIPAL—
HIRTLE JONATHAN JACOBCHIEF EXECUTIVE OFFICER, PRINCIPAL; EXECUTIVE CHAIRMAN; PRESIDENT (+11 more)—
ZION ROBERT JAYASSISTANT SECRETARY, PRINCIPAL; CHIEF OPERATING OFFICER, ASSISTANT SECRETARY, PRINCIPAL; PRINCIPAL/ASSISTANT SECRETARY (+7 more)—
FELL RHONDA LCHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL; CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL—
WASILOV ALEXCHIEF OPERATING OFFICER; PRESIDENT, CHIEF OPERATING OFFICER, PRINCIPAL—
LEWIS EDWARD JSHAREHOLDER—
BYRNE KEVINCHIEF COMPLIANCE OFFICER—
FLEMMING DIERK ALLENCHIEF COMPLIANCE OFFICER; CHIEF LEGAL OFFICER—
EHTISHAM SYEDUMAR FAISALCHIEF COMPLIANCE OFFICER & CHIEF RISK OFFICER—
NAGASWAMI RANJANI HCHIEF EXECUTIVE OFFICER; SECRETARY—
Trzepacz Geoffrey AllanCHIEF OPERATING OFFICER—
BERGMAN COLETTE LAPINSKIVICE 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 COLETTEVICE 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 HOPKINSCHIEF EXECUTIVE OFFICER; DIRECTOR; SECRETARY—

Private funds (11)

Private Equity Fund: 8 · Hedge Fund: 3

FundTypeFormedOwnersGross asset valueMin investment
HIRTLE CALLAGHAN PRIVATE EQUITY OFFSHORE FUND VIII, LTD.Private Equity FundCayman Islands45$20.4M$500K
HIRTLE CALLAGHAN PRIVATE EQUITY OFFSHORE FUND VII, LTD.Private Equity FundCayman Islands50$20.2M$500K
HIRTLE CALLAGHAN PRIVATE EQUITY OFFSHORE FUND VI, LTD.Private Equity FundCayman Islands43$18.6M$500K
HIRTLE CALLAGHAN PRIVATE EQUITY FUND VII (B), L.P.Private Equity FundDelaware33$17.1M$500K
HIRTLE CALLAGHAN PRIVATE EQUITY FUND VI (B), L.P.Private Equity FundDelaware37$9.9M$500K
HIRTLE CALLAGHAN PRIVATE EQUITY FUND VIII (A), L.P.Private Equity FundDelaware67$8.6M$500K
HIRTLE CALLAGHAN PRIVATE EQUITY FUND VI (A), L.P.Private Equity FundDelaware60$7.3M$500K
HIRTLE CALLAGHAN TOTAL RETURN OFFSHORE FUND II, LTD.Hedge FundCayman Islands60$6.4M$500K
HIRTLE CALLAGHAN PRIVATE EQUITY FUND VII (A), L.P.Private Equity FundDelaware58$6.0M$500K
HIRTLE CALLAGHAN TRADING PARTNERS, L.P.Hedge FundPennsylvania87$2.3M$500K
HIRTLE CALLAGHAN TOTAL RETURN OFFSHORE FUND, LTD.Hedge FundCayman Islands31$1.0M$500K

Branch offices (12)

CityStateEmployeesPhone
SCOTTSDALEAZ4480-386-7955
SCOTTSDALEAZ4480-386-7955
DENVERCO3303-501-1152
MINNEAPOLISMN3612-252-1000
DENVERCO3303-501-1152
MINNEAPOLISMN3612-252-1000
WEST PALM BEACHFL1561-954-0400
HOUSTONTX1832-308-2431
——1610-943-4243
HOUSTONTX1832-308-2431
WEST PALM BEACHFL1561-954-0400
——1610-943-4243

Fund service providers (1)

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