# The Institutional Small Capitalization Equity Portfolio — new fund registration

HIRTLE CALLAGHAN TRUST registered 2 new fund series on Form 485APOS, filed 2008-04-10. Featured series: The Institutional Small Capitalization Equity Portfolio.

## Registration

- Registrant / trust: HIRTLE CALLAGHAN TRUST
- CIK: 0000934563
- Form: 485APOS
- Filed: 2008-04-10
- State of incorporation: DE
- Accession: 0000950152-08-002691
- Reported net assets: $93.4M

## Series & classes (2)

| Series | Class | Ticker | New |
| --- | --- | --- | --- |
| [The Institutional Small Capitalization Equity Portfolio](https://search.stillhousedata.com/fund/S000022549) | The Institutional Small Capitalization Equity Portfolio | — | Yes |
| [The Institutional International Equity Portfolio](https://search.stillhousedata.com/fund/S000022550) | The Institutional International Equity Portfolio | HCINX | Yes |

## Fees (from the effective prospectus)

- 12b-1 fee: 0.25%
- Gross expense ratio: 0.55%
- Management fee: 0.45%
- Other expenses: 0.09%

## Investment objective

The investment objective of The Institutional Small Capitalization-Mid Capitalization Equity Portfolio is to provide long-term capital appreciation.

## Advisers

- [HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC (Advisor)](https://search.stillhousedata.com/firm/105403)
- [Advisory Research, Inc. (Subadvisor)](https://search.stillhousedata.com/firm/108254)
- [Ariel Investments, LLC (Subadvisor)](https://search.stillhousedata.com/firm/38333)
- [Cadence Capital Management, LLC (Subadvisor)](https://search.stillhousedata.com/firm/106561)
- [Frontier Capital Management Company, LLC (Subadvisor)](https://search.stillhousedata.com/firm/106274)
- [Mellon Investments Corporation (formerly BNY Mellon Asset Management North America Corporation) (Subadvisor)](https://search.stillhousedata.com/firm/105764)
- [Parametric Portfolio Associates, LLC (Subadvisor)](https://search.stillhousedata.com/firm/114310)
- [Pzena Investment Management, LLC (Subadvisor)](https://search.stillhousedata.com/firm/106847)

## Other filings by this registrant (15)

- [485APOS — 2025-08-28](https://search.stillhousedata.com/launch/0001104659-25-084450)
- [485APOS — 2024-08-28](https://search.stillhousedata.com/launch/0001104659-24-093953)
- [485APOS — 2023-08-28](https://search.stillhousedata.com/launch/0001104659-23-095817)
- [485APOS — 2022-08-29](https://search.stillhousedata.com/launch/0001104659-22-095543)
- [485APOS — 2021-08-27](https://search.stillhousedata.com/launch/0001193125-21-259093)
- [485APOS — 2020-08-27](https://search.stillhousedata.com/launch/0001193125-20-232718)
- [485APOS — 2019-08-27](https://search.stillhousedata.com/launch/0001193125-19-230002)
- [485APOS — 2018-08-28](https://search.stillhousedata.com/launch/0001193125-18-260304)
- [485APOS — 2017-08-28](https://search.stillhousedata.com/launch/0001193125-17-270383)
- [485APOS — 2016-08-29](https://search.stillhousedata.com/launch/0001193125-16-695518)
- [485APOS — 2015-10-16 (2 new series)](https://search.stillhousedata.com/launch/0001193125-15-345650)
- [485APOS — 2015-08-28](https://search.stillhousedata.com/launch/0001193125-15-306263)

## More

- [Registrant profile: HIRTLE CALLAGHAN TRUST](https://search.stillhousedata.com/registrant/934563)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/launch/0000950152-08-002691.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing 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.