Hirtle & Co, LLC

RIASEC Registered

Total AUM

$25.4B

Discretionary

$24.4B

96% of AUM

Avg account

$14.6M

Accounts

1,739

Employees

Advisory reps

Firm details

Headquarters: West Conshohocken, Pennsylvania
CRD number: 105403
Registered since: August 19, 1988
Website: hirtle.com
Custodians: THE BANK OF NEW YORK MELLON, U.S. BANK, N.A., DEUTSCHE BANK SECURITIES INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Investment Companies41.56%
Pooled Investment Vehicles21.37%
HNWI18.85%
Corporations / Businesses7.23%
Charitable Organizations6.07%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Hirtle & Co, LLC is an SEC-registered wealth and investment manager organized as an LLC and operating since 1988. The firm functions as a capital allocator and multifaceted fund manager, combining hedge-fund and private-equity strategies alongside traditional advisory services. Its client base mixes high-net-worth individuals and families with institutional relationships. Fee arrangements include asset-based charges and performance-linked fees, and the firm performs both portfolio management for individuals and pooled vehicles as well as selection and oversight of third-party advisers. Hirtle & Co also operates in roles typical of sponsors and general partners and is registered to act as a commodity pool operator/commodity trading advisor (CPO/CTA). The firm does not identify as an active ESG investor.