The HIRTLE, CALLAGHAN GROUP is a privately held investment adviser that advises $29.92Bn in regulatory assets under management held in 3 SEC fund types across 1 investment strategies. HIRTLE, CALLAGHAN GROUP is a Public/Private Fund Assets increased by 48.28% over the last 5-years.
The Group has been registered with the SEC for 37.97 years and is comprised of 2 filing and 0 relying advisers. They operate out of 7 office locations with their Headquarters at 300 BARR HARBOR DRIVE FIFTH FLOOR, W. CONSHOHOCKEN, PENNSYLVANIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 3 US and Non-US bodies.
They have 94 employees comprised of 48 investment and 46 non-investment staff. The total number of Employees increased by 2.17% over the last 5-years.
Their $29.92Bn in assets advised are owned by 67 private funds, 14 public funds and BDCs and 278 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $10.65Bn or 35.58% of Total Assets and Investment Companies (IC) own $10.56Bn or 35.29% of Total Assets.
The Group's top investment strategies include Fund of Funds, representing 100% of total assets, respectively.
They advise 8 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Investment Companies (IC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
HIRTLE, CALLAGHAN GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.