Hirtle & Co, LLC
Firm details
- Headquarters
- W Cnshohocken, 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
FINTRXOverview
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.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds54%
- Private Funds27%
- Exchange Traded Equities9%
- State & Local Bonds4%
- Cash & Cash Equivalents3%
Owners & executives
3 of 4
Syed Ehtisham
Chief Compliance & Risk OfficerCRD 5255031
Geoffrey Trzepacz
Chief Operating OfficerCRD 6740094
Terence Conger
Chief Investment OfficerCRD 2249677
Contacts
3 of 42
Kristofer Kelleher
DirectorCRD 4367615
John Bozzone
Business Development AnalystCRD 7350645
Robert Eberley
DirectorCRD 1691510
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 93Active vs passive
$3B in ETFs
100%
$3B
0%
$3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $736M | 985,680 | 24.86% |
Location
W Cnshohocken, PA
Montgomery
Location
W Cnshohocken, PA
Headquartered in W Cnshohocken, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Montgomery
- Address
- 300 Barr Harbor Dr
- Time zone
- ET (UTC-5)
- Office locations
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