HIRTLE & CO., LLC

RIASEC RegisteredEst. 1988
Total AUM
$25.4B
Discretionary
$24.4B
96% of AUM
Avg account
$14.6M
Accounts
1,739
Employees
94
Advisory reps
46

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

FINTRX

Overview

Hirtle & Co, LLC is an established SEC-registered wealth manager and capital allocator with roots back to 1988. The firm operates across multiple lines: running pooled vehicles, acting as sponsor/GP on private funds, and providing portfolio management for individuals, pooled vehicles, and institutions. Its fee model blends asset-based fees with performance-linked compensation, and it also operates in CPO/CTA capacities. Clients include high-net-worth individuals and families as well as institutional investors. The firm does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 54%, Private Funds 27%, Exchange Traded Equities 9%, State & Local Bonds 4%, Cash & Cash Equivalents 3%, US Government Bonds 2%, Investment Grade Corp Bonds 1%, Other 1%54%
  • 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

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Contacts

3 of 42

  • KRISTOFER KELLEHER

    DirectorCRD 4367615

  • John Bozzone

    Business Development AnalystCRD 7350645

  • ROBERT EBERLEY

    DirectorCRD 1691510

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

ETF holdings

1 of 91

Active vs passive

$2.9B in ETFs

Passive

100%

$2.9B

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$649M997,27022.39%
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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth