Hirtle, Callaghan & Co., LLC
Assets Under Management
$21.0B
Number of Clients
1,759
Number of Advisors
39
Average Client AUM
$11.9M
AUM per Advisor
$538.3M
Compensation
Fee-Only (AUM)
About This Firm
Hirtle Callaghan provides discretionary investment advisory services to various clients, acting as their Chief Investment Officer. They employ a fundamentally based investment process, allocating capital to asset classes, investment strategies, and independent specialist managers to maximize potential return within client-defined risk tolerances. They utilize pooled investment vehicles and Separately Managed Accounts.
Fee Structure
Hirtle Callaghan charges an advisory fee (CIO Solution Fee) based on the total market value of assets under management. The maximum current applicable fee is 0.95% per year. Fees may be negotiable based on factors deemed relevant by Hirtle Callaghan. Former clients invested in HC Private Vehicles may be required to pay a Continuation Fee. Hirtle Callaghan does not receive additional fees from Specialist Managers within the Separately Managed Account program.
Areas of Practice
Location
300 Barr Harbor Drive, Fifth Floor, West Conshohocken, PA, 19428-2998