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CRD 105403
WEST CONSHOHOCKEN, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| JONATHAN JACOB HIRTLE | n/a | WEST CONSHOHOCKEN, PA | 35 | 43 | n/a | no |
| MARK JOSEPH BAGLEY | n/a | WEST CONSHOHOCKEN, PA | 27 | 28 | n/a | no |
| DOUGLAS JOSEPH MONTY | n/a | WEST CONSHOHOCKEN, PA | 24 | 25 | n/a | no |
| CHRISTOPHER TODD VALERIO | Chartered Financial Analyst | WEST CONSHOHOCKEN, PA | 22 | 32 | 1 | no |
| BRAD ALLYN HOSTETTER | n/a | WEST CONSHOHOCKEN, PA | 21 | 24 | n/a | no |
| WILLIAM LAWRENCE HAGAN | n/a | WEST CONSHOHOCKENT, PA | 21 | 23 | 1 | no |
| NICHOLAS JOSEPH FAZZIE | n/a | WEST CONSHOHOCKEN, PA | 19 | 21 | n/a | no |
| SUSAN H. MCEVOY | n/a | WEST CONSHOHOCKEN, PA | 19 | 21 | n/a | no |
| MATTHEW STEWART MEAD | Chartered Financial Analyst | WEST CONSHOHOCKEN, PA | 15 | 18 | n/a | no |
| TERENCE BRADLEY CONGER | Chartered Financial Analyst | WEST CONSHOHOCKEN, PA | 15 | 33 | 1 | no |
| ALAN E. WEISSBERGER | n/a | WEST CONSHOHOCKEN, PA | 14 | 14 | n/a | no |
| GARRETT RODGERS WILSON | n/a | WEST CONSHOHOCKEN, PA | 12 | 18 | n/a | no |
| JOHN WHEATON GRIFFITH | n/a | WEST CONSHOHOCKEN, PA | 12 | 12 | n/a | no |
| Brian Gilchrist Ilsley | Certified Financial Planner|Chartered Financial Analyst | Denver, CO | WEST CONSHOHOCKEN, PA | 9 | 10 | n/a | no |
| Paul Alan Shaffer | Chartered Financial Analyst | WEST CONSHOHOCKEN, PA | 9 | 15 | n/a | no |
| ROBERT MALONE EBERLEY | n/a | WEST CONSHOHOCKEN, PA | Sarasota, FL | 8 | 15 | 1 | no |
| GREGORY BONNER PEARCE | n/a | West Palm Beach, FL | WEST CONSHOHOCKEN, PA | 8 | 24 | n/a | no |
| RICHARD F FONASH | Chartered Financial Analyst | WEST CONSHOHOCKEN, PA | 8 | 10 | n/a | no |
| Catherine Helen Lee | Chartered Financial Analyst | Houston, TX | WEST CONSHOHOCKEN, PA | 7 | 13 | n/a | no |
| Paul Joseph Staab | Chartered Financial Analyst | WEST CONSHOHOCKEN, PA | Denver, CO | 7 | 14 | n/a | no |
| Thomas Loran Austin | Chartered Financial Analyst | WEST CONSHOHOCKEN, PA | 7 | 14 | 2 | no |
| Stephen Vaccaro | Chartered Financial Analyst | WEST CONSHOHOCKEN, PA | 7 | 15 | n/a | no |
| Andrew J Ramsey | n/a | WEST CONSHOHOCKEN, PA | Denver, CO | 6 | 11 | 2 | no |
| Matthew Christopher Madel | Chartered Financial Analyst | WEST CONSHOHOCKEN, PA | 5 | 13 | n/a | no |
| KRISTOFER THOMAS KELLEHER | n/a | WEST CONSHOHOCKEN, PA | 5 | 24 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| HIRTLE CALLAGHAN ABSOLUTE RETURN OFFSHORE FUND II, LTD. | Hedge Fund | $182M | Sep 7, 2017 | 88 | Mar 29, 2012 | dropped | 021-85760 |
| HIRTLE CALLAGHAN ABSOLUTE RETURN OFFSHORE FUND, LTD. | Hedge Fund | $51.5M | Sep 7, 2017 | 68 | Mar 29, 2012 | dropped | 021-60372 |
| HIRTLE CALLAGHAN TOTAL RETURN OFFSHORE FUND II, LTD. | Hedge Fund | $46.8M | Mar 29, 2024 | 60 | Mar 29, 2012 | reported | 021-86089 |
| HIRTLE CALLAGHAN PRIVATE EQUITY OFFSHORE FUND VII, LTD. | Private Equity Fund | $28.7M | Mar 29, 2024 | 82 | Mar 29, 2012 | reported | 021-121167 |
| HIRTLE CALLAGHAN PRIVATE EQUITY OFFSHORE FUND VI, LTD. | Private Equity Fund | $28.5M | Mar 29, 2024 | 59 | Mar 29, 2012 | reported | 021-102420 |
| HIRTLE CALLAGHAN PRIVATE EQUITY OFFSHORE FUND V, LTD. | Private Equity Fund | $27.6M | May 16, 2018 | 41 | Mar 29, 2012 | dropped | 021-84383 |
| HIRTLE CALLAGHAN PRIVATE EQUITY OFFSHORE FUND VIII, LTD. | Private Equity Fund | $26.6M | Mar 29, 2024 | 65 | Mar 29, 2012 | reported | 021-154321 |
| HIRTLE CALLAGHAN PRIVATE EQUITY FUND VII (B), L.P. | Private Equity Fund | $24.2M | Mar 29, 2024 | 39 | Mar 29, 2012 | reported | 021-121965 |
| HIRTLE CALLAGHAN PRIVATE EQUITY FUND V, L.P. | Private Equity Fund | $20.5M | May 16, 2018 | 90 | Mar 29, 2012 | dropped | 021-83417 |
| HIRTLE CALLAGHAN PRIVATE EQUITY FUND VI (B), L.P. | Private Equity Fund | $15.2M | Mar 29, 2024 | 42 | Mar 29, 2012 | reported | 021-102436 |
| HIRTLE CALLAGHAN TRADING PARTNERS, L.P. | Hedge Fund | $14.2M | Mar 29, 2024 | 87 | Mar 29, 2012 | reported | 021-89891 |
| HIRTLE CALLAGHAN PRIVATE EQUITY FUND VI (A), L.P. | Private Equity Fund | $11.3M | Mar 29, 2024 | 74 | Mar 29, 2012 | reported | 021-102419 |
| HIRTLE CALLAGHAN PRIVATE EQUITY FUND VIII (A), L.P. | Private Equity Fund | $10.5M | Mar 29, 2024 | 79 | Mar 29, 2012 | reported | 021-154320 |
| HIRTLE CALLAGHAN PRIVATE EQUITY FUND VII (A), L.P. | Private Equity Fund | $8.3M | Mar 29, 2024 | 79 | Mar 29, 2012 | reported | 021-121927 |
| HIRTLE CALLAGHAN TOTAL RETURN OFFSHORE FUND, LTD. | Hedge Fund | $6.6M | Mar 29, 2024 | 31 | Mar 29, 2012 | reported | 021-60358 |
| HIRTLE CALLAGHAN PRIVATE EQUITY FUND IV, L.P. | Private Equity Fund | $5.4M | May 16, 2018 | 85 | Mar 29, 2012 | dropped | n/a |
| HIRTLE CALLAGHAN PRIVATE EQUITY FUND, L.P. | Private Equity Fund | $2.2M | Oct 12, 2015 | 20 | Mar 29, 2012 | dropped | 021-9999999999 |
| HIRTLE CALLAGHAN PRIVATE EQUITY FUND III, L.P. | Private Equity Fund | $2.2M | May 16, 2018 | 57 | Mar 29, 2012 | dropped | 021-1137540 |
| HIRTLE CALLAGHAN PRIVATE EQUITY FUND II, L.P. | Private Equity Fund | $2.0M | Oct 12, 2015 | 29 | Mar 29, 2012 | dropped | 021-9999999999 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| CONGER, TERENCE, BRADLEY | CHIEF INVESTMENT OFFICER | Na | yes | 01/2024 | Mar 29, 2024 | Mar 29, 2024 |
| HIRTLE CALLAGHAN HOLDINGS, INC. | MEMBER (CLASS A UNITS) | E | yes | 08/2008 | Mar 29, 2012 | Mar 29, 2024 |
| HIRTLE, DEBORAH, JR | Director | Na | yes | 12/2020 | Mar 31, 2021 | Mar 29, 2024 |
| HIRTLE, JONATHAN, JACOB | PRESIDENT, EXECUTIVE CHAIRMEN, SHAREHOLDER (VOTING COMMON STOCK) | E | yes | 06/1988 | Mar 29, 2012 | Mar 29, 2024 |
| HIRTLE, JONATHAN, JACOB | PRESIDENT, EXECUTIVE CHAIRMAN | Na | yes | 06/1988 | Mar 29, 2012 | Mar 29, 2024 |
| MCEVOY, SUSAN, H. | MANAGING DIRECTOR | Na | yes | 03/2023 | Mar 31, 2023 | Mar 29, 2024 |
| TRZEPACZ, GEOFFREY, ALLAN | CHIEF OPERATING OFFICER | Na | yes | 01/2018 | Mar 29, 2019 | Mar 29, 2024 |
| TUTTLEMAN, STEVEN, MARC | Director | Na | yes | 04/2011 | Nov 7, 2019 | Mar 29, 2024 |
| WILSON, GARRETT, RODGERS | MANAGING DIRECTOR | Na | yes | 03/2023 | Mar 31, 2023 | Mar 29, 2024 |
| EHTISHAM, SYED, UMAR FAISAL | CHIEF COMPLIANCE OFFICER & CHIEF RISK OFFICER | Na | no | 05/2018 | May 16, 2018 | Mar 29, 2024 |
| EISNER, JAMIE, ROBERT | GENERAL COUNSEL | Na | no | 09/2018 | Mar 29, 2019 | Mar 29, 2024 |
| FORMARIZ, ALEXANDER | CHIEF FINANCIAL OFFICER | Na | no | 01/2022 | Mar 31, 2022 | Mar 29, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| HC CAPITAL PARTNERS, LLC | n/a | Asset manager | $5.2B | Y | yes | n/a |
| HIRTLE CALLAGHAN GP, LLC | n/a | n/a | n/a | Y | yes | n/a |
| HIRTLE CALLAGHAN PRIVATE EQUITY FUND 2020 GP, LLC | n/a | n/a | n/a | Y | yes | n/a |
| HIRTLE CALLAGHAN PRIVATE EQUITY FUND 2022 GP, LLC | n/a | n/a | n/a | Y | yes | n/a |
| HIRTLE CALLAGHAN PRIVATE EQUITY FUND 2024 GP, LLC | n/a | n/a | n/a | Y | yes | n/a |
| HIRTLE CALLAGHAN PRIVATE EQUITY FUND IX(A) GP, LLC | n/a | n/a | n/a | Y | yes | n/a |
| HIRTLE CALLAGHAN PRIVATE EQUITY FUND X(A) GP, LLC | n/a | n/a | n/a | Y | yes | n/a |
| HIRTLE CALLAGHAN PRIVATE EQUITY FUND XI(A) GP, LLC | n/a | n/a | n/a | Y | yes | n/a |
| HIRTLE CALLAGHAN PRIVATE EQUITY FUND XII(A) GP, LLC | n/a | n/a | n/a | Y | yes | n/a |
| HIRTLE CALLAGHAN SELECT EQUITY GP, LLC | n/a | n/a | n/a | Y | yes | n/a |
| HIRTLE CALLAGHAN SELECT EQUITY III GP, LLC | n/a | n/a | n/a | Y | yes | n/a |
| HIRTLE CALLAGHAN SPECIAL OPPORTUNITIES GP, LLC | n/a | n/a | n/a | Y | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Scottsdale | Az | United States | 4 | no |
| Denver | Co | United States | 4 | no |
| Minneapolis | Mn | United States | 4 | no |
| Chicago | IL | United States | 1 | no |
| Houston | TX | United States | 1 | no |
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $25B | $24B | 94 | 48 | 6 | 11 | n/a |
| 2024 | Mar 31, 2025 | $21B | $21B | 93 | 50 | 6 | 11 | n/a |
| 2023 | Mar 29, 2024 | $19B | $19B | 93 | 47 | 7 | 11 | $221M |
| 2022 | Mar 31, 2023 | $18B | $18B | 100 | 51 | 7 | 11 | $299M |
| 2021 | Mar 31, 2022 | $20B | $20B | 102 | 53 | 8 | 11 | $461M |
| 2020 | Mar 31, 2021 | $18B | $18B | 92 | 49 | 6 | 11 | $697M |
| 2019 | Mar 30, 2020 | $19B | $19B | 95 | 50 | 7 | 11 | $1.1B |
| 2018 | Mar 29, 2019 | $20B | $19B | 90 | 47 | 7 | 11 | $1.3B |
| 2017 | Mar 27, 2018 | $22B | $21B | 87 | 47 | 5 | 15 | $1.6B |
| 2016 | Mar 22, 2017 | $23B | $22B | 84 | 58 | n/a | 17 | $1.6B |
| 2015 | Mar 24, 2016 | $25B | $24B | 89 | 58 | n/a | 17 | $2.0B |
| 2014 | Mar 18, 2015 | $26B | $25B | 93 | 62 | n/a | 19 | $2.0B |
| 2013 | Mar 31, 2014 | $24B | $23B | 83 | 55 | n/a | 19 | $1.8B |
| 2012 | Mar 28, 2013 | $21B | $21B | 80 | 53 | n/a | 19 | $1.5B |
| 2011 | Mar 29, 2012 | $19B | $16B | n/a | n/a | n/a | 19 | $1.5B |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 0 | 1 | 0.0% | 0 | 0 | 0 | 2 | 3 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $25B | $21B | 21.0% | $18B | 11.9% | 94 | 93 | 6 | 6 |