Hirtle, Callaghan & Co., LLC
Alpha Nasdaq OCIO Indices - ContributorWEST CONSHOHOCKEN, PA
Form ADV and provider website profile · CRD 105403 · regulatory data as of Mar 30, 2026
This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Hirtle, Callaghan & Co., LLC. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.
$25.4BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
1,739Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$24.4BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$968MNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.
$25.4BTotal Firm AUM
$24.4BDiscretionary AUM
$968MNon-discretionary AUM
1,739Total accounts
1,726Discretionary accounts
13Non-discretionary accounts
Client Mix by Firm AUM
$25.4BFirm AUM
Investment companies41.6%
Other Pooled Vehicles21.4%
High-Net-Worth18.9%
Corporations7.2%
Charities6.1%
Other2.8%
Individuals0.9%
Retirement Plans0.9%
Insurance companies0.3%
Reported Client Types
Source: Form ADV client recordsInvestment companies41.6%
14 clients$10.6B firm assets
Other Pooled Vehicles21.4%
38 clients$5.4B firm assets
High-Net-Worth18.9%
559 clients$4.8B firm assets
Corporations7.2%
132 clients$1.8B firm assets
Charities6.1%
123 clients$1.5B firm assets
Other2.8%
7 clients$701M firm assets
Individuals0.9%
895 clients$233M firm assets
Retirement Plans0.9%
21 clients$227M firm assets
Insurance companies0.3%
2 clients$88M firm assets
Reported total1,791 clients
| Client type | Firm assets | Clients | AUM share |
|---|---|---|---|
| Investment companies | $10.6B | 14 | 41.6% |
| Other Pooled Vehicles | $5.4B | 38 | 21.4% |
| High-Net-Worth | $4.8B | 559 | 18.9% |
| Corporations | $1.8B | 132 | 7.2% |
| Charities | $1.5B | 123 | 6.1% |
| Other | $701M | 7 | 2.8% |
| Individuals | $233M | 895 | 0.9% |
| Retirement Plans | $227M | 21 | 0.9% |
| Insurance companies | $88M | 2 | 0.3% |
| Reported total | $25.4B | 1,791 | — |
Types of Clients
Official SEC PDFLoading official Form ADV brochure…