Individual
EntityHIRTLE CALLAGHAN HOLDINGS, INC.StatusPRESIDENT, EXECUTIVE CHAIRMEN, SHAREHOLDER (VOTINGReported since06/1988Ownership75% or moreControl personYes
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.
Direct Owners & Executives
Source: Form ADV- Reported since
- 06/1988
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 08/2008
- Type
- Domestic entity
- Control person
- Yes
- Ownership
- 75% or more
- Reported since
- 05/2018
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 09/2018
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 01/2018
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 04/2011
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 12/2020
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2022
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 03/2023
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 03/2023
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2024
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
| Name | Title | Reported since | Type | Control person | Ownership |
|---|---|---|---|---|---|
| Jonathan Jacob Hirtle | President, Executive Chairman | 06/1988 | Individual | Yes | Less than 5% |
| Inc. Hirtle Callaghan Holdings | Member (Class A Units) | 08/2008 | Domestic entity | Yes | 75% or more |
| Syed Umar Faisal Ehtisham | Chief Compliance Officer & Chief Risk Officer | 05/2018 | Individual | No | Less than 5% |
| Jamie Robert Eisner | General Counsel | 09/2018 | Individual | No | Less than 5% |
| Geoffrey Allan Trzepacz | Chief Operating Officer | 01/2018 | Individual | Yes | Less than 5% |
| Steven Marc Tuttleman | Director | 04/2011 | Individual | Yes | Less than 5% |
| Deborah Jr Hirtle | Director | 12/2020 | Individual | Yes | Less than 5% |
| Alexander Formariz | Chief Financial Officer | 01/2022 | Individual | No | Less than 5% |
| Garrett Rodgers Wilson | Managing Director | 03/2023 | Individual | Yes | Less than 5% |
| Susan H. Mcevoy | Managing Director | 03/2023 | Individual | Yes | Less than 5% |
| Terence Bradley Conger | Chief Investment Officer | 01/2024 | Individual | Yes | Less than 5% |
Indirect Ownership
Source: Form ADVOwners & Executives
Source: Form ADVJJ
Jonathan Jacob Hirtle
President, Executive Chairman
SU
Syed Umar Faisal Ehtisham
Chief Compliance Officer & Chief Risk Officer
GA
Geoffrey Allan Trzepacz
Chief Operating Officer
SM
Steven Marc Tuttleman
Director
DJ
Deborah Jr Hirtle
Director
AF
Alexander Formariz
Chief Financial Officer
Names and titles are shown as reported in Form ADV.
Ownership & Governance
Direct owners & executives11
Indirect ownership records1
Regulatory statusSEC registered investment adviser
SEC registration dateAug 19, 1988
CRD number105403