HIRTLE, CALLAGHAN & CO., LLC
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HIRTLE, CALLAGHAN & CO., LLC
(CRD# 105403)
is an SEC-Registered Investment Advisor (RIA), headquartered in
West Conshohocken, PA.
The SEC approved the firm to operate as an RIA in
Aug 1988.
In
Mar 2019,
the firm reported total Regulatory Assets Under Management (RAUM) of
$19.8 Billion,
with discretion over
96%
of those assets.
Pooled investment vehicles (Private Funds) account for
13%
of RAUM.
Non-US investors represent
0%
.
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HIRTLE, CALLAGHAN & CO., LLC
also reported in
Mar 2019
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90
employees,
with
47
performing advisory functions.
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A total of 8 office locations.
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No registrations with foreign financial regulatory authorities.
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Operation as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
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HIRTLE, CALLAGHAN & CO., LLC has no disclosure events reported to the SEC at this time.
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HIRTLE, CALLAGHAN & CO., LLC has Notice Filings with the following State Securities Authorities:
AK-Jun 2009, AL-Apr 2006, AR-Jul 2010, AZ-May 2000, CA-Nov 1999
, CO-May 2018, CT-Mar 2003, DC-May 2003, DE-May 2003, FL-Jun 1998
, GA-May 2000, IA-Jun 2009, ID-Jan 2010, IL-Apr 1995, IN-Aug 2008
, KS-Aug 2008, KY-Aug 2008, LA-Aug 2008, MA-Jan 2000, MD-Jul 2001
, ME-Mar 2003, MI-Sep 2005, MN-Jul 2010, MO-Mar 2010, MT-Oct 2011
, NC-Dec 2000, ND-Mar 2010, NH-Mar 2002, NJ-May 2000, NM-Aug 2008
, NV-Mar 2003, NY-Nov 1999, OH-Nov 2000, OK-Aug 2012, OR-Aug 2008
, PA-Mar 1990, PR-Jun 2009, RI-Aug 2008, SC-Dec 2000, TN-Nov 1998
, TX-Sep 1994, VA-Sep 1990, VT-Mar 2003, WA-Oct 2006, WI-Sep 2010
, WV-Aug 2008
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The information presented above was gleaned
from the SEC website and is believed to be
accurate. FindingFraud.org is
presenting this data for informational
purposes only and assumes no responsibility
for errors or omissions. Please note
that we are aware of many instances where
RIAs provided erroneous data to the
SEC. Feel free to contact
FindingFraud.org with questions or concerns.
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