HIRTLE, CALLAGHAN & CO., LLC
CRD #105403 SEC #801-32688 WEST CONSHOHOCKEN, PA 610-828-7200
SEC Registered Private Funds
Total AUM
$21B
Discretionary
$21B
Employees
93
Clients
--
Accounts
1,746
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $21B | $21B | $0 | 93 | 0 |
| Mar 2024 | $19.2B | $19.2B | $0 | 93 | 0 |
| Mar 2023 | $18.1B | $18.1B | $3.7M | 100 | 0 |
| Apr 2022 | $19.6B | $19.5B | $4.4M | 102 | 0 |
| Apr 2021 | $17.8B | $17.8B | $4.1M | 92 | 0 |
| Jul 2020 | $19.1B | $18.9B | $243.4M | 95 | 0 |
| Mar 2020 | $19.1B | $18.9B | $243.4M | 95 | 0 |
| Nov 2019 | $20.8B | $20B | $812.6M | 92 | 0 |
| Nov 2019 | $20.8B | $20B | $812.6M | 92 | 0 |
| Mar 2019 | $19.8B | $19B | $823.3M | 90 | 0 |
| May 2018 | $21.7B | $21.1B | $679.2M | 87 | 0 |
| Apr 2018 | $21.7B | $21.1B | $679.2M | 87 | 0 |
| Mar 2018 | $21.7B | $21.1B | $679.2M | 87 | 0 |
| Sep 2017 | $22.7B | $22B | $630.3M | 84 | 500 |
| Jun 2017 | $22.7B | $22B | $630.3M | 84 | 500 |
| Jun 2017 | $22.7B | $22B | $630.3M | 84 | 500 |
| Mar 2017 | $22.7B | $22B | $630.3M | 84 | 500 |
| Feb 2017 | $24.5B | $23.8B | $685.8M | 89 | 500 |
| Nov 2016 | $24.5B | $23.8B | $685.8M | 89 | 500 |
| Sep 2016 | $24.5B | $23.8B | $685.8M | 89 | 500 |
| Mar 2016 | $24.5B | $23.8B | $685.8M | 89 | 500 |
| Oct 2015 | $26.1B | $25.3B | $727.8M | 93 | 500 |
| Sep 2015 | $26.1B | $25.3B | $727.8M | 93 | 500 |
| Mar 2015 | $26.1B | $25.3B | $727.8M | 93 | 500 |
| Mar 2014 | $24.1B | $23.4B | $655.3M | 83 | 500 |
| Jan 2014 | $21.2B | $20.9B | $238.9M | 80 | 400 |
| Sep 2013 | $21.2B | $20.9B | $238.9M | 80 | 400 |
| Mar 2013 | $21.2B | $20.9B | $238.9M | 80 | 400 |
| Aug 2012 | $18.7B | $16B | $2.7B | 51 | 400 |
| Jul 2012 | $18.7B | $16B | $2.7B | 51 | 400 |
| Mar 2012 | $18.7B | $16B | $2.7B | 51 | 400 |
| Aug 2011 | $19.9B | $18.5B | $1.4B | 51 | -- |
| Mar 2011 | $19.9B | $18.5B | $1.4B | 51 | -- |
| Sep 2010 | $17.9B | $16.5B | $1.4B | 51 | -- |
| Jul 2010 | $17.9B | $16.5B | $1.4B | 51 | -- |
| Mar 2010 | $17.9B | $16.5B | $1.4B | 51 | -- |
| Jan 2008 | $16B | $13.5B | $2.5B | 51 | -- |
| Mar 2007 | $13B | $11.4B | $1.6B | 51 | -- |
| Dec 2006 | $11.3B | $10B | $1.3B | -- | -- |
| Jan 2006 | $8.4B | $7.2B | $1.2B | -- | -- |
| Sep 2005 | $8.4B | $7.2B | $1.2B | -- | -- |
| Apr 2004 | $7.1B | $5.9B | $1.1B | -- | -- |
| Mar 2004 | $7.1B | $5.9B | $1.1B | -- | -- |
| Mar 2002 | $4.6B | $3.4B | $1.1B | -- | -- |
| Jul 2001 | $3.9B | $2.6B | $1.3B | -- | -- |
| Jun 2001 | $3.9B | $2.6B | $1.3B | -- | -- |
| May 2001 | $3.9B | $2.6B | $1.3B | -- | -- |
DateMar 2025
Total AUM$21B
Discretionary$21B
Non-Disc.$0
Employees93
Clients0
DateMar 2024
Total AUM$19.2B
Discretionary$19.2B
Non-Disc.$0
Employees93
Clients0
DateMar 2023
Total AUM$18.1B
Discretionary$18.1B
Non-Disc.$3.7M
Employees100
Clients0
DateApr 2022
Total AUM$19.6B
Discretionary$19.5B
Non-Disc.$4.4M
Employees102
Clients0
DateApr 2021
Total AUM$17.8B
Discretionary$17.8B
Non-Disc.$4.1M
Employees92
Clients0
DateJul 2020
Total AUM$19.1B
Discretionary$18.9B
Non-Disc.$243.4M
Employees95
Clients0
DateMar 2020
Total AUM$19.1B
Discretionary$18.9B
Non-Disc.$243.4M
Employees95
Clients0
DateNov 2019
Total AUM$20.8B
Discretionary$20B
Non-Disc.$812.6M
Employees92
Clients0
DateNov 2019
Total AUM$20.8B
Discretionary$20B
Non-Disc.$812.6M
Employees92
Clients0
DateMar 2019
Total AUM$19.8B
Discretionary$19B
Non-Disc.$823.3M
Employees90
Clients0
DateMay 2018
Total AUM$21.7B
Discretionary$21.1B
Non-Disc.$679.2M
Employees87
Clients0
DateApr 2018
Total AUM$21.7B
Discretionary$21.1B
Non-Disc.$679.2M
Employees87
Clients0
DateMar 2018
Total AUM$21.7B
Discretionary$21.1B
Non-Disc.$679.2M
Employees87
Clients0
DateSep 2017
Total AUM$22.7B
Discretionary$22B
Non-Disc.$630.3M
Employees84
Clients500
DateJun 2017
Total AUM$22.7B
Discretionary$22B
Non-Disc.$630.3M
Employees84
Clients500
DateJun 2017
Total AUM$22.7B
Discretionary$22B
Non-Disc.$630.3M
Employees84
Clients500
DateMar 2017
Total AUM$22.7B
Discretionary$22B
Non-Disc.$630.3M
Employees84
Clients500
DateFeb 2017
Total AUM$24.5B
Discretionary$23.8B
Non-Disc.$685.8M
Employees89
Clients500
DateNov 2016
Total AUM$24.5B
Discretionary$23.8B
Non-Disc.$685.8M
Employees89
Clients500
DateSep 2016
Total AUM$24.5B
Discretionary$23.8B
Non-Disc.$685.8M
Employees89
Clients500
DateMar 2016
Total AUM$24.5B
Discretionary$23.8B
Non-Disc.$685.8M
Employees89
Clients500
DateOct 2015
Total AUM$26.1B
Discretionary$25.3B
Non-Disc.$727.8M
Employees93
Clients500
DateSep 2015
Total AUM$26.1B
Discretionary$25.3B
Non-Disc.$727.8M
Employees93
Clients500
DateMar 2015
Total AUM$26.1B
Discretionary$25.3B
Non-Disc.$727.8M
Employees93
Clients500
DateMar 2014
Total AUM$24.1B
Discretionary$23.4B
Non-Disc.$655.3M
Employees83
Clients500
DateJan 2014
Total AUM$21.2B
Discretionary$20.9B
Non-Disc.$238.9M
Employees80
Clients400
DateSep 2013
Total AUM$21.2B
Discretionary$20.9B
Non-Disc.$238.9M
Employees80
Clients400
DateMar 2013
Total AUM$21.2B
Discretionary$20.9B
Non-Disc.$238.9M
Employees80
Clients400
DateAug 2012
Total AUM$18.7B
Discretionary$16B
Non-Disc.$2.7B
Employees51
Clients400
DateJul 2012
Total AUM$18.7B
Discretionary$16B
Non-Disc.$2.7B
Employees51
Clients400
DateMar 2012
Total AUM$18.7B
Discretionary$16B
Non-Disc.$2.7B
Employees51
Clients400
DateAug 2011
Total AUM$19.9B
Discretionary$18.5B
Non-Disc.$1.4B
Employees51
Clients--
DateMar 2011
Total AUM$19.9B
Discretionary$18.5B
Non-Disc.$1.4B
Employees51
Clients--
DateSep 2010
Total AUM$17.9B
Discretionary$16.5B
Non-Disc.$1.4B
Employees51
Clients--
DateJul 2010
Total AUM$17.9B
Discretionary$16.5B
Non-Disc.$1.4B
Employees51
Clients--
DateMar 2010
Total AUM$17.9B
Discretionary$16.5B
Non-Disc.$1.4B
Employees51
Clients--
DateJan 2008
Total AUM$16B
Discretionary$13.5B
Non-Disc.$2.5B
Employees51
Clients--
DateMar 2007
Total AUM$13B
Discretionary$11.4B
Non-Disc.$1.6B
Employees51
Clients--
DateDec 2006
Total AUM$11.3B
Discretionary$10B
Non-Disc.$1.3B
Employees--
Clients--
DateJan 2006
Total AUM$8.4B
Discretionary$7.2B
Non-Disc.$1.2B
Employees--
Clients--
DateSep 2005
Total AUM$8.4B
Discretionary$7.2B
Non-Disc.$1.2B
Employees--
Clients--
DateApr 2004
Total AUM$7.1B
Discretionary$5.9B
Non-Disc.$1.1B
Employees--
Clients--
DateMar 2004
Total AUM$7.1B
Discretionary$5.9B
Non-Disc.$1.1B
Employees--
Clients--
DateMar 2002
Total AUM$4.6B
Discretionary$3.4B
Non-Disc.$1.1B
Employees--
Clients--
DateJul 2001
Total AUM$3.9B
Discretionary$2.6B
Non-Disc.$1.3B
Employees--
Clients--
DateJun 2001
Total AUM$3.9B
Discretionary$2.6B
Non-Disc.$1.3B
Employees--
Clients--
DateMay 2001
Total AUM$3.9B
Discretionary$2.6B
Non-Disc.$1.3B
Employees--
Clients--