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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Assets

Assets

Last updated on June 6, 2019
    • $19.8B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2K
      Accounts
    • $12.0M
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

49

name start date
Terence Bradley Conger
February 2011
Peter Michael Holway
January 1996
James Vincent Morris
March 2018
Cody Lee Rogers
October 2019
Susan H. Mcevoy
April 2007

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Hc Capital Partners, LLC IAR $995,367,272
    Hirtle Callaghan Private Equity Fund Ix(A) Gp, LLC -- --
    Hirtle Callaghan Private Equity Fund X(A) Gp, LLC -- --
    Hirtle Callaghan Private Equity Fund Xi(A) Gp, LLC -- --
    Hirtle Callaghan Private Equity Fund Xii(A) Gp, LLC -- --
    Hirtle Callaghan Special Opportunities 2009 Gp, LLC -- --
    Hirtle Callaghan Special Opportunities Gp, LLC -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Jonathan Jacob Hirtle President And Chief Executive Officer Of Hirtle Callaghan Private Equity Fund Xi(A) Gp, Llc June, 2016 less than 5%
      Ranjani Hopkins Nagaswami Secretary February, 2017 less than 5%
      Colette Lapinski Bergman Vice President, Treasurer & Secretary Of Hirtle Callaghan Private Equity Fund Xi(A) Gp, January, 2017 less than 5%
      Syed Umar Faisal Ehtisham Chief Compliance Officer & Chief Risk Officer May, 2018 less than 5%
      Jamie Robert Eisner General Counsel September, 2018 less than 5%
      Geoffrey Allan Trzepacz Chief Operating Officer January, 2018 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees